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

Semis Moving from Inventory Build to Inventory Digestion

BYD Electronics (285): Time to Take Profit?

SK Hynix Earnings Call: Respectable Q1, but Unsettling Outlook

SK Hynix:  Strong Positioning Among Asia Ex-Japan Funds.

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>In SK hynix' earnings call today the company revealed growth in all of its major segments, with revenues increasing by 20% to produce a whopping 143% improvement in operating profit and a 95% increase in net profit.  This largely stems from the industry's response to COVID-19.</p>

In SK hynix' earnings call today the company revealed growth in all of its major segments, with revenues increasing by 20% to produce a whopping 143% improvement in operating profit and a 95% increase in net profit.  This largely stems from the industry's response to COVID-19.

SK Hynix

WOW! SK Hynix Revenues Jump 20% Q/Q