Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Jim Handy of Objective Analysis has over 35 years in the electronics industry including 20 years as a leading semiconductor and SSD industry analyst. Early in his career he held marketing and design positions at leading semiconductor suppliers including Intel, National Semiconductor, and Infineon. A frequent presenter at trade shows, Mr. Handy is known for his technical depth, accurate forecasts, widespread industry presence and volume of publication. He has written hundreds of market reports, articles for trade journals, and white papers, and is frequently interviewed and quoted in the electronics trade press and other media.  He posts blogs at www.TheMemoryGuy.com, and www.TheSSDguy.com.

Semiconductors, Memory and SSDs Specialist

Korea Stock Market Monthly Recap #43 (December 2019) + Beckham Tries Hanwoo

Semiconductor Surge:  GEM Managers Hit Max Exposure

Semiconductor Memory. Where Do We Go From Here?

Micron. Things Are Getting Better But They're Still Not Great.

Micron Expresses Hopes for Better Quarters Ahead

Micron. Lowering Expectations Ahead Of Earnings

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)

Switzerland Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips.  This turnaround will change the  attitude of investors to this  market, leading to stock price gains well in advance to these companies' returns to profits.  Major companies to watch will be SK hynix, and Micron Technology, while privately-held Kioxia may schedule its IPO for 2020.  Samsung Electronics and WDC should experience more modest price increases because of the more  diverse nature of their businesses.</p>

2020 will experience a turnaround in semiconductor revenues, especially its most volatile (and largest) sector: memory chips.  This turnaround will change the  attitude of investors to this  market, leading to stock price gains well in advance to these companies' returns to profits.  Major companies to watch will be SK hynix, and Micron Technology, while privately-held Kioxia may schedule its IPO for 2020.  Samsung Electronics and WDC should experience more modest price increases because of the more  diverse nature of their businesses.

2020 High Conviction: Memory Chip Makers