Jim Handy

Mr. Jim Handy

Director, Objective Analysis


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Council Member Biography

Jim Handy is a Director at Objective Analysis, a market research company. He has over 25 years of experience in the semiconductor industry in the areas of memory manufacturing and sales. Mr. Handy is the author of "The Cache Memory Book" and also holds a patent. He has expertise in DRAM, SRAM, NAND and NOR flash, EPROM, EEPROM, mask ROM, FRAM, PRAM, OUM, and MRAM. Mr. Handy is knowledgeable about products and services from Samsung, SanDisk, Toshiba, Hynix, STMicroelectronics, Micron, Intel, Spansion, Sharp, SST, Macronix, Winbond, Catalyst, Microchip, Elpida, Qimonda, Nanya, Powerchip, ProMOS, Etron, Symetrix, Ramtron, IDT, GSI, Lexar, Kingston, Viking, and SMART Modular. Previously, Mr. Handy has served as an Analyst for Gartner Dataquest and Semico. Also, he has held marketing and design positions at Intel, National Semiconductor, and Infineon. A key SSD analyst, Mr. Handy has been given honorary membership in SNIA, the Storage Networking Industry Association. He is the author of the Chip Talk blog at Forbes (http://Blogs.Forbes.com/jimhandy) and contributes to two other blogs for Objective Analysis: www.TheSSDguy.com and www.TheMemoryGuy.com. (This is me - Update Profile)


Employment History

2006 - Unspecified
Director, Objective Analysis
2002 - 2006
Director of Nonvolatile Memories, SEMICO RESEARCH CORP.
1991 - 2000
Chief Analyst, Gartner Dataquest

GLG NewsSM Analyses by Jim Handy

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Major Shift in PC Memory Could Harm DRAM Makers

July 19, 2011

Could NAND Flash Kill DRAM in PCs? | www.cio.com

DRAM will soon have to compete against NAND flash in the PC.  Benchmarks have shown that, dollar-for-dollar, NAND provides more performance than does DRAM.This is bad enough news for Micron, Samsung, and Hynix, all of whom make both DRAM and NAND flash, but it is positively deadly for DRAM makers who do not have a strong NAND flash position: Elpida, Powerchip, ProMOS, and Nanya.SSDs will continue to lose out to HDDs in the PC, since a NAND layer gives SSD speeds at a HDD prices & capacities.

SSDs Still Hot in Enterprise Computing

June 7, 2010

Enterprise SSDs to soar through 2015 | www.computerworld.com

Although SSDs have failed to materialize in the PC, there is strong growth in the enterprise.  This means strengthening sales for STEC and Hitachi, Fusion-io, Plaint, and others, along with their customers IBM, EMC, NetApp, Dell, and HP, but could cause trouble for Seagate and Western Digital.

Samsung and Numonyx See PRAM-PCM as Next Winner

October 3, 2009

Samsung upbeat about PRAM market | www.digitimes.com

Flash memory will hit the end of its life in the next few years.Samsung and Numonyx are betting that phase-change memory, PRAM or PCM, will fill the void to become flash's successor.Other companies, Spansion, Macronix, SST, Sharp, and Hynix, have not disclosed their plans, but Intel, Toshiba, and Micron have outlined different plans.

The NOR Flash Market is Headed for Big Changes

June 10, 2009

SST Strengthens Management Team by Appointing Bertrand F. Cambou as President | www.marketwatch.com

With Spansion moving away from their Wireless business they will have to grow by taking share from other embedded companies like SST (Silicon Storage Technology, Inc), Winbond, Macronix, ISSI, and others.  This will also impact long-time rival Numonyx, the merger of Intel's and STmicroelectronics' NOR flash businesses, and even Samsung.

Samsung-SanDisk Deal Good for Both Companies

June 10, 2009

SanDisk, Samsung ink patent cross license, flash supply agreements amidst memory industry turmoil | www.edn.com

SanDisk has renewed its license agreement with Samsung on terms that are more agreeable to Samsung although less profitable for SanDisk.  The royalty rate is still higher than the industry norm, though, which has negative implications to companies who are not yet SanDisk licensees, like Micron and Hynix and Kingston technology, as well as for existing licensees, whose rates could creep up when renewal time comes around.  This would include Intel, Toshiba, Numonyx, and the many card companies like STEC, SMART Modular, Sanmina-SCI Viking, and many more.

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