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

Does COVID-19 Imply A Bonanza for Micron?

Semiconductors & COVID-19: Apple's Profit Warning Is Just The Tip Of A Very Big Iceberg

Semiconductor WFE Strong 2019 Finish And Double Digit 2020 Outlook, Albeit With A Coronavirus Caveat

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, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow in January.  Still, excessive capital spending, COVID-19, and trade wars are likely to prevent the market from realizing a full recovery in 2020.</p>

WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow in January.  Still, excessive capital spending, COVID-19, and trade wars are likely to prevent the market from realizing a full recovery in 2020.

Taiwan Semiconductor (TSMC) - ADR (TSM US)

WSTS Reports Slowing Chip Decline