This is a list of companies I am thinking are worth investing in.
1. Intel Corp - for the Logic LSI
2. Taiwan Semiconductor Manufacturing Co., Ltd. - for the Logic LSI
3. Samsung Electrics Co., Ltd. - for the Logic LSI and Memory
4. Toshiba - for the Memory
5. Omron - for sensors
6. Eye-fi - for innovative wifi enabled SD cards - expect to see a huge boom or to become a standard in the next few years.
Source: Nikkei Electronics 7/26/2010
I/O 2010 August
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