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: Plan Is Good. Market? Not So Much!

Micron Q4 2019 Earnings & Outlook.Things May Be Worse Than They Appear.

Micron. Things May Be Getting Worse But They Are Still Remarkably Good.

Micron: Things Are Bad, and Getting Worse!

Micron's Guidance Bombshell Signals Troubled Times Ahead For Beleaguered Semiconductor Segment

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 June 25 earnings call was clearly a very difficult event for the company's executives.  Not only is the company suffering the impact of a DRAM price collapse and low NAND prices, but it has been hit from the other side by the US trade war with China.  This Insight explores both of these phenomena and does what it can to project the company's outlook for the future.</p>

Micron's June 25 earnings call was clearly a very difficult event for the company's executives.  Not only is the company suffering the impact of a DRAM price collapse and low NAND prices, but it has been hit from the other side by the US trade war with China.  This Insight explores both of these phenomena and does what it can to project the company's outlook for the future.

Micron Technology

Micron Technology's Tough Call