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

Micron. Things Are Getting Better But They're Still Not Great.

Korea Stock Market Monthly Recap #43 (December 2019) + Beckham Tries Hanwoo

Micron. Lowering Expectations Ahead Of Earnings

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

Equity Bottom-Up

<p>In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a revenue trough that should turn back up after the current quarter.  Not only is this realistic, but the company's new strategy is playing out in a very measurable way, indicating that Micron could emerge from the current downturn in a better position than most of its competition.</p>

In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a revenue trough that should turn back up after the current quarter.  Not only is this realistic, but the company's new strategy is playing out in a very measurable way, indicating that Micron could emerge from the current downturn in a better position than most of its competition.

Micron Expresses Hopes for Better Quarters Ahead

Micron Technology

Micron Expresses Hopes for Better Quarters Ahead