67 WALL STREET, New York - May 29, 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: Intel Corporation (INTC), Advanced Micro Devices Inc. (AMD), NVIDIA Corporation (NVDA), Marvell Technology Group Ltd. (MRVL), Broadcom Corp. (BRCM), QUALCOMM Inc. (QCOM), Altera Corp. (ALTR), Xilinx Inc. (XLNX), Texas Instruments Inc. (TXN), International Rectifier Corpor (IRF), Fairchild Semiconductor Intern (FCS), Atmel Corp. (ATML), ON Semiconductor Corp. (ONNN), Applied Micro Circuits Corp. (AMCC), China Mobile Limited (CHL), Taiwan Semiconductor Manufactu (TSM)
In the following excerpt from the Semiconductors Report, an expert analyst discusses the outlook for the sector for investors:
TWST: So what are some of those other secular tailwinds then?
Mr. Rolland: Outside of programmable logic devices, another area that we like is automotive. Automotive has a bunch of subsecular tailwinds that we're also interest in. The first is the electrification of vehicles, so as we move to hybrid or all-electric vehicles, previously, mechanical parts of your car are being replaced with electrical. So that's the first.
The second big tailwind that we like there is sort of the consumer electronification, if you will, of the vehicle. And that is these robust center consoles that you have, robust instrumentation behind the steering wheel as well as robust entertainment systems, all throughout the car, call it tablets in the back of headrests for kids in the backseat or even for the passenger to enjoy.
And then finally the third part I would say would be connectivity, which would be both cellular and WiFi in your car as well as Ethernet networking, which is now just starting to connect everything in the car, not only multimedia but also eventually things that could be as important as braking and replacing hydraulic braking with digital braking.
Finally, the last thing that we see in it is some ways out here, but we'll be moving to an increase in driver assistance, for example that could include automatic braking if you get too close to the vehicle in front of you; it could also include thousands of sensors all around your car that would tell you if someone's moving into your lane or if you're moving into another car's lane next to you. And where we go with that ultimately could be autonomous driving, although some ways out. But all of this is driving a ton of semiconductor content growth and driving growth rates well beyond the natural industry...
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.
- Sectors & Industries