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

Memory. Revenues Rise Slightly QoQ While Operating Profits Look Set To Remain Under Pressure.

Semiconductor Memory Prices Still Falling

Micron Q4 2019 Earnings & Outlook.Things May Be Worse Than They Appear.

Micron: Plan Is Good. Market? Not So Much!

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)

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

<p>All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are faring compared to the market as a whole.  In brief, all appear to be dealing with the  current downturn relatively consistently, with the major difference being each company's margins.  This Insight explores total memory revenues at a relatively high level and gives an outlook for future years.</p>

All leading memory makers have released their earnings, and this allows us to see how the market is developing and how the various participants are faring compared to the market as a whole.  In brief, all appear to be dealing with the  current downturn relatively consistently, with the major difference being each company's margins.  This Insight explores total memory revenues at a relatively high level and gives an outlook for future years.

Memory Market Revenue Overview 3Q19