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 latest WSTS semiconductor forecast provides a glittering outlook, but the organization's history, and the long-term trend of the industry, cast important doubt on the WSTS outlook.  Most of the positive sentiment appears to stem from the strong current market for memory chips.

The latest WSTS semiconductor forecast provides a glittering outlook, but the organization's history, and the long-term trend of the industry, cast important doubt on the WSTS outlook.  Most of the positive sentiment appears to stem from the strong current market for memory chips.

The SIA announced WSTS monthly semiconductor sales statistics for October 2020.   Sales were 6% higher than October 2019 and 3.1% higher than the prior month.  While this looks like the beginning of a growth phase, it seems more likely that sales will drop back to trend in the near future.

The SIA announced WSTS monthly semiconductor sales statistics for October 2020.   Sales were 6% higher than October 2019 and 3.1% higher than the prior month.  While this looks like the beginning of a growth phase, it seems more likely that sales will drop back to trend in the near future.

October Semiconductor Revenues Continue Upward Trend

Equity Bottom-Up

Micron has just upgraded its outlook for the current quarter from non-GAAP revenues of $5.0-$5.4 billion to revenues of $5.7-$5.75 billion.  This increase has been due to unanticipated end-demand strength that should benefit all DRAM and NAND flash makers.

Micron has just upgraded its outlook for the current quarter from non-GAAP revenues of $5.0-$5.4 billion to revenues of $5.7-$5.75 billion.  This increase has been due to unanticipated end-demand strength that should benefit all DRAM and NAND flash makers.

Next year's memory chip market - the swing factor in semiconductors - is highly dependent on whether or not today's COVID-19 pandemic leads to a global financial collapse.  This Smartkarma Insight provides two outlooks for the market, one based on a collapse, and the other based on a healthy economy.

Next year's memory chip market - the swing factor in semiconductors - is highly dependent on whether or not today's COVID-19 pandemic leads to a global financial collapse.  This Smartkarma Insight provides two outlooks for the market, one based on a collapse, and the other based on a healthy economy.

2021 Memory Market Hinges on Pandemic Response

President

Thomas Coughlin

Coughlin Associates

Recent Kioxia developments, and in particular, the development of its Ethernet native SSDs for a EBOF and the KumoScale block, file and object storage container storage are innovations that could drive additional value for the company and help in getting a better price in a future IPO, when the overall NAND flash industry is in a more profitable part of its cycle.

Recent Kioxia developments, and in particular, the development of its Ethernet native SSDs for a EBOF and the KumoScale block, file and object storage container storage are innovations that could drive additional value for the company and help in getting a better price in a future IPO, when the overall NAND flash industry is in a more profitable part of its cycle.

Kioxia Announcements Enhance Company Value

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)

WSTS Forecast Update All Positive

WSTS announced a very bullish semiconductor forecast, but this Insight shows why the careful investor needs to understand how this forecast came to...

Jim Handy

October Semiconductor Revenues Continue Upward Trend

October semiconductor sales showed impressive growth. Will this acceleration continue? This post indicates that revenues are most likely to drop...

Jim Handy

Micron Updates Current Quarter Guidance

Micron Technology just upgraded its guidance for the current quarter. This Insight shows how this is positive for both Micron and for the industry.

Jim Handy

2021 Memory Market Hinges on Pandemic Response

Will the semiconductor market collapse in 2021? A lot depends on the impact that COVID-19 has on the global economy. This Insight examines how...

Jim Handy

Kioxia Announcements Enhance Company Value

Kioxia announcements, particularly ethernet native SSDs and KumoScale block, file and object container storage support enhance future value.

Thomas Coughlin

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