Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Jim Handy of Objective Analysis has over 35 years in the electronics industry including 20 years as a leading semiconductor and SSD industry analyst. Early in his career he held marketing and design positions at leading semiconductor suppliers including Intel, National Semiconductor, and Infineon. A frequent presenter at trade shows, Mr. Handy is known for his technical depth, accurate forecasts, widespread industry presence and volume of publication. He has written hundreds of market reports, articles for trade journals, and white papers, and is frequently interviewed and quoted in the electronics trade press and other media.  He posts blogs at www.TheMemoryGuy.com, and www.TheSSDguy.com.

Semiconductors, Memory and SSDs Specialist

Does COVID-19 Imply A Bonanza for Micron?

Coronavirus Update/Economic Impact/Political Pressure

Tencent: The Best Anchor for Your Portfolio In the Coming Coronavirus Storm

Coronavirus & Commodities – What to Do? (Flash Note)

Gravity Works As WeWork Doesn't; Now Plan B

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)

Switzerland Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and current market conditions to get a good grasp of where the extremes are.  In brief, the current market oversupply limits the gap between the best-case and worst-case scenarios.  Without any coronavirus impact, the market should experience a decline of 0-5%.  If there is a serious impact from the coronavirus then a decline of no more than 10% can be expected.</p>

It's still early to understand the full implications of Wuhan's coronavirus outbreak, but we can look to the 2008 global financial collapse and current market conditions to get a good grasp of where the extremes are.  In brief, the current market oversupply limits the gap between the best-case and worst-case scenarios.  Without any coronavirus impact, the market should experience a decline of 0-5%.  If there is a serious impact from the coronavirus then a decline of no more than 10% can be expected.

Chips Vs. Coronavirus: Best-Case & Worst-Case Scenarios