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Objective Analysis

Objective Analysis
Semiconductors, Memory and SSDs

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bullishNVIDIA Corp
23 May 2024 09:47

Nvidia Up Sharply Again - Can This Last?

​Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...

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Jim Handy
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bullishSK Hynix
25 Apr 2024 11:58

SK Hynix: AI Is Still the Main Driver

Today's SK hynix earnings show the continued strength of AI demand, but not in HBM as most  industry observers expected.  This time NAND flash is...

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Jim Handy
253 Views
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04 Apr 2024 09:14

Will Taiwan Quake Trigger a Shortage?

​Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...

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Jim Handy
315 Views
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21 Mar 2024 07:34

Micron Earnings: HBM Driving Price Increases in Other Sectors

​Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.

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Jim Handy
290 Views
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01 Mar 2024 13:24

The Big Question: Can Today's AI Surge Last?

Today there's a surge in AI spending, and this has led to a recovery for DRAM makers.  This Insight questions where this money is coming from, and...

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Jim Handy
360 Views
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