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)

The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast published six months ago.  At a more detailed level, though, there have been some significant changes that we explore here.

The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast published six months ago.  At a more detailed level, though, there have been some significant changes that we explore here.

Spring WSTS Semiconductor Forecast Gives Mixed Outlook

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul class="">
<li>AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products.</li>
<li>Kuaishou, the second largest short video app in China, will promote JD.com (JD) instead of Alibaba (BABA) and Pinduoduo (PDD).</li>
<li>The State Post Bureau of China expected home delivery orders to increase by 39.6% YoY in May.</li>
</ul>


AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products.
Kuaishou, the second largest short video app in China, will promote JD.com (JD) instead of Alibaba (BABA) and Pinduoduo (PDD).
The State Post Bureau of China expected home delivery orders to increase by 39.6% YoY in May.


China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.

The SIA has released April's semiconductor shipment numbers, and they look positive enough.  There is still considerable uncertainty both from the COVID pandemic and from the on-again, off-again US/China Trade War.

The SIA has released April's semiconductor shipment numbers, and they look positive enough.  There is still considerable uncertainty both from the COVID pandemic and from the on-again, off-again US/China Trade War.

Semiconductors in April: COVID Impact Still Small

Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD profits.  This Smartkarma Insight explains why this makes sense for the company and projects that once Intel has achieved its strategic goal it will divest itself of both its 3D XPoint and NAND flash businesses.

Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD profits.  This Smartkarma Insight explains why this makes sense for the company and projects that once Intel has achieved its strategic goal it will divest itself of both its 3D XPoint and NAND flash businesses.

Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a different direction than the company has known in the past.  In order to retain its leadership Intel must undergo changes to meet this new reality.

Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a different direction than the company has known in the past.  In order to retain its leadership Intel must undergo changes to meet this new reality.

How Economics Will Undermine Intel's Processor Dominance

United States

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

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Advanced Micro Devices (AMD US)

Spring WSTS Semiconductor Forecast Gives Mixed Outlook

The Spring WSTS semiconductor forecast has been announced and it is very similar at the top-line level to the organization's Autumn forecast...

Jim Handy

China Internet Weekly (8Jun2020): AMD Said Not to Buy AMD on Pinduoduo.

AMD (AMD) claimed they had not authorized Pinduoduo (PDD) to sell any of their products. Kuaishou, the second largest short video app in China,...

Ming Lu

Semiconductors in April: COVID Impact Still Small

The SIA has released April's semiconductor shipment numbers, and they look positive enough. There is still considerable uncertainty both from the...

Jim Handy

What's Intel Doing in Memory Chips?

Intel is losing over one billion dollars every year on its 3D XPoint memory chips, a loss that is only partly offset by meager NAND flash and SSD...

Jim Handy

How Economics Will Undermine Intel's Processor Dominance

Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...

Jim Handy

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