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 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.

President

Thomas Coughlin

Coughlin Associates

HDD capacity shipments exceeded 1 ZB for the first time in 2020.  Continued growth of nearline colder storage will drive HDD shipping capacity to about 3 times that amount by 2026.  Q4 2020 was up due to renewed nearline HDD strength and increased demand for other applications.

HDD capacity shipments exceeded 1 ZB for the first time in 2020.  Continued growth of nearline colder storage will drive HDD shipping capacity to about 3 times that amount by 2026.  Q4 2020 was up due to renewed nearline HDD strength and increased demand for other applications.

HDD Capacity Shipments Exceeded 1ZB in 2020, 3ZB by 2026

The Semiconductor Industry Association released world semiconductor revenues for November.  The trend is still positive with year-to-date revenues 5.9% above those of 2019.  This helps underscore the improved guidance chip makers are providing.

The Semiconductor Industry Association released world semiconductor revenues for November.  The trend is still positive with year-to-date revenues 5.9% above those of 2019.  This helps underscore the improved guidance chip makers are providing.

November Semiconductor Sales Continue Upward Trend

Solid state storage is now primary storage in many applications, driven by the wide-spread use of NAND flash.  NVMe is now the dominant SSD interface, enabling new network and storage architectures.  MRAM and 3D XPoint memory are appearing in many storage/memory products and the slow-down in NOR, SRAM and DRAM scaling are opening opportunities for RRAM and FRAM memories as well.  All these memory technologies are enabling established and startup companies.

Solid state storage is now primary storage in many applications, driven by the wide-spread use of NAND flash.  NVMe is now the dominant SSD interface, enabling new network and storage architectures.  MRAM and 3D XPoint memory are appearing in many storage/memory products and the slow-down in NOR, SRAM and DRAM scaling are opening opportunities for RRAM and FRAM memories as well.  All these memory technologies are enabling established and startup companies.

Solid State Storage and Memory in 2021:  New Opportunities for Leaders and Startups

In 2020 the semiconductor market defied the odds by thriving as a result of the COVID-19 pandemic, rather than suffering from it.  2021 is lining up to do similarly well, but the risk of a global economic collapse would drag the chip market in the opposite direction.  This Insight explores both possibilities.

In 2020 the semiconductor market defied the odds by thriving as a result of the COVID-19 pandemic, rather than suffering from it.  2021 is lining up to do similarly well, but the risk of a global economic collapse would drag the chip market in the opposite direction.  This Insight explores both possibilities.

2021 High Conviction: Semiconductor Growth with COVID Risk

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)

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

HDD Capacity Shipments Exceeded 1ZB in 2020, 3ZB by 2026

HDD capacity shipments exceeded 1 ZB for the first time in 2020. Continued growth of nearline colder storage will drive HDD shipping capacity to...

Thomas Coughlin

November Semiconductor Sales Continue Upward Trend

The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...

Jim Handy

Solid State Storage and Memory in 2021: New Opportunities for Leaders and Startups

Solid State Storage/Memory enables new applications in 2021, fueling storage systems and embedded device established and startup companies.

Thomas Coughlin

2021 High Conviction: Semiconductor Growth with COVID Risk

In 2021 either the chip market will grow or a COVID-driven collapse will cause it to decline. This Insight shows how to estimate either extreme,...

Jim Handy

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