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 OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET

TSMC. Strong Q2 & Improved FY 2020 Outlook Since Q1 Despite Twin Headwinds Of COVID-19 & Huawei Ban.

Spring WSTS Semiconductor Forecast Gives Mixed Outlook

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

Thematic (Sector/Industry)

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

<p>WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.</p><p>While this indicates that the industry's sensitivity to the COVID-19 pandemic is mild, close inspection reveals that May revenues have been re-stated, and this has muted the decline.  This Smartkarma Insight explores June revenues and these restatements.</p>

WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the industry's sensitivity to the COVID-19 pandemic is mild, close inspection reveals that May revenues have been re-stated, and this has muted the decline.  This Smartkarma Insight explores June revenues and these restatements.

WSTS Reports June Semis: Lessens M/M Decline by Restating May

Semiconductors and Semiconductor Equipment

WSTS Reports June Semis: Lessens M/M Decline by Restating May