2010年亚洲半导体行业展望

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【出版时间及名称】：2010年亚洲半导体行业展望
        【作者】：野村证券
        【文件格式】：PDF
        【页数】：37
        【目录或简介】：

1. Investment stance: silicon cycle in recovery phase............................................ 3
2. Semiconductor market outlook........................................................................... 6
3. Market outlook by product: we expect growth for all major products in 2010... 13
4. SPE market outlook: major drop likely for second consecutive year in FY09 ... 23
5. Company comments ......................................................................................... 25
(1) Toshiba [6502] (Buy; ¥520) (M. Yamasaki)........................................................................25
(2) Samsung Electronics [005930 KS] (Buy; KRW841,000) (CW Chung)...............................26
(3) Hynix Semiconductor [000660 KS] (Buy; KRW24,550) (CW Chung) ................................27
(4) Dainippon Screen Mfg [7735] (Buy; ¥403) (T. Wadaki) .....................................................28
(5) Micronics Japan [6871] (Buy; ¥1,540) (T. Wadaki)............................................................29
(6) TSMC [2330 TT] (Buy; NT$64.9) (R. Hsu)........................................................................30
(7) UMC [2303 TT] (Buy; NT$18.4) (R. Hsu)..........................................................................31

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关键词：半导体行业 半导体 Electronics electronic Investment 亚洲 行业 展望 半导体

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