North American Electronic Chemicals and Materials Markets - Investment Analysis

Table of Contents

1 EXECUTIVE SUMMARY

• Executive Summary
  • Executive Summary

2 INTRODUCTION AND METHODOLOGY

• Introduction
  • Introduction
• Methodology
  • Methodology

3 INVESTMENT ANALYSIS AND GROWTH OPPORTUNITIES

• Industry Fundamentals
  • Analysis of End-user Sectors
  • Semiconductor Equipment Market
  • GDP and Semiconductors
• Segment Analysis
  • Segment Analysis
• Investment Themes
  • Investment Themes
• Industry Economics
  • Industry Economics
• Growth Monitor
  • Growth Monitor
• Value Chain Analysis
  • Value Chain Analysis
• Company Scorecard
  • Company Scorecard
• Sector Scorecard
  • Sector Scorecard

4 FINANCIAL BENCHMARKING AND ANALYSIS

• Valuation
  • Valuation based on Sales and Profitability
  • Mergers and Acquisitions
  • Private Equity and Venture Capital Activity
• Stock Index
  • Frost & Sullivan Electronic Chemicals and Materials Stock index
  • Year-to-Date