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 World Semiconductor Trade Statistics (WSTS) for September have been released, and they indicate that 2020 will see modest revenue growth despite the COVID-19 pandemic.  This is a pleasant surprise given that so many people are currently unable to work or to spend money on their favorite activities.

The World Semiconductor Trade Statistics (WSTS) for September have been released, and they indicate that 2020 will see modest revenue growth despite the COVID-19 pandemic.  This is a pleasant surprise given that so many people are currently unable to work or to spend money on their favorite activities.

September Semiconductor Stats In: 2020 Growth Despite Pandemic

President

Thomas Coughlin

Coughlin Associates

Memory and storage demand are a critical ingredient in worldwide  digital transformations, spurred by the pandemic.  Demand for memory and processor investments, including domain specific processing, will drive semiconductor fab growth, especially in Asia through 2024.

Memory and storage demand are a critical ingredient in worldwide  digital transformations, spurred by the pandemic.  Demand for memory and processor investments, including domain specific processing, will drive semiconductor fab growth, especially in Asia through 2024.

The Pandemic Will Help Drive Silicon Wafer Fab Spending Increases Through 2023

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

Equity Bottom-Up

Nothing new here except a few things that the Chinese handset triumverates desire to gain market share in the absence of Huawei.  The problem is it seems Oppo + Vivo +  Xiaomi ("OPX") &gt; Huawei.  Are we all headed for a wake up call in the 1H21 with the Chinese handset oversupply?

Nothing new here except a few things that the Chinese handset triumverates desire to gain market share in the absence of Huawei.  The problem is it seems Oppo + Vivo +  Xiaomi ("OPX") &gt; Huawei.  Are we all headed for a wake up call in the 1H21 with the Chinese handset oversupply?

Hynix Earnings Recap - Oh, Oh - Is Everyone Running the Same Direction?

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

China's flagship NAND flash maker, YMTC, is already in production and certain prognosticators predict that the company will take an 8% share of the  NAND flash market in 2021.  This Smartkarma Insight evaluates the company's current status and comes to the conclusion that its success with its current endeavor is less likely than these prognosticators would believe.

China's flagship NAND flash maker, YMTC, is already in production and certain prognosticators predict that the company will take an 8% share of the  NAND flash market in 2021.  This Smartkarma Insight evaluates the company's current status and comes to the conclusion that its success with its current endeavor is less likely than these prognosticators would believe.

Is YMTC Really a Threat to the NAND Flash Memory Business?

South Korea

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

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SK Hynix (000660 KS)

September Semiconductor Stats In: 2020 Growth Despite Pandemic

September's semiconductor industry stats indicate 5+% growth for 2020. Can the business sustain this, or will COVID-19 and/or the US-China Trade...

Jim Handy

The Pandemic Will Help Drive Silicon Wafer Fab Spending Increases Through 2023

Increased semi fab investments in Asia, spurred by investments to provide services during the pandemic, will drive digital transformations

Thomas Coughlin

Hynix Earnings Recap - Oh, Oh - Is Everyone Running the Same Direction?

Is Chinese handset glut inevitable? It seems that we are headed for a significant supply by Oppo, Vivo and Xiaomi to more than offset the hole...

Ken S. Kim

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

Is YMTC Really a Threat to the NAND Flash Memory Business?

YMTC is China's path to semiconductor autonomy, but its current path will lead to failure. The company needs a technology partner.

Jim Handy

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