Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

June Semiconductor Revenues Reach New Record

Equity Bottom-Up

Kioxia posted solid revenue growth in its most recent quarter, and the market timing is good for an IPO.  All that is left is for the company to take advantage of this situation, but they haven't yet disclosed their intents.

Kioxia posted solid revenue growth in its most recent quarter, and the market timing is good for an IPO.  All that is left is for the company to take advantage of this situation, but they haven't yet disclosed their intents.

Kioxia Solid in Latest Quarter - Time for an IPO?

In its most recent earnings call WDC reported higher HDD revenues than its flash revenues.  Is this a long-term trend?  This Insight explains why flash revenues are likely to regain first place, and gives an indication of how that might impact total revenues in the future.

In its most recent earnings call WDC reported higher HDD revenues than its flash revenues.  Is this a long-term trend?  This Insight explains why flash revenues are likely to regain first place, and gives an indication of how that might impact total revenues in the future. 

Samsung had big semiconductor revenue growth in the second quarter, driven mainly by a tight memory market which experienced price increases.  This brought the company's revenues slightly higher than Intel's.  Leading indicators imply that this distinction will be short-lived.

Samsung had big semiconductor revenue growth in the second quarter, driven mainly by a tight memory market which experienced price increases.  This brought the company's revenues slightly higher than Intel's.  Leading indicators imply that this distinction will be short-lived.

Samsung 2Q21 Semiconductor Earnings Super Strong, For Now

SK hynix held its second quarter earnings call on Tuesday, July 27, reporting a 22% sequential revenue increase and significant improvements in profits.  The company's outlook for the remainder of the year is very bullish.

SK hynix held its second quarter earnings call on Tuesday, July 27, reporting a 22% sequential revenue increase and significant improvements in profits.  The company's outlook for the remainder of the year is very bullish.

SK Hynix Expects Good Year to Get Even Better!

United States

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

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Micron Technology (MU US)

June Semiconductor Revenues Reach New Record

Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...

Jim Handy

Kioxia Solid in Latest Quarter - Time for an IPO?

Kioxia is poised to post historically high revenues in the fourth quarter. Does this imply that the long-awaited IPO is imminent?

Jim Handy

WDC: An HDD or an SSD Company?

WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...

Jim Handy

Samsung 2Q21 Semiconductor Earnings Super Strong, For Now

Samsung's 2Q21 revenues rose above those of Intel. Is this a permanent situation, or will Samsung's revenues fall once again below Intel's?

Jim Handy

SK Hynix Expects Good Year to Get Even Better!

SK hynix posted a 22% sequential revenue increase with operating profits doubling, but the company expects for the remainder of the year to be even...

Jim Handy

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