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

To Cut Or Not To Cut Wafer Starts During A Memory Down Cycle & Why It Doesn't Matter!

Korea Stock Market Monthly Recap #40 (September 2019) & Samgyetang

Toshiba - Is Japan Government Trying to Put Together Knockout Bid?

Toshiba - What Really Is the Reason for WDC Threatening a Veto?

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>The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output.  This post examines how WDC has used that to its advantage during downturns, at the expense of its partner.</p>

The output of WDC's and Toshiba's joint-venture NAND flash fab is split 50/50, but WDC isn't compelled to take its entire half of the output.  This post examines how WDC has used that to its advantage during downturns, at the expense of its partner.

WDC – Using the Toshiba JV to Improve Profits

Western Digital

WDC – Using the Toshiba JV to Improve Profits