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

Semiconductors. The Downturn Is Over. Or Is It?

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Micron's Results Likely to Call a Memory Market Trough and Highlight New HBM DRAM for AI

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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)

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

<ul>
<li>HBM DRAM, used for GPUs in AI, has enjoyed stable pricing while other DRAM prices have collapsed</li>
<li>This has attracted the attention of all DRAM makers, but SK hynix has a first-mover advantage</li>
<li>Although increased competition will reduce HBM prices, it will have little impact on GPU maker margins</li>
</ul>


HBM DRAM, used for GPUs in AI, has enjoyed stable pricing while other DRAM prices have collapsed
This has attracted the attention of all DRAM makers, but SK hynix has a first-mover advantage
Although increased competition will reduce HBM prices, it will have little impact on GPU maker margins


HBM's Impact on DRAM Revenues