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

Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.

Micron Rising On Earnings Beat & Upbeat Outlook.

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

Thematic (Sector/Industry)

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

<p>The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to COVID-19.  On the whole revenues have fallen back to trend thanks to the recent market collapse, but China's response to that country's outbreak shows what may be in store for other regions.</p>

The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to COVID-19.  On the whole revenues have fallen back to trend thanks to the recent market collapse, but China's response to that country's outbreak shows what may be in store for other regions.

May Chip Shipments Up, but Outlook Is Confused