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

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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

<ul>
<li>SK hynix announced their second-highest revenue and operating profit for the first quarter of 2025</li>
<li>Much of the company's performance is the result of its first-mover advantage and excellent execution in the HBM market</li>
<li>Two issues threaten the company: AI growth may stall, and tariff changes could interfere with the company's global supply chain</li>
</ul>


SK hynix announced their second-highest revenue and operating profit for the first quarter of 2025
Much of the company's performance is the result of its first-mover advantage and excellent execution in the HBM market
Two issues threaten the company: AI growth may stall, and tariff changes could interfere with the company's global supply chain


SK Hynix Earnings Highlights Strong AI Dependence and Tariff Concerns