INSIGHT PROVIDER
Jim Handy

Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis

198
Insights
101.5k
Views
199
Followers
Information Technology Thematic (Sector/Industry) Equity Bottom-Up

Top Sectors

Information Technology
99%
Materials
1%

Top Verticals

Thematic (Sector/Industry)
60%
Equity Bottom-Up
40%

Top Entities

Micron Technology
169
SK Hynix
168
Intel Corp
129
Western Digital
125
Samsung Electronics
112
Kioxia Holdings
72
NVIDIA Corp
70
Qualcomm Inc
61
Advanced Micro Devices
58
Nxp Semiconductors Nv
56

Top Countries

United States
2.4%
Japan
1.8%
Netherlands
1.7%
Finland
1.7%
Switzerland
1.7%
Italy
1.7%
Austria
1.7%
Israel
1.7%
Iceland
1.7%
Denmark
1.7%
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