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

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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 Micron's earnings call today the company revealed that its second fiscal quarter hit the top of the company's guidance, and would have exceed that guidance had COVID-19 not occurred.  The company then gave a very cautious outlook for the current quarter.</p><p>Overall, though, Micron appears to be doing a laudable job of preparing for any challenges that the market may experience.</p>

In Micron's earnings call today the company revealed that its second fiscal quarter hit the top of the company's guidance, and would have exceed that guidance had COVID-19 not occurred.  The company then gave a very cautious outlook for the current quarter.Overall, though, Micron appears to be doing a laudable job of preparing for any challenges that the market may experience.

Micron: Great Quarter, but Outlook Is Confusing

Micron Technology

Micron: Great Quarter, but Outlook Is Confusing