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G l o b al R e sear c h
20
May
2020
US
S e mi c ond uc tor s
and
S e mi
E q ui pm e nt U BS
E v i de nc e
L a b
Inside :
E mp l oy ee
S e nt ime nt M on i tor
–
NVDA
Le ad s ,
M U/K L AC
R ecove r
E mp l o y ee
sa t i sfa ct i o n
an d
B u si n e ss
O u t l oo k b o t h
co n t i nu e
t o
b e
h i g h e r
I n
our
2 nd
an nu al
rep o rt
on
th i s
d ata,
w e
u ti li ze
UB S
E v i d en ce
L a b " s
a n a ly sis
o f G l as s door
d ata
to
s ee
tren d s
i n
ac ti ve
empl o yee
s en ti men t
amo ng
maj or
US - ba s e d s emi s
an d
SPE
c omp an i e s .
I n
ag g reg ate ,
th e
d ata
s ho w s
c on s i s te n t
i mpro v emen t
i n o v eral l
s ati s fac ti on
ac ro ss
th e
s emi s
i ndu s t ry
w i th
empl o yee
s ati s fac ti on
no w
t he h i gh es t
i n th e
p as t
5 y rs . O n an
ab s o l u te
b a s i s , NV DA
s c o res
th e
h i gh e s t
( i t
i s
t h e
h i gh es t ev en
amo ng bro ad er
tec hno l og y
p eers
( s ee
HER E )) , w h ile
A VGO
is
t h e
l o w e s t . On
a
Y / Y b as i s , M U
an d K L AC
s aw
s i gn i fi c an t
i mpro v emen t
i n o v eral l
empl o yee
s ati s f ac ti on ( M U du e
l arg el y
to
bu s i n e ss
ou t l ook
i mpro v emen t
an d
K L AC
du e
to
CEO / man agemen t i mpro v emen t),
w h il e
bo t h
AM D
an d
I NTC
s aw
materi al
d eteri o rati on
i n
empl o yee s ati s fac ti on ( i n bo th
c ases
du e
l arg el y
to
bu s i n es s
ou tl ook, bu t
AM D
h as
ex p erien c ed
a b i g rec en t
d ec li n e
i n s ati s fac ti on w i th
man ag e men t
th roughou t
th e
org an i z ati on ) . B us i n e ss
o u t l oo k –
N V D A
l e a d i n g ,
f o ll o w e d
b y
A MD ,
K L A C
an d
Q C O M Emp l o y ees
are
mo s t
op t i mi s t i c
ab ou t
o v eral l
bu s i n es s
pro s p ec ts
at
NV DA
–
a nd t hi s
w a s taken
b efo re
t h e
tran s fo rmati on al
( our v i ew )
M el l an o x
d eal
c l o s e d. Sc o res
at
AM D
h ave remai n ed
h i gh
th ough
empl o y ees "
ou tl ook
fo r
bu s i n es s
pro s p ec ts
at
bo th
AM D
an d I NTC
w ere
do w n v ers u s
l as t
y ear.
Emp l o yee
ou tl ook fo r QCO M
c on ti nu es
to
i mpr ov e an d w h il e
th e
ou tl ook amo ng empl o y ees
at
A VGO
i s
s t ill
l ag g i ng p eers
( po t en ti al l y
du e to
i n ter n al
un c ertai n ty
g i v en
i t s
ongo i ng M &A s trateg y ) , i t
i s
i mpro v i ng o ff
l o w
l ev el s . TX N" s
empl o yee
rati ng s
remai n
s o li d
an d
v ery
c on s i s te n t.
B u s i n es s
ou tl ook
ha s i mpro v ed
f or
s emi c ap s
i n
g en eral
an d
ou tl ook
fo r
AM AT / L R CX / K L AC
are
al l
s i m il ar , th ough AM AT
an d K L AC
h ave
i mpro v ed
s i gn i fi c an tl y
s i n ce
l as t
y ear.
C E O
A pp r o v a l
–
N V D A ,
K L A C ,
an d
A MD
o n
t o p ,
I N T C
s li g h t l y
d e cl i n e d
NV DA
en j o y s
th e
h i gh e s t
CEO
rati ng s
w /1 00%
a ppr ov i ng.
A VGO
i s
l ow e s t
on
a n ab s o l u te
b a s i s
( th ough a g ai n, li kel y
M &A rel at ed )
fo ll o w ed
b y
I NTC,
w h il e
a ppro v al
at K L A C
i s
up c ons i de r a b l y
a nd now
c l ose
t o t he
t op a mong pe e r s , a
good s i gn r e ga r di ng th e
i n tegrati on o f
th e
O rbo tec h ac qu i s i ti on. L o n g e r
te rm
o b s e rv a ti o ns
AI
h as
tra n s fo r med
empl o yee
bu lli s hn es s
at
NV DA,
AM D
ap p ears
to
h ave
c on s i d erab l e s tay i ng po w er,
an d AM AT
h as
i mpro v ed
al ong al l
d imen s i on s .
Ti m ot hy
Ar cur i
A na l ys t t i m ot hy.a r cu r i @ u bs .com
+1 -415-352
5676
Pr adeep
Ram an i
A na l ys t pr a de e p.r a m a ni @ ubs .com
+1 -415-352
5517
D i an a
C han g A na l ys t di a na .cha ng@ ubs .com
+1 -212-713
1474
Set h G il ber t Asso c i a t e
An a l y st s e t h.gi l be r t @ ubs . com
+1 -212-713
2660
www .u b s.co m / i n vest m en t r esea r ch
Th i s
rep o rt
h as
b een
p rep ared
b y
UB S
Se c u ri ti es
LLC .
ANAL YS T
C E R T I F IC AT I O N
AND
R E Q UI R E D
DIS C L O S UR E S
B E G I N
O N PA G E
17 .
UB S
do es
an d s eeks
to
do
bu s i n es s
w i th
c omp an i es
c o v ered
i n i ts
res earc h r ep o rts .
As
a
re s u l t , i n v es t o rs
s hou l d b e aw are
th at
th e
fi rm may
h ave
a
c on fl i c t
o f
i n teres t
th at
c ou l d affec t
th e
ob j ec ti v i ty
o f
t h i s
rep o rt.
I n ve s to rs
s hou l d c on s i d er
th i s rep o rt
as
on l y
a
s i ng l e
fac to r i n maki ng th ei r i n v es tmen t
d ec i s i on. C om put er s
Am er i cas
Equit ies
H i ghl i ght s
f r om
t he
E vi denc e
L ab
Employee Sur vey
Whi c h
c om pa ni e s
i n
t he
U S
S e m i c ondu c t or
i ndus t r y
l ea d
a nd
l a g
ba s e d
on Em p l o y ee
Sat i s f ac t i on
an d
C EO
Appro v al ?
U B S
Ev i d en c e
L ab
h as
c o ll ec t ed
mor e t ha n
3 0K
e mpl oy ee
r e v i e w s
a c r os s
161
l ea ding
c om pa n i e s
t o
he l p
a n s w e r
t hi s que s t i on.
W e
i nt e rpr e t
t he
r e s ul t s
f rom
t he
E v i denc e
L a b
s ur v e y .
N V D A
ra nk s
hi ghe s t,
A VG O
l ow e s t
i n
a ggre ga te
U B S
Ev i d en c e
L ab
loo ked
at
s ev er al
m aj or
ev al uat i on
c r i t er i a
i n c l ud i ng
c ar ee r oppor t uni t i e s ,
c om pe nsa t i on/ bene f i t s ,
w ork/ li f e
ba l a nc e ,
s e nior
m a nage m e nt / C E O , c ul t ur e / v a l ue s ,
a nd
ov e r a ll
bus i ne ss
out l ook.
T he
proj e c t
a l s o
l ook e d
a t
how
li k e l y e mpl oy ee s
w e r e
t o
r e c omm e nd
t he
e mpl oy e r
t o
a
f r i e nd.
T a k i ng
t h e
c urr e nt s na p s hot
of
r a t i n gs
f rom
e mpl oy ee s ,
w e
s ee
N V D A
c ont inue
t o
e nj oy
t he
hi ghe s t s c or e
i n
o v er al l
em plo y ee
s at i s f ac t i on
an d
t o
b e
t h e
b es t
ac ro ss
al mo s t
al l
metr i c s . O n
c ont r a r y ,
A V GO
r a nk s
l a s t
a c r os s
m os t
m e t r i c s ,
pa r t l y
due
t o
i t s
v a gue
bus i ne ss out l ook
dur i ng
a
t r ans i t i on
p e r i od.
M U
h a s
c om e
t o
t he
m i ddl e
of
t he
group
f rom t he
ba c k
i n
l a s t
D e c ,
w i t h
mo s t
m e t r i c s
ne a r/ a t
5
y r
high,
w hi c h
i s
a
po s i t i v e
s i gn
i n te rms
o f
th e
o v e ra ll
me mo ry
cyc l e .
F i g u r e
1 :
R an k i n g
o f
ma j o r
s e m i s
an d
S P E
co mpan i e s
Ov e r a ll
R a t in g
B u si n e ss O ut l ook
I nde x
C ar eer O ppor t uni t i e s
CE O
A ppr ov a l
Com pe nsa t i on & B e n e fits
Cul tur e
V a l ue s
Re c om m e nd to
a
F ri e n d
Sen i o r M an ag em en t
W o rk
L i fe Bal an c e
N v id ia
4.51
93%
4.29
1.00
4.32
4.48
95%
4.16
4.14
K L A
Cor p
4.24
86%
3.77
0.96
3.54
4.08
71%
3.54
3.69
Texas
I ns t r um en t s
4.19
84%
3.83
0.91
4.24
4.41
88%
3.79
3.50
Qu a lc o mm
4.09
84%
3.94
0.87
3.95
3.84
85%
3.45
3.58
I n te l
4.03
74%
3.83
0.77
3.82
3.84
81%
3.43
4.00
M i c r on
T e c hnol ogy
3.97
81%
3.90
0.82
4.18
3.93
84%
3.44
3.54
A pp lie d
M a t e r ia ls
3.96
84%
3.85
0.82
3.55
3.95
91%
3.54
3.55
L am
R esear c h
3.88
83%
3.62
0.83
3.81
3.95
84%
3.30
3.38
A MD
3.73
87%
3.44
0.94
3.56
3.88
100%
3.38
4.06
Br oa dc om
3.62
63%
3.22
0.58
3.97
3.28
62%
2.93
3.81
H i ghe s t
N v id ia
N v id ia
N v id ia
N v id ia
N v id ia
N v id ia
AMD
N v id ia
N v id ia
L o we s t
Br oadc om
Br oadc om
Br oadc om
Br oadc om
K L A
Co rp
Br oadc om
Br oadc om
Br oadc om
L am
R es ear c h
S our ce :
U B S
Ev i d en ce
L ab , G l a ssd oor; L ac k o f
2020 Annu al
dat a
f or M ar v el l
Ov e ra ll
e m pl oy ee
s a ti s fa c ti on
i n
s e m i s
s ti ll
a t
hi gh
l e v e l s
a l thou gh ra ti ngs
of
s o m e
c ompa ni e s
ha v e
be e n
s l i ghtly
l o w e r
tha n
the
pe a k 6 months
a go
W e
t he n
l ook e d
a t
t he
num be r s
ov e r
t i m e ,
f oc us i ng
on
t he
pa s t
5 y r s
t o
s ee no t ab le
c h an g es .
O v er al l
em p l o y ee
s at i s f a c t ion
s c or e s
i n
Sem i s
h ave
b e en
s t ead il y i mpr ov i ng
s i nc e
2014
( w i t h
2018
be i ng
t he
onl y
e xc e pt i on ) .
U nde r ne a t h
t he
hood, a l m os t
a ll
c om pa ni e s
i n
F i gur e
2
ha s
c ont inue d
t he
i mpr ov e m e nt s
i n
1H 20 ( a v e r a ge
s c or e
of
4.02
i n
2020
v s .
3.59
i n
2015) ,
de s p i t e
t he
unc e r t a i nt i e s
c ause d b y
CO V ID -19,
w i t h
N V D A
l ea ding
t he
group
on
ov e r a ll
s a t i s f a c t i on
( a l s o
i n
t he uppe r
qua nt il e
of
t he
l a r ge
c a p
t e c hnol ogy
p ee r
gr oup) .
F i g u r e
2 :
O ver al l
Em p l o yee
Sat i s f ac t i o n
Ov e r a ll
R a t in g
2015
2016
2017
2018
2019
2020
Tr en d s
AMD
3.24
3.76
3.76
3.97
4.16
3.73
App lie d
M a t e r ia ls
3.60
3.65
3.60
3.89
3.65
3.96
Br oadc om
3.43
3.55
3.69
3.70
3.77
3.62
In t e l 3.82
3.73
3.90
3.92
4.27
4.03
K L A
Co rp
3.42
3.69
3.72
3.81
3.60
4.24
L am R es ear c h
3.80
3.83
4.03
3.56
3.94
3.88
M a r v e ll T e c hnol ogy G roup
3.42
3.68
4.01
3.72
3.89
M i c ron
T e c hnol ogy 3.51
3.51
3.64
3.52
3.37
3.97
N v id ia
3.89
4.12
4.41
4.49
4.39
4.51
Qu alc omm
3.56
3.63
3.83
3.75
3.91
4.09
Tex as
I n s t rum en t s
3.83
4.01
3.97
4.00
4.11
4.19
A v er ag e
3.59
3.74
3.87
3.85
3.92
4.02
S our ce :
U B S
Ev i d en ce
L ab , G l a ssd oor
N o t ab l e
po s i t iv e
mo v er s
o v er
t h e
p as t
5 y r s
ar e
K L A C
–
b e n e fi t
fro m
s tro ng
d e ma nd of
pr oc e ss
c o nt rol
i n
l ea ding- e dge
pr oc e ss ,
N V D A
a s
i t s
pr os pe c t ...
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