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

Semiconductor Events Deserving Your Attention @ 10/6/23

Graphcore. A Cautionary Tale For Would-Be NVIDIA Challengers

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)

<p>Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages.  This can easily be misread as an equivalent reduction in output.  Instead, the output reduction is always significantly less, perhaps even trivial.  This SmartKarma Insight explains why this is the case and helps the investor to understand how to read these statements.</p>

Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages.  This can easily be misread as an equivalent reduction in output.  Instead, the output reduction is always significantly less, perhaps even trivial.  This SmartKarma Insight explains why this is the case and helps the investor to understand how to read these statements.

What a 5% DRAM Wafer Cut Really Means