2013年全美研究团队：半导体资本装备，第2号：Satya Kumar

Satya Kumar.从第三名到第二次 - 并且也从信用瑞士人那里移动了。基于波士顿的研究人员，也是替代能源的1号，离开该公司为Putnam Investments，自8月份涵盖了半导体制造商。Kumar“是最能了解影响半导体制造业的技术的分析师，”一个客户备注“，在他的研究努力中是无情的。”由于升级的硬件单元的增长，硅强度（或芯片尺寸）和逻辑和记忆的资本强度，Kumar在该部门积极肯定。He forecasts that capital expenditures on memory will double from 2012 to 2015. In January he named Lam Research Corp. his top pick, at $38.44, citing the Fremont, California–based plasma etching device manufacturer’s high leverage to memory and technology trends (specifically, multiple patterning in logic and foundry). In early July he noted that the company also was reaping the benefits from the increasing market share at microprocessor manufacturer Intel Corp. By the time Kumar discontinued coverage, in anticipation of his departure from Credit Suisse, Lam’s shares had climbed 28 percent, to $49.22, against a 14.5 percent gain for the S&P 500.—帕姆贝克