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

Semiconductor Silicon Wafers Segment Q4 2022 Roundup & 2023 Outlook

Global Semiconductor Sales Fall 4% MoM, 20.7% YoY In February 2023

2022 High Conviction - Modest Semiconductor Growth

2023 High Conviction: Semiconductor Down Market

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

Thematic (Sector/Industry)

Zimbabwe Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Semiconductor revenues through January are behaving as Objective Analysis predicted in October</li>
<li>There has been a slight delay in the collapse, but overall, the collapse is very nearly following its predicted course.</li>
<li>Large memory makers will be the hardest hit, followed by processor vendors</li>
</ul>


Semiconductor revenues through January are behaving as Objective Analysis predicted in October
There has been a slight delay in the collapse, but overall, the collapse is very nearly following its predicted course.
Large memory makers will be the hardest hit, followed by processor vendors


Semiconductor Collapse Is Following Predicted Course