67 WALL STREET, New York - May 30, 2014 - The Wall Street Transcript has just published its Semiconductors Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Mobile Device Consumer Demand - Enterprise Data Storage Demand - Energy Efficiency, Cloud Computing and Telecommunications - Improvement from Cyclical Bottom - Semiconductor Capital Equipment Spending - Data Growth Trends - Semiconductor Revenues and Demand - Chinese Fabless Industry Growth
Companies include: Micron Technology Inc. (MU), SanDisk Corp. (SNDK), RF Micro Devices Inc. (RFMD), Skyworks Solutions Inc. (SWKS), Broadcom Corp. (BRCM), Marvell Technology Group Ltd. (MRVL), Xilinx Inc. (XLNX), Altera Corp. (ALTR), China Mobile Limited (CHL), Intel Corporation (INTC), Texas Instruments Inc. (TXN), Walt Disney Co. (DIS) and many others.
In the following excerpt from the Semiconductors Report, an expert analyst from Credit Suisse discusses the outlook for the sector for investors:
TWST: You think that semiconductors are the most underappreciated way to play the growth in data. Can you discuss that theme as it relates to semiconductors?
Mr. Pitzer: In general, when you look at tech overall, what I look at as the most robust product cycle out there, and it's not a new theme, but the one demand curve that I know we're underestimating is data growth, and that's been well-documented in the software and Internet sectors around this theme of Big Data and Big Data analytics. What I don't think people realize is that semiconductors are enabling technologies, and we look at data growth as it pertains to semis in three broad buckets: data creation, data transmission and data analytics.
Data creation is basically all your consumer devices, the things that create data: your smartphones, your tablets, your PCs. You can also include in that wearables as they start to proliferate the market, and there is also another nonconsumer segment in data creation called Internet of Things or IOT. Data transmission is just wireless and wireline capex. It's the base stations for LTE. It's 10-gig in the enterprise for switching and routing. Analytics are the compute power and the memory you need to be able to monetize this data.
In our view the analytics bucket is the most valuable bucket, because while I love technology, I love business models more...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.