【出版时间及名称】：2010年2月美国半导体行业研究报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：50
        【目录或简介】：


Table of Contents
Key Investment Points .............................................................3
Investment Risks......................................................................5
Coverage Snapshot..................................................................6
Semiconductor Fundamental Outlook in 2010 ......................9
Valuations, SMid Semi Stock Performance, and Cash Flow /
Earnings Growth.....................................................................11
Fundamental Trends That Will Drive Growth for SMid
Semis: Connectivity, Content, and Storage….Positive for
our Coverage Universe ..........................................................15
Appendices: Fundamental Deep Dives
Appendix I: Connectivity Semiconductor Trends: Focus on
Consumer, Communications, and Enterprise......................18
Appendix II: Content Trends: Focus on Consumer and
Communications ....................................................................28
Appendix III: Storage Trends: Focus on Consumer and
Enterprise Markets .................................................................33