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Jim Handy

Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis

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26 Jun 2024 06:09

Micron Earnings - What to Expect

​Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market...

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bullishNVIDIA Corp
23 May 2024 09:47

Nvidia Up Sharply Again - Can This Last?

​Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...

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bullishSK Hynix
25 Apr 2024 11:58

SK Hynix: AI Is Still the Main Driver

Today's SK hynix earnings show the continued strength of AI demand, but not in HBM as most  industry observers expected.  This time NAND flash is...

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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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