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>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


Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Quantitative Analysis

<ul>
<li>The four major Korean metaverse ETFs' market caps surged by 934% from 76.2 billion won in 13 October to 788 billion won in 23 November.</li>
<li>Since 18 to 23 November, there has been a big sector rotation from the metaverse related stocks to Samsung Electronics and SK Hynix.</li>
<li>There will likely be high volatility among the metaverse related stocks with less than 1 trillion won in market cap in the upcoming metaverse ETFs rebalancing in December.</li>
</ul>


The four major Korean metaverse ETFs' market caps surged by 934% from 76.2 billion won in 13 October to 788 billion won in 23 November.
Since 18 to 23 November, there has been a big sector rotation from the metaverse related stocks to Samsung Electronics and SK Hynix.
There will likely be high volatility among the metaverse related stocks with less than 1 trillion won in market cap in the upcoming metaverse ETFs rebalancing in December.


Korean Metaverse ETFs Rebalancing & A Sector Rotation into Semis?

The September semiconductor revenues are in, bringing the third quarter to a close.  Both the month and the quarter reached all-time highs.  Although today's boom shows no sign of ending, there is ample precedent to tell us what will occur once supply catches up with demand.  This Insight explores the current market and the likely outcome.

The September semiconductor revenues are in, bringing the third quarter to a close.  Both the month and the quarter reached all-time highs.  Although today's boom shows no sign of ending, there is ample precedent to tell us what will occur once supply catches up with demand.  This Insight explores the current market and the likely outcome.

Equity Bottom-Up

Samsung announced near-record semiconductor revenues in its third quarter on 28 October 2021.  Management indicated that this strength, that has bolstered the firm's overall revenues, seems likely to continue into 2022.

Samsung announced near-record semiconductor revenues in its third quarter on 28 October 2021.  Management indicated that this strength, that has bolstered the firm's overall revenues, seems likely to continue into 2022.

Samsung Reports Near-Record Semi Revenues With Strong Outlook

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 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

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)

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

Korean Metaverse ETFs Rebalancing & A Sector Rotation into Semis?

Despite the tremendous surge in the Korean metaverse ETFs in the past five weeks, the metaverse ETFs have been underperforming relative to Samsung...

Douglas Kim

Semiconductors Continue Full Speed Ahead

Again chip sales have reached record highs. How long will this last? What will happen when it ends? This Insight dips into that to provide some...

Jim Handy

Samsung Reports Near-Record Semi Revenues With Strong Outlook

Like its competitors Micron and SK hynix, Samsung has profited well from memories and promises to continue along this path, perhaps to replicate...

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

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