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

Thematic (Sector/Industry)

All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are faring compared to the market as a whole.  In brief, all appear to be dealing with the  current downturn relatively consistently, with the major difference being each company's margins.  This Insight explores total memory revenues at a relatively high level and gives an outlook for future years.

All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are faring compared to the market as a whole.  In brief, all appear to be dealing with the  current downturn relatively consistently, with the major difference being each company's margins.  This Insight explores total memory revenues at a relatively high level and gives an outlook for future years.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a broad-based advance. We highlight these improvements in this report, along with what we would like to see in order to have confidence in labeling this a bull market.  In today’s report we also highlight attractive Groups and stocks within Energy, Financials, Manufacturing, and Technology: Refining, Banks, Super-Regional, Industrial, Diversified, Large-Cap, and Data Storage Solutions &amp; Devices, Large-Cap.

Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a broad-based advance. We highlight these improvements in this report, along with what we would like to see in order to have confidence in labeling this a bull market.  In today’s report we also highlight attractive Groups and stocks within Energy, Financials, Manufacturing, and Technology: Refining, Banks, Super-Regional, Industrial, Diversified, Large-Cap, and Data Storage Solutions &amp; Devices, Large-Cap.

U.S. Equity Strategy: Dramatic Improvement

Equity Bottom-Up

A lot of worrisome news has recently been posted in advance of the SK hynix earning call this morning, but the call followed a time-tested formula, failing to address them.  For a change revenues increased, but earnings declined, yet management maintained a very positive outlook.

A lot of worrisome news has recently been posted in advance of the SK hynix earning call this morning, but the call followed a time-tested formula, failing to address them.  For a change revenues increased, but earnings declined, yet management maintained a very positive outlook.

SK Hynix Earnings Call Reveals Little but Bad News

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August.  The semiconductor market is in a period of uneasy stability that this analyst expects to end soon.

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August.  The semiconductor market is in a period of uneasy stability that this analyst expects to end soon.

Semiconductor Revenues On-Trend for August

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical downturn.  Data from leading memory chip manufacturers shows that, during the last quarter, prices had nearly reached cost, moving us to the next phase of the cycle.

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical downturn.  Data from leading memory chip manufacturers shows that, during the last quarter, prices had nearly reached cost, moving us to the next phase of the cycle.

After the Collapse: Semiconductors Enter the Next Phase

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)

Memory Market Revenue Overview 3Q19

All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are...

Jim Handy

U.S. Equity Strategy: Dramatic Improvement

Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...

Vermilion Research

SK Hynix Earnings Call Reveals Little but Bad News

A lot of worrisome news has recently been posted in advance of the SK hynix earning call this morning, but the call followed a time-tested formula,...

Jim Handy

Semiconductor Revenues On-Trend for August

At the beginning of October WSTS released its worldwide semiconductor revenue compilation for August. The semiconductor market is in a period of...

Jim Handy

After the Collapse: Semiconductors Enter the Next Phase

This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...

Jim Handy

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