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Jim Handy

Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis

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04 Apr 2024 09:14

Will Taiwan Quake Trigger a Shortage?

​Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...

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21 Mar 2024 07:34

Micron Earnings: HBM Driving Price Increases in Other Sectors

​Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.

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01 Mar 2024 13:24

The Big Question: Can Today's AI Surge Last?

Today there's a surge in AI spending, and this has led to a recovery for DRAM makers.  This Insight questions where this money is coming from, and...

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31 Jan 2024 11:02

Samsung Memory Revenues Up Impressively

​Samsung's memory business sees significant growth in Q4, driven by AI and inventory stabilization, nearing positive margins while SK hynix turns...

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21 Jan 2024 08:49

What to Expect In SK Hynix and Samsung Earnings Calls

How will the SK hynix earnings call on Jan 25 and the Samsung earnings call on Jan 31 play out?  Certain indicators, spelled out in this insight,...

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