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

May Chip Shipments Up, but Outlook Is Confused

Does COVID-19 Imply A Bonanza for Micron?

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

Equity Bottom-Up

<p>Micron's just-announced fiscal Q3 showed good sequential growth of 16% driven by unusually-high data center demand and Micron's focus on high-value products and market share gains.  This Smartkarma Insight gives more detail on the breakdown of Micron's revenues, its market share compared to that of its competition, and the company's profitability compared to its peers.</p>

Micron's just-announced fiscal Q3 showed good sequential growth of 16% driven by unusually-high data center demand and Micron's focus on high-value products and market share gains.  This Smartkarma Insight gives more detail on the breakdown of Micron's revenues, its market share compared to that of its competition, and the company's profitability compared to its peers.

Micron Technology

Micron Earnings Surprisingly Strong