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

Why Commodities Drive the Semiconductor Cycle

After the Collapse: Semiconductors Enter the Next Phase

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's Sept 29 4QF22 earnings call met the company's low guidance for the quarter</li>
<li>The company's current-quarter outlook is for a significantly worse 4QF22</li>
<li>This phenomenon will impact the earnings for all of Micron's competition in upcoming calls</li>
</ul>


Micron's Sept 29 4QF22 earnings call met the company's low guidance for the quarter
The company's current-quarter outlook is for a significantly worse 4QF22
This phenomenon will impact the earnings for all of Micron's competition in upcoming calls


Micron Technology

Micron FYQ4: Bad, and About to Get Worse