Morgan Stanley Global ChipWatch--最权威的全球芯片市场分析报告,来自摩根斯坦利

vcworm

做半导体,电子,通信,手机的重要参考
Table of Contents
Global Industry Summary ………………………………………………………….3
Industry Views ……………………………………………………………………8
Global Best Idea. ……………………………………………………………………9
Regional Best Ideas...………………………………………………………………10
Semiconductors — Asia/Pacific…………………………………………………...12
Semiconductors — Japan…………………………………………………………..15
Semiconductors — Europe………………………………………………………...17
US Semiconductors — Electronic Design Automation (EDA)……………………19
Three-Month Semiconductor Billings……………………………………………..20
US Semiconductor Capital Equipment…………………………………………….21
US Semiconductor Equipment Book-to-Bill Ratios……………………………….23
US Semiconductor Equipment Bookings and Billings ……………………………24
US Semiconductor Equipment Bookings and Billings (YoY Change)……………25
Semiconductor Production Equipment — Japan…………………………………..26
PC Systems & Hardware— Taiwan……..………………………………………...29
Electronics Supply Chain…...……………………………………...………………34
Global Valuation Table…………………………………………………………….36
Global Semiconductor Capital Spending…………………………………………..40

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【文件名】:061031@52RD_global chip watch morgan stanley(1).pdf
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[此贴子已经被作者于2006-11-1 9:50:51编辑过]

jjyy

What is the publication date?

wishiloveu

January 2005 , maybe