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

Thematic (Sector/Industry)

Switzerland Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Both DRAM and NAND flash have trended down in 4Q21 and 1Q22, but both markets are still more than 20% higher than last year</li>
<li>Samsung and Micron both made modest Q/Q share gains in both DRAM and NAND flash while all others experienced modest market share losses</li>
<li>Micron's new focus on profit share is paying off, providing the company a better payback than its competition.</li>
</ul>


Both DRAM and NAND flash have trended down in 4Q21 and 1Q22, but both markets are still more than 20% higher than last year
Samsung and Micron both made modest Q/Q share gains in both DRAM and NAND flash while all others experienced modest market share losses
Micron's new focus on profit share is paying off, providing the company a better payback than its competition.


Q1 Memory Results Down, But Encouraging