Report
Pierre FerraguÊ

SiC constraints & grande maneuvers, Pain in optics, Past the trough in memory, Google I/O. Tech Weekly Wrap-Up May 12th

Underlyings
Coherent Inc.

Coherent is a provider of lasers, laser-based technologies and laser-based system solutions in a range of commercial, industrial and scientific applications. The company reporting segments are: OEM Laser Sources (OLS) and Industrial Lasers and Systems (ILS). The company's OLS business segment is focused on laser sources and optical sub-systems primarily used in microelectronics manufacturing, medical diagnostics and therapeutic medical applications, as well as in scientific research. The company's ILS business segment delivers laser sources, sub-systems and tools used for industrial laser materials processing, serving end markets like automotive, machine tool, consumer goods and medical device manufacturing.

SoftBank Group Corp.

SoftBank Group is a holding company. Domestic Telecommunications business provides mobile communication services, mobile devices, broadband services to retail customers, and telecom services to corporate customers in Japan. Sprint business provides mobile communication services and fixed-line telecommunication services in the U.S. Yahoo Japan business operates Internet-based advertising and e-commerce business. Distribution business distributes mobile devices overseas, and sells software and mobile device accessories in Japan. ARM business designs microprocessor intellectual property and related technology. SoftBank Vision Fund & Delta Fund business is engaged in the investment activities.

Tokyo Electron Ltd.

Tokyo Electron is a supplier of semiconductor production equipment ("SPE") and flat panel display ("FPD") selling through global network that spans Japan, the U.S., Europe and Asia. Co.'s principal products are coater/developers, plasma etch systems, thermal processing systems, single wafer deposition systems, cleaning systems (auto wet station, single wafer cleaning system, pre-clean system and scrubber system), wafer prober, FPD coater/developers and FPD plasma etch/ash systems. In addition, Co., through its subsidiaries, is engaged in the provision of transportation services, insurance services, as well as the support services for Co.'s photovoltaic cell ("PV") production equipment.

Western Digital Corporation

Western Digital is a developer, manufacturer, and provider of data storage devices and solutions. The company's portfolio of technology and products address the following markets: Client Devices, which consist of hard disk drives (HDDs) and solid state drives (SSDs) for computing devices, flash-based embedded storage products, and flash-based memory wafers and components; Data Center Devices and Solutions, which consist of enterprise HDDs and enterprise SSDs, data center software and system solutions; and Client Solutions, which consist of HDDs and SSDs embedded into external storage products and removable flash-based products, such as cards, universal serial bus flash drives and wireless drives.

Provider
New Street Research
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Analysts
Pierre FerraguÊ

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