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

Intel. Deja Vu All Over Again With 7nm Delayed One Year. Long TSMC.

AMD. Firing On All Cylinders While Intel Is Firing Their CTO.

Intel Architecture Day 2020. Forget 7nm, We've Got SuperFins!

How Economics Will Undermine Intel's Processor Dominance

Intel. The Competitive Threat That Is ARM.

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

Equity Bottom-Up

<p>In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19 and the work-from-home wave.  Management indicated that future quarters may not be as good.</p>

In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19 and the work-from-home wave.  Management indicated that future quarters may not be as good.

Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19

Intel Corp

Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19