David O'Connor
Sr. Research Analyst
Research
Sector Expertise
Additional Expertise
Semiconductors & Semiconductor Capital Equipment
David O'Connor is a managing director and senior research analyst covering Semiconductors & Semiconductor Capital Equipment. He originally comes from the semiconductor industry, where he was a chip designer for 10 years with Texas Instruments, Infineon, Agere Systems and Philips Semiconductor. O'Connor joined Âé¶¹´«Ã½ from Exane BNP Paribas, where he covered EU and U.S. Semiconductors for 15 years. O'Connor earned a BE in Electrical Engineering from UCC Cork, Ireland and an MBA from HEC Paris, France.
Universe Coverage
| Semiconductors & Semiconductor Capital Equipment | |
|---|---|
| AMD | Advanced Micro Devices, Inc. |
| ARM | ARM Holdings Plc |
| AVGO | Broadcom, Inc. |
| INTC | Intel Corporation |
| MRVL | Marvell Technology Group Ltd. |
| NVDA | NVIDIA Corporation |
| QCOM | QUALCOMM, Inc. |