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

Hoya – Conf Call Points to Positives for EUV and Negatives for Olympus’ Endoscope Business

ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Hoya: Strong Demand for EUV Blanks/HDD Drives Better Than Expected 4QFY21 Results

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)

Hong kong Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>While Samsung argues that EUV is necessary to cost-effectively produce today's DRAMs, Micron plans to postpone its use of EUV until 2024.  Meanwhile, SK hynix is experimenting with the technology on its most advanced process node.</p>
<p>This Smartkarma Insight examines the reasons that each company is following a different path.  Although we can't predict which is the best direction, it is not difficult to see that Micron and Samsung are in better positions than SK hynix, and that ASML will thrive no matter which side wins.</p>

While Samsung argues that EUV is necessary to cost-effectively produce today's DRAMs, Micron plans to postpone its use of EUV until 2024.  Meanwhile, SK hynix is experimenting with the technology on its most advanced process node.
This Smartkarma Insight examines the reasons that each company is following a different path.  Although we can't predict which is the best direction, it is not difficult to see that Micron and Samsung are in better positions than SK hynix, and that ASML will thrive no matter which side wins.

Does DRAM Need EUV?