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 Piper Sandler 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. |