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

TMT Weekly: 3 Things That Stood Out the Week of 6/25/2021

Figuring Out the Intel/GLOBALFOUNDRIES Deal

Intel Reveals Plan to Restore Process Leadership

Intel IDM 2.0: Bold Move Or Desperate Gamble?

Intel. Reaching A $1 Trillion Market Cap In Five Years Depends On Three Key Strategies

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>Intel recently announced a reorganization, splitting up one group and merging three others, while also creating a new software organization.  The intent is to better align the company with the markets it serves.  All of this has been achieved with only one notable executive departure, and one new hire.</p>

Intel recently announced a reorganization, splitting up one group and merging three others, while also creating a new software organization.  The intent is to better align the company with the markets it serves.  All of this has been achieved with only one notable executive departure, and one new hire.

Intel Corp

Intel Re-Shuffles Top Management Tier