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)

<ul>
<li>WSTS released a forecast for 26% growth in 2021 and 9% in 2022 </li>
<li>Prior WSTS forecasts have been overheated in up years and too modest in down years</li>
<li>If today's demand bubble continues, sub-10% 2022 growth is likely.  Otherwise, there could be a collapse.</li>
</ul>


WSTS released a forecast for 26% growth in 2021 and 9% in 2022 
Prior WSTS forecasts have been overheated in up years and too modest in down years
If today's demand bubble continues, sub-10% 2022 growth is likely.  Otherwise, there could be a collapse.


WSTS Semi Forecast Very Bullish for 2021-22, but Is It Realistic?

Equity Bottom-Up

<ul>
<li>Privately-Held Kioxia is ripe for an IPO, but there's been no announcement</li>
<li>Meanwhile, the company's end market, NAND flash chips, is setting new revenue records</li>
<li>Bain &amp; Company may miss an important window by waiting too long to go public</li>
</ul>


Privately-Held Kioxia is ripe for an IPO, but there's been no announcement
Meanwhile, the company's end market, NAND flash chips, is setting new revenue records
Bain &amp; Company may miss an important window by waiting too long to go public


<ul>
<li>The 2021 memory market is poised to reach/exceed $160 billion US this year</li>
<li>NAND flash has broken its record, and DRAM is approaching its 2018 highs</li>
<li>Small market share shifts favor NAND companies outside of the US, particularly Samsung</li>
</ul>


The 2021 memory market is poised to reach/exceed $160 billion US this year
NAND flash has broken its record, and DRAM is approaching its 2018 highs
Small market share shifts favor NAND companies outside of the US, particularly Samsung


<p>SK hynix posted record revenues in 3Q21 despite lackluster performance from its DRAM business.  This provides the possibility that 4Q21 earnings, with continuing NAND flash success and the recovery of lost DRAM revenues, could be a stellar quarter for the company.</p>

SK hynix posted record revenues in 3Q21 despite lackluster performance from its DRAM business.  This provides the possibility that 4Q21 earnings, with continuing NAND flash success and the recovery of lost DRAM revenues, could be a stellar quarter for the company.

SK Hynix: Record Revenues, Promising Future

<p>August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.</p>

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August Semiconductor Revenues Break Records Once Again

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 Semi Forecast Very Bullish for 2021-22, but Is It Realistic?

The semiconductor market is on a tear, and WSTS forecasts that next year will see solid growth. This Insight examines the likelihood that 2022...

Jim Handy

Will Kioxia IPO Miss Its Window?

Privately-held Kioxia has been hinting at an IPO for a year, and its end market has just set a record. Can the company afford to delay any longer,...

Jim Handy

Memory Chip Market Setting Records

The memory markets: DRAM and NAND flash, are repeating their 2018 performance, with Samsung taking market share gains. Investors should have a look.

Jim Handy

SK Hynix: Record Revenues, Promising Future

Despite stumbling in DRAM, SK hynix posted record revenues, and seems poised to do even better in 4Q21. NAND flash is finally making important...

Jim Handy

August Semiconductor Revenues Break Records Once Again

Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...

Jim Handy

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