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INSIGHT PROVIDER
Rising
Jim Handy
Semiconductors, Memory and SSDs Specialist
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Objective Analysis
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Location:
United States
Joined:
27 February 2018
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Information Technology
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Thematic (Sector/Industry)
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Equity Bottom-Up
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Recent
bearish
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Micron Technology
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26 Jun 2024 06:09
Micron Earnings - What to Expect
Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market...
Jim Handy
263 Views
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bullish
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NVIDIA Corp
•
23 May 2024 09:47
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
Jim Handy
357 Views
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bullish
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SK Hynix
•
25 Apr 2024 11:58
SK Hynix: AI Is Still the Main Driver
Today's SK hynix earnings show the continued strength of AI demand, but not in HBM as most industry observers expected. This time NAND flash is...
Jim Handy
278 Views
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bullish
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Thematic (Sector/Industry)
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04 Apr 2024 09:14
Will Taiwan Quake Trigger a Shortage?
Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...
Jim Handy
330 Views
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bullish
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Micron Technology
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21 Mar 2024 07:34
Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
Jim Handy
300 Views
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