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

Toshiba – Possibility of a Kioxia-Western Digital Deal

Kioxia Solid in Latest Quarter - Time for an IPO?

WDC – Using the Toshiba JV to Improve Profits

Gravity Works As WeWork Doesn't; Now Plan B

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>If you look at Western Digital's NAND flash margins in comparison with those of Kioxia it becomes difficult to rationalize the recent rumor that WDC will acquire Toshiba.  This Insight hypothesizes that the rumor was created in an effort to sway another negotiation.</p>

If you look at Western Digital's NAND flash margins in comparison with those of Kioxia it becomes difficult to rationalize the recent rumor that WDC will acquire Toshiba.  This Insight hypothesizes that the rumor was created in an effort to sway another negotiation.

Why a WDC Kioxia Acquisition Seems Unlikely