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

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.

Thematic (Sector/Industry)

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

SK hynix management has explained a plan to increase the company's NAND flash business and to improve its profitability.  Both goals are within reach, and both appear to be close to coming to fruition.

SK hynix management has explained a plan to increase the company's NAND flash business and to improve its profitability.  Both goals are within reach, and both appear to be close to coming to fruition.

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

In SK hynix' most recent earnings call the CEO shared his vision to grow the company to annual revenues of ₩100 trillion.  While the Intel flash acquisition helps in that direction, it is hard to see how management hopes to achieve its goal to build revenues to this level.

In SK hynix' most recent earnings call the CEO shared his vision to grow the company to annual revenues of ₩100 trillion.  While the Intel flash acquisition helps in that direction, it is hard to see how management hopes to achieve its goal to build revenues to this level.

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)

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

SK Hynix Nears Reaching Its NAND Goals

SK hynix has disappointed investors in its NAND flash performance, but it appears that this will soon change as management pursues new goals.

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

SK Hynix: Big Plans for The Future

SK hynix shared its long-term growth targets, and a little math indicates that the only likely way that this can be achieved is through a lot of...

Jim Handy

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