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

Toshiba: King Street Assumptions Look Exceedingly Optimistic

Toshiba: King Street's Buyback Proposals Lack Required Detail

Toshiba: King Street's Valuation Analysis Is... Punchy?

Micron. Modeling DRAM Through The Lens Of A Looming Price Correction

Micron. What The Market Is Missing, For Now.

Semiconductors. Is the Bubble About To Burst?

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>It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not difficult to explain.  In the future these technologies will decouple, but for the current down-cycle the two are entangled, with NAND's oversupply inevitably leading to a DRAM oversupply.</p>

It is puzzling to some that today's NAND flash price collapse will necessarily lead to DRAM trouble, but the relationship between the two is not difficult to explain.  In the future these technologies will decouple, but for the current down-cycle the two are entangled, with NAND's oversupply inevitably leading to a DRAM oversupply.

Samsung Electronics

How NAND's Fall Leads to a DRAM Collapse