Biography
Tom Diffely joined D.A. Davidson in January 2010 to focus on both semiconductor capital equipment and technical design software. Tom spent more than a decade as an equity analyst at Merrill Lynch in San Francisco, where he covered a variety of semiconductor equipment names, and three years as a global product manager at Applied Materials. He received honorable mention in Institutional Investor’s survey of the top semiconductor and semiconductor capital equipment analysts in 2006 and 2007. Tom graduated from Harvey Mudd College with a Bachelor’s Degree in Engineering, received an MBA from the Haas School of Business at the University of California, Berkeley, and holds the Chartered Financial Analyst designation.
Analyst awards: Starmine’s “Best Brokerage Analyst” in Semiconductor and Semiconductor Capital Equipment (2012).
| Technology |
| Applied Materials, Inc.* |
AMAT |
| Electro Scientific Industries, Inc.* |
ESIO |
| FEI Company* |
FEIC |
| FormFactor Inc.* |
FORM |
| Kulicke and Soffa Industries Inc.* |
KLIC |
| Lam Research Corporation* |
LRCX |
| LTX-Credence Corporation * |
LTXC |
| MKS Instruments Inc.* |
MKSI |
| Nanometrics Incorporated* |
NANO |
| Photronics Inc.* |
PLAB |
| Rudolph Technologies, Inc.* |
RTEC |
| Teradyne, Inc.* |
TER |
| Ultratech, Inc.* |
UTEK |
| |
| Cadence Design Systems, Inc.* |
CDNS |
| Mentor Graphics Corporation* |
MENT |
| PDF Solutions, Inc.* |
PDFS |
| Synopsys, Inc.* |
SNPS |
| |
| * D.A. Davidson & Co. makes a market in this security. |