INSIGHT PROVIDER
Jim Handy

Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis

190
Insights
73.5k
Views
196
Followers
Information Technology Thematic (Sector/Industry) Equity Bottom-Up
Refresh
13 Nov 2024 09:09

2025 High Conviction: AI Chip Spend Slows

AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...

Logo
218 Views
Share
17 Oct 2024 11:39

Semis Just Broke a Record.  Why Did Nobody Notice?

​August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...

Logo
321 Views
Share
19 Sep 2024 11:47

Current Semi Surge Still Strong

​The semiconductor market is experiencing a surge in demand driven by AI, but history suggests a potential collapse may be on the horizon.

Logo
246 Views
Share
22 Aug 2024 03:31

Could a Japan "Megaquake" Disrupt Semis?

Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before.  This insight examines what that...

Logo
197 Views
Share
24 Jul 2024 06:51

Is the AI Boom Over?

​Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...

Logo
438 Views
Share
x