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

Reason Why Amazon Canceled DRAM Order from Samsung: Short-Term Impact on Samsung

Samsung's NXP Acquisition: Story Again Resurfaces, Trade Approach on SamE Common/1P

Samsung Electronics Share Class: Long 1P / Short Common on Falling Memory Prices

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>Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls.  This post compares the similarities and dissimilarities of those calls.  In brief, manufacturers are trying to make the best of what they hope to be a short-term oversupply, while history shows us that it is unlikely that the market will recover anytime soon.</p>

Recently Intel, Samsung, SK Hynix, and Western Digital hosted their quarterly earnings calls.  This post compares the similarities and dissimilarities of those calls.  In brief, manufacturers are trying to make the best of what they hope to be a short-term oversupply, while history shows us that it is unlikely that the market will recover anytime soon.

Memory Makers' Earnings Calls - Down Again