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

Qualcomm Turns the Crank on the Money Machine

UMS Holdings: Attractive Valuations & Continued Strong Global Demand for Semiconductor Equipment

Micron Posts 2nd-Best-Ever Quarter.  Outlook Positive

SK Hynix: Record Revenues, Promising Future

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>Samsung announced near-record semiconductor revenues in its third quarter on 28 October 2021.  Management indicated that this strength, that has bolstered the firm's overall revenues, seems likely to continue into 2022.</p>

Samsung announced near-record semiconductor revenues in its third quarter on 28 October 2021.  Management indicated that this strength, that has bolstered the firm's overall revenues, seems likely to continue into 2022.

Taiwan Semiconductor (TSMC) - ADR (TSM US)

Samsung Reports Near-Record Semi Revenues With Strong Outlook

Samsung Electronics

Samsung Reports Near-Record Semi Revenues With Strong Outlook