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)

DRAM and NAND flash makers have reported their first quarter earnings, and this has shown that DRAM revenues have grown slowly and NAND flash has stayed relatively flat.  DRAM and NAND market share breakouts have remained relatively stable for a year or longer, but recent spot market activity indicates that DRAM revenues may be headed for a correction.

DRAM and NAND flash makers have reported their first quarter earnings, and this has shown that DRAM revenues have grown slowly and NAND flash has stayed relatively flat.  DRAM and NAND market share breakouts have remained relatively stable for a year or longer, but recent spot market activity indicates that DRAM revenues may be headed for a correction.

While March semiconductor revenues reached record levels, a price downturn appears to have begun.  This downturn seems likely to have a short duration before the market resumes its good growth for the rest of the year.

While March semiconductor revenues reached record levels, a price downturn appears to have begun.  This downturn seems likely to have a short duration before the market resumes its good growth for the rest of the year.

Equity Bottom-Up

In today's Samsung earnings call the company reported lower semiconductor profits than those of its first quarter, and gave relatively weak excuses for the company's performance.  This comes one day after SK hynix revealed higher-than-expected revenues and earnings for the same quarter, and one month after a very positive call from Micron.

In today's Samsung earnings call the company reported lower semiconductor profits than those of its first quarter, and gave relatively weak excuses for the company's performance.  This comes one day after SK hynix revealed higher-than-expected revenues and earnings for the same quarter, and one month after a very positive call from Micron.

Samsung Earnings Disappoint After Strong SK Hynix Call

SK hynix' earnings call today showed good results, and management's outlook is for an even more positive second quarter and second half.  As a result, the company is accelerating its capital spending.

SK hynix' earnings call today showed good results, and management's outlook is for an even more positive second quarter and second half.  As a result, the company is accelerating its capital spending.

SK Hynix Posts Good Results, Expects Even Better

For the third month in a row semiconductor revenues have been 14% or more above trend, to set historic records.  This Smartkarma Insight explores this phenomenon and the price dynamic that is driving it.

For the third month in a row semiconductor revenues have been 14% or more above trend, to set historic records.  This Smartkarma Insight explores this phenomenon and the price dynamic that is driving it.

February Semiconductor Revenues Remain Impressively Above Trend

United States

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

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Micron Technology (MU US)

NAND Flash, DRAM Status & Outlook

The DRAM and NAND flash markets have recently performed well, but there's are hints that the best quarter of this cycle is behind us.

Jim Handy

March Semiconductor Sales Up Yet Again

The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...

Jim Handy

Samsung Earnings Disappoint After Strong SK Hynix Call

Samsung's April 29 earnings call was lackluster compared to its competitors' recent announcements. Is the company losing its technology lead? Are...

Jim Handy

SK Hynix Posts Good Results, Expects Even Better

SK hynix' April 28 earnings call disclosed not only a good first quarter, but also a great outlook for the rest of 2021, not just for SK hynix, but...

Jim Handy

February Semiconductor Revenues Remain Impressively Above Trend

What is driving the current boom in semiconductors? An ongoing shortage, which is driving striking price increases, leading to record revenues. ...

Jim Handy

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