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

Global Semiconductors:  Consolidation, but Active Funds Remain Well Invested

Japan Quake and Chip Shortages, Tough on Auto?

Micron 2QF21: Everything's Good and Getting Even Better

SK Hynix Posts Good Results, Expects Even Better

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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 today's Samsung earnings call the company reported lower semiconductor profits than those of its first quarter, and gave relatively weak excuses for the company's performance.  This comes one day after SK hynix revealed higher-than-expected revenues and earnings for the same quarter, and one month after a very positive call from Micron.</p>

In today's Samsung earnings call the company reported lower semiconductor profits than those of its first quarter, and gave relatively weak excuses for the company's performance.  This comes one day after SK hynix revealed higher-than-expected revenues and earnings for the same quarter, and one month after a very positive call from Micron.

Samsung Earnings Disappoint After Strong SK Hynix Call

Samsung Electronics

Samsung Earnings Disappoint After Strong SK Hynix Call