Companies covered: Intel Corporation (NASDAQ:INTC), Silicon Laboratories, Inc. (NASDAQ:SLAB), Semtech Corporation (NASDAQ:SMTC), NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Apple Inc. (NASDAQ:AAPL), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Broadcom Ltd (NASDAQ:AVGO), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), Samsung Electronics Co Ltd (KRX:005930), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cisco Systems, Inc. (NASDAQ:CSCO), Nokia Corporation (NYSE:NOK), MaxLinear, Inc (NYSE:MXL), Inphi Corporation (NYSE:IPHI), NXP Semiconductors N.V. (NASDAQ:NXPI), QUALCOMM Incorporated (NASDAQ:QCOM), Intersil Corporation (NASDAQ:ISIL), Cirrus Logic, Inc. (NASDAQ:CRUS), Maxim Integrated Products, Inc. (NASDAQ:MXIM), InvenSense, Inc. (NYSE:INVN), Microsoft Corporation (NASDAQ:MSFT), Linear Technology Corporation (NASDAQ:LLTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cavium, Inc. (NASDAQ:CAVM), Xilinx, Inc. (NASDAQ:XLNX), ARM Holdings plc (NASDAQ:ARM), Applied Micro Circuits Corporation (NASDAQ:AMCC), SCI Engineered Materials, Inc. (OTCMKTS:SCIA), Micromem Technologies Inc. (OTCMKTS:MMTIF), M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Microchip Technology Incorporated (NASDAQ:MCHP), Integrated Device Technology, Inc. (NASDAQ:IDTI), Microsemi Corporation (NASDAQ:MSCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Ambarella, Inc. (NASDAQ:AMBA), SK Hynix (KRX:000660), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Power Integrations, Inc. (NASDAQ:POWI), ON Semiconductor Corporation (NASDAQ:ON), Vishay Intertechnology, Inc. (NYSE:VSH), Fairchild Semiconductor International, Inc. (NASDAQ:FCS)
