Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

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

Equity Bottom-Up

In an investor confernce call today <a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron Technology (MU US)</a> revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> be undermined by this move?

In an investor confernce call today Micron Technology (MU US) revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer Intel Corp (INTC US) be undermined by this move?

Micron Kills 3D XPoint - Is Intel in Trouble?

Thematic (Sector/Industry)

The SIA released its semiconductor figures for January - sales were up 13.2% over January of 2020 and 0.9% over a record December.  The year is off to a good start, despite COVID issues, shortages, earthquakes, and extreme weather.

The SIA released its semiconductor figures for January - sales were up 13.2% over January of 2020 and 0.9% over a record December.  The year is off to a good start, despite COVID issues, shortages, earthquakes, and extreme weather.

Micron Technology today announced an upwards revision of its already-positive guidance.  Revenues are now expected to come in at $6.20-6.25 billion and GAAP EPS at $0.51-0.56 per share.  The stock is currently trading down from yesterday, after having experienced a 3% boost early this week.

Micron Technology today announced an upwards revision of its already-positive guidance.  Revenues are now expected to come in at $6.20-6.25 billion and GAAP EPS at $0.51-0.56 per share.  The stock is currently trading down from yesterday, after having experienced a 3% boost early this week.

Micron Ups Guidance: Revenues +10%, EPS +17%

President

Thomas Coughlin

Coughlin Associates

Seagate Technology Holdings PL / Equity Bottom-Up

Seagate showed how their HAMR-enabled HDDs will enable 22% annual growth rates in HDD capacity, leading to 50TB HDDs by 2026.  This growth in HDD capacity will enable high capacity HDDs for enterprise and data center applications to maintain a lower total cost of ownership than SSDs for some time to come.

Seagate showed how their HAMR-enabled HDDs will enable 22% annual growth rates in HDD capacity, leading to 50TB HDDs by 2026.  This growth in HDD capacity will enable high capacity HDDs for enterprise and data center applications to maintain a lower total cost of ownership than SSDs for some time to come.

The SIA has posted the semiconductor market's year-end total.  Revenues were up 6.5% over 2019, impressively above the industry's 3.9% average annual growth.  This is even more impressive given that the year started off with a consumer slump as the pandemic emerged.

The SIA has posted the semiconductor market's year-end total.  Revenues were up 6.5% over 2019, impressively above the industry's 3.9% average annual growth.  This is even more impressive given that the year started off with a consumer slump as the pandemic emerged.

United States

Western Digital Corporation is a global provider of solutions for the collection, storage, management, protection and use of digital content, including audio and video. The Company's products include hard drives, solid-state drives, and home entertainment and networking products.

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Western Digital (WDC US)

Micron Kills 3D XPoint - Is Intel in Trouble?

Will Micron's sudden exit from the 3D XPoint market threaten Intel or Intel's customers? It seems that this will actually be a relatively...

Jim Handy

January Semiconductors Up 13.2% Y/Y

Semiconductor revenues broke records in both December and January, and the business seems poised to continue to fare very well over 2021. This...

Jim Handy

Micron Ups Guidance: Revenues +10%, EPS +17%

Micron upgraded its guidance today (March 3) indicating that the company is doing unexpectedly well, and sees reason to believe that this strength...

Jim Handy

Seagate's HAMR Enables 50TB HDDs by 2026

Seagate shows how they will enable 50TB HDDs using HAMR by 2026 and why HDDs for secondary mass storage applications have a lower TCO than...

Thomas Coughlin

2020 Semiconductor Revenues Up 6.5%

How did the semiconductor market size up in 2020? This Insight shows that, despite COVID, the market enjoyed above-average growth, and appears...

Jim Handy

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