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

February Semiconductor Revenues Remain Impressively Above Trend

SK Hynix Posts Good Results, Expects Even Better

Samsung Earnings Disappoint After Strong SK Hynix Call

Micron Reports Solid 1QFY21, Adds New Twist to Strategy

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>Micron Technology's March 31 second-fiscal-quarter earnings call told not only of a strong recent quarter, but of a very positive outlook for the next several quarters as the DRAM market is experiencing a growing shortage and the NAND flash market seems to be going into balance.</p>

Micron Technology's March 31 second-fiscal-quarter earnings call told not only of a strong recent quarter, but of a very positive outlook for the next several quarters as the DRAM market is experiencing a growing shortage and the NAND flash market seems to be going into balance.

Micron 2QF21: Everything's Good and Getting Even Better