Fundamental Research
Semiconductors
L to R: Ian Eigenbrod, Juan Hernandez,
Sumit Dhanda, Jason Jones
Coverage Universe
ADI
ALTR
BRCM
INTC
ISIL
LLTC
MCHP
MRVL
MXIM
POWI
TXN
XLNX
ISI’s Semiconductor Research Team is led by Sumit Dhanda, who has covered the semiconductor industry for over a decade. Sumit’s team members bring a wealth of industry and technical experience to the table, thus allowing them to provide clients with insight into a complex industry. The team focuses extensively on marrying a tops down and bottoms up view to develop models that help accurately forecast the semiconductor cycle as well as earnings and revenue estimates for companies under coverage.
The ISI Semiconductor Research Team is available to provide an array of services, including regular in-depth industry and company specific research, customized client projects, corporate access and field trips, personal meetings, and client conference calls.