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

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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)

Netherlands Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>The semiconductor industry is undergoing a collapse, as it does every few years.  Investors who understand why this occurs, and how it hits certain sub-sectors more than others, will have an advantage when making investments in the industry.  This Insight helps readers to understand commodity and non-commodity chips and how to tell one from another.  It first defines commodities, then explains which semiconductors are and are not commodities, listing makers of each type, followed by explanations of the impact of commodity cycles upon the semiconductor market as a whole.  It closes with advice on understanding the market and provides the likely duration of the current cycle.</p>

The semiconductor industry is undergoing a collapse, as it does every few years.  Investors who understand why this occurs, and how it hits certain sub-sectors more than others, will have an advantage when making investments in the industry.  This Insight helps readers to understand commodity and non-commodity chips and how to tell one from another.  It first defines commodities, then explains which semiconductors are and are not commodities, listing makers of each type, followed by explanations of the impact of commodity cycles upon the semiconductor market as a whole.  It closes with advice on understanding the market and provides the likely duration of the current cycle.

Why Commodities Drive the Semiconductor Cycle

Semiconductors and Semiconductor Equipment

Why Commodities Drive the Semiconductor Cycle