Semiconductors

Comments on Semiconductors

PHLX Semiconductor Index (SOXX)

Materials [ Substrate /  Wafers etc.]

• Si Wafer (300 mm)
  • Shin-Etsu Chemical Co., Ltd. (SEH.F) 信越 (Japan, the largest maker in the world)
  • Sumco (Japan) 
  • Siltronic (Germany)
  • Soitec (SOI France)
  • LG
  • Top 10 12-inch Si ingot makers
• SOI Wafer (Si-on-Insulator)
  • Soitec (France),  Yahoo Info

IC

• Foundry
  • TSMC
  • SMIC
  • X-FAB Silicon Foundries SE (XFAB.PA)
• Fabless IC design houses 
  • Broadcom
  • Qualcomm
  • NVIDIA Corporation (NVDA)  AI chip leader 
  • MediaTek (Taiwan)
  • AMD
  • Dialog Semiconductor Plc (DLG.DE)
• Cavium (CAVM)
• Intel
• Mellanox Technologies (MLNX) Internet connectors using VCSEL etc. 
• Samsun

Non-IC

• Power Electronics
  • CRRC Time Electric 3898.hk

• • Infineon (IFX.F)
  • Mentor Graphics Corporation (MENT)
  • MicroSemi (MSCC)
  • ST Microelectronics
• Mobile Communications (Top 3 GaAs chip makers)
  • Broadcom + Avogo
  • Qorvo (TriQuint + RFID)
  • SkyWorks

• Telecommunications , Fibre Optics
  • IQE
  • GSC
• LEDs
  • Cree
  • Epistar
  • San An

Equipment

• ASML
• ASM Asia Pacific
• Status of the Chinese equipment makers as of 2016.09 

Market Research 

• Top 10 Analog IC companies (2015)

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