【出版时间及名称】：2010年1月欧洲半导体行业研究报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：52
        【目录或简介】：

Table of Contents
The semi cycle and semi stock prices....................................3
Where we are today .....................................................................................................3
End markets..............................................................................6
Semiconductor capital spending ..........................................10
Valuation .................................................................................11
Global semiconductor valuations...............................................................................12
Inventory .................................................................................13
Inventory position in the semiconductor supply chain...............................................15
OEM inventory ..........................................................................................................16
Company Profiles...................................................................17
Aixtron.....................................................................................18
Arm Holdings Plc....................................................................19
ASM International ...................................................................20
Changes in estimates..................................................................................................21
Valuation....................................................................................................................21
Financials................................................................................23
ASML .......................................................................................24
CSR..........................................................................................25
Infineon Technologies ...........................................................26
Soitec.......................................................................................27
STMicroelectronics ................................................................28
Changes in estimates..................................................................................................29
Valuation Methodology and Risks ............Error! Bookmark not
defined.