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

Equity Bottom-Up

In SK hynix' most recent earnings call the CEO shared his vision to grow the company to annual revenues of ₩100 trillion.  While the Intel flash acquisition helps in that direction, it is hard to see how management hopes to achieve its goal to build revenues to this level.

In SK hynix' most recent earnings call the CEO shared his vision to grow the company to annual revenues of ₩100 trillion.  While the Intel flash acquisition helps in that direction, it is hard to see how management hopes to achieve its goal to build revenues to this level.

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron</a> last week made the surprise announcement that the company had begun volume shipments of the world’s first 176-layer 3D NAND flash memory chips. Separately, the company this week made some very interesting and frank disclosures at the Sanford C Bernstein Operational Decisions Broker Conference. Here's our thoughts on both of these recent developments.

Micron last week made the surprise announcement that the company had begun volume shipments of the world’s first 176-layer 3D NAND flash memory chips. Separately, the company this week made some very interesting and frank disclosures at the Sanford C Bernstein Operational Decisions Broker Conference. Here's our thoughts on both of these recent developments. 

Micron. Leapfrogging Competitors With A Surprise 176-Layer NAND Flash Chip Announcement.

Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

3 Key takeaways - NAND aggression, very conservative smartphone guide, shareholder return plan and foundry business.   We go over each of the above and read through for some of the competitors and supply chain.

3 Key takeaways - NAND aggression, very conservative smartphone guide, shareholder return plan and foundry business.   We go over each of the above and read through for some of the competitors and supply chain. 

Samsung Electronics Earnings Review and Read Thru

President

Thomas Coughlin

Coughlin Associates

Breaking up WDC into a separate HDD and flash memory businesses could create two viable storage companies, that over time will provide value to very different, but potentially symbiotic, uses.  The HDD business will become enterprise and especially data center focused, while an NAND flash business will seek to gain market share as a way to moderate and better survive the NAND flash boom/bust cycles.

Breaking up WDC into a separate HDD and flash memory businesses could create two viable storage companies, that over time will provide value to very different, but potentially symbiotic, uses.  The HDD business will become enterprise and especially data center focused, while an NAND flash business will seek to gain market share as a way to moderate and better survive the NAND flash boom/bust cycles.

Potential WDC Breakup, Positive Implications

The Wall Street Journal today published a leak that Intel and SK hynix are in negotiations for SK hynix to acquire Intel's memory business.  This Smartkarma Insight analyzes such a sale to determine its feasibility.

The Wall Street Journal today published a leak that Intel and SK hynix are in negotiations for SK hynix to acquire Intel's memory business.  This Smartkarma Insight analyzes such a sale to determine its feasibility.

Intel's Memory Business Sale.  Does It Make Sense?

Japan

Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings also operates group management strategy formulation and management.

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Kioxia Holdings (285A JP)

SK Hynix: Big Plans for The Future

SK hynix shared its long-term growth targets, and a little math indicates that the only likely way that this can be achieved is through a lot of...

Jim Handy

Micron. Leapfrogging Competitors With A Surprise 176-Layer NAND Flash Chip Announcement.

Micron made a surprise announcement last week that they were in volume production of an industry-leading, 176 Layer NAND Flash product. What does...

William Keating

Samsung Electronics Earnings Review and Read Thru

Samsung Electronics - moves for the long term signaled in most recent third quarter earnings with regards to their NAND business as well as holding...

Ken S. Kim

Potential WDC Breakup, Positive Implications

WDC may be considering breaking up its HDD and NAND flash business. Find out how these separate businesses might fare on their own.

Thomas Coughlin

Intel's Memory Business Sale. Does It Make Sense?

The Wall Street journal today published a leak that Intel and SK hynix are in

Jim Handy

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