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

<ul>
<li>Privately-Held Kioxia is ripe for an IPO, but there's been no announcement</li>
<li>Meanwhile, the company's end market, NAND flash chips, is setting new revenue records</li>
<li>Bain &amp; Company may miss an important window by waiting too long to go public</li>
</ul>


Privately-Held Kioxia is ripe for an IPO, but there's been no announcement
Meanwhile, the company's end market, NAND flash chips, is setting new revenue records
Bain &amp; Company may miss an important window by waiting too long to go public


Thematic (Sector/Industry)

<ul>
<li>The 2021 memory market is poised to reach/exceed $160 billion US this year</li>
<li>NAND flash has broken its record, and DRAM is approaching its 2018 highs</li>
<li>Small market share shifts favor NAND companies outside of the US, particularly Samsung</li>
</ul>


The 2021 memory market is poised to reach/exceed $160 billion US this year
NAND flash has broken its record, and DRAM is approaching its 2018 highs
Small market share shifts favor NAND companies outside of the US, particularly Samsung


The September semiconductor revenues are in, bringing the third quarter to a close.  Both the month and the quarter reached all-time highs.  Although today's boom shows no sign of ending, there is ample precedent to tell us what will occur once supply catches up with demand.  This Insight explores the current market and the likely outcome.

The September semiconductor revenues are in, bringing the third quarter to a close.  Both the month and the quarter reached all-time highs.  Although today's boom shows no sign of ending, there is ample precedent to tell us what will occur once supply catches up with demand.  This Insight explores the current market and the likely outcome.

SK hynix posted record revenues in 3Q21 despite lackluster performance from its DRAM business.  This provides the possibility that 4Q21 earnings, with continuing NAND flash success and the recovery of lost DRAM revenues, could be a stellar quarter for the company.

SK hynix posted record revenues in 3Q21 despite lackluster performance from its DRAM business.  This provides the possibility that 4Q21 earnings, with continuing NAND flash success and the recovery of lost DRAM revenues, could be a stellar quarter for the company.

SK Hynix: Record Revenues, Promising Future

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August semiconductor revenues set new records worldwide and in nearly every region.  This is a continuation of a growth trend that has been playing out since the end of 2019, with each month setting new records since December of last year.

August Semiconductor Revenues Break Records Once Again

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)

Will Kioxia IPO Miss Its Window?

Privately-held Kioxia has been hinting at an IPO for a year, and its end market has just set a record. Can the company afford to delay any longer,...

Jim Handy

Memory Chip Market Setting Records

The memory markets: DRAM and NAND flash, are repeating their 2018 performance, with Samsung taking market share gains. Investors should have a look.

Jim Handy

Semiconductors Continue Full Speed Ahead

Again chip sales have reached record highs. How long will this last? What will happen when it ends? This Insight dips into that to provide some...

Jim Handy

SK Hynix: Record Revenues, Promising Future

Despite stumbling in DRAM, SK hynix posted record revenues, and seems poised to do even better in 4Q21. NAND flash is finally making important...

Jim Handy

August Semiconductor Revenues Break Records Once Again

Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...

Jim Handy

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