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

Samsung 2Q21 Semiconductor Earnings Super Strong, For Now

Semiconductors Continue Surprise Strength

Micron Posts 2nd-Best-Ever Quarter.  Outlook Positive

Micron 2QF21: Everything's Good and Getting Even Better

SK Hynix Posts Good Results, Expects Even Better

Samsung Earnings Disappoint After Strong SK Hynix Call

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

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

<p>DRAM spot prices have tumbled 11% since early April.  Does this imply a DRAM market downturn in the current quarter?  Will Samsung, SK hynix, and Micron report lower revenues?  A close look at the figures implies that this correction is unlikely to be severe enough to drive a revenue decrease.</p>

DRAM spot prices have tumbled 11% since early April.  Does this imply a DRAM market downturn in the current quarter?  Will Samsung, SK hynix, and Micron report lower revenues?  A close look at the figures implies that this correction is unlikely to be severe enough to drive a revenue decrease.

Samsung Electronics

Does DRAM Price Slide Threaten Samsung?