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

Thematic (Sector/Industry)

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

<p>During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and SK hynix.  Although SK hynix' inventory ties back to inefficient NAND flash manufacture, WDC's and Intel's were driven by  the DRAM price collapse, a product that neither company manufactures.  This Insight explains the reasons behind that.</p>

During the latest round of memory manufacturer earnings calls only three companies wrote down their inventories: Western Digital (WDC), Intel, and SK hynix.  Although SK hynix' inventory ties back to inefficient NAND flash manufacture, WDC's and Intel's were driven by  the DRAM price collapse, a product that neither company manufactures.  This Insight explains the reasons behind that.

Exploring Memory Companies' Inventory Write-Downs

Semiconductors and Semiconductor Equipment

Exploring Memory Companies' Inventory Write-Downs