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

DRAM Market Poised for Steady Growth in 2022

Semiconductor Revenues Remain Well Above Trend

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

<ul>
<li>Micron Technology posted revenues of 7.7 billion for its most recent quarter, down 7% Q/Q but up 33% Y/Y with a 47% gross margin</li>
<li>The company provided a positive outlook for the upcoming quarter and for its future in general</li>
<li>This is in stark contrast with recent forecasts based on a big decline in spot market DRAM and NAND flash prices.  We show spot prices to be unreliable predictors.</li>
</ul>


Micron Technology posted revenues of 7.7 billion for its most recent quarter, down 7% Q/Q but up 33% Y/Y with a 47% gross margin
The company provided a positive outlook for the upcoming quarter and for its future in general
This is in stark contrast with recent forecasts based on a big decline in spot market DRAM and NAND flash prices.  We show spot prices to be unreliable predictors.


Micron Bullish After Strong Showing, Counter to Certain Forecasts