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

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!

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Capital Markets

Micron Technology / Equity Capital Markets

<ul><li>Semiconductors behemoth, Micron Technology has a dominant position in the DRAM (Dynamic Random Access Memory) products market with its offerings being used heavily in consumer PCs and mobiles.</li><li>Apart from DRAM, the company is also a leading provider of non-volatile, rewriteable storage products (NAND) that are used in solid-state drives (SSDs).</li><li>The applications of Micron’s products is rapidly rising in cloud servers and various forms of industrial, as well as other enterprise-based setups.</li></ul>

Semiconductors behemoth, Micron Technology has a dominant position in the DRAM (Dynamic Random Access Memory) products market with its offerings being used heavily in consumer PCs and mobiles.Apart from DRAM, the company is also a leading provider of non-volatile, rewriteable storage products (NAND) that are used in solid-state drives (SSDs).The applications of Micron’s products is rapidly rising in cloud servers and various forms of industrial, as well as other enterprise-based setups.

Micron Technology Inc - Investment Thesis

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)

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

Micron Technology Inc - Investment Thesis

Semiconductors behemoth, Micron Technology has a dominant position in the DRAM (Dynamic Random Access Memory) products market with its offerings...

Baptista Research

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