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

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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

<p>The COVID-19 virus has undertaken a significant upturn in Korea.  Since Samsung and SK hynix dominate two of the markets that Micron is in, one would naturally anticipate that the outbreak could benefit Micron, a US-based firm.  In this SmartKarma Insight we will examine that line of thought and see why it misses key facts that must be considered.</p>

The COVID-19 virus has undertaken a significant upturn in Korea.  Since Samsung and SK hynix dominate two of the markets that Micron is in, one would naturally anticipate that the outbreak could benefit Micron, a US-based firm.  In this SmartKarma Insight we will examine that line of thought and see why it misses key facts that must be considered.

Does COVID-19 Imply A Bonanza for Micron?

Micron Technology

Does COVID-19 Imply A Bonanza for Micron?