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

ASML. Solid Q2 But New Bookings Significantly Down As COVID-19 Clouds Medium Term Outlook.

ASML. Strong Earnings, Conservative Outlook Albeit With Significant Upside Potential.

Semiconductor WFE. Going From Strength To Strength.

ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins

ASML. Second Half Memory Recovery Is More Hope Than Expectation

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>ASML, a company  that  makes tools for the  semiconductor industry, has been out-performing the market despite a downturn in the chip business.  The company has a stranglehold on advanced lithography equipment and established customers as well as new entrants in China all want to acquire these tools in the near future.</p><p>Although uncertainties exist between China's economy and COVID-19, US-China trade sanctions, and the possibility of a coronavirus-driven global meltdown, the company's stock still appears to be strong.</p>

ASML, a company  that  makes tools for the  semiconductor industry, has been out-performing the market despite a downturn in the chip business.  The company has a stranglehold on advanced lithography equipment and established customers as well as new entrants in China all want to acquire these tools in the near future.Although uncertainties exist between China's economy and COVID-19, US-China trade sanctions, and the possibility of a coronavirus-driven global meltdown, the company's stock still appears to be strong.

ASML Holding NV

Is ASML's Steady Rise About To End?