Mr. Jim Handy
Director, Objective Analysis
Member of the Technology Council
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. (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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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.
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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.
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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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Time is Ripe for Some Consolidation
March 6, 2009
Where chip industry is headed today | www.mercurynews.com
The stage is set for consolidation in the semiconductor industry. The firms that will be hit hardest with this are those that make commodity products in low-growth markets. In particular this will impact Samsung, Hynix, Micron, Qimonda, Elpida, Powerchip, and Nanya.
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Seminal Changes Afoot for the NOR Flash Business?
March 6, 2009
Spansion Files for Bankruptcy Protection in the U.S. | www.bloomberg.com
Spansion's bankruptcy filing could indicate the beginning of the end of the high-density NOR flash market. This would force changes in design methodology at cell phone makers Nokia, Motorola, Samsung, HTC, Bird, and many others, and breed new chipset designs at companies like TI and Qualcomm. Numonyx, the NOR spin-off formed out of Intel and ST could find that its products' market would decline due to a lack of a viable alternate source.
GLG Study Groups with Jim Handy(?)
| Study Group Name | No. Members |
|---|---|
| TMT Council Members in Member Programs | 16805 |
| Technology Council Members in Member Programs | 8831 |
| Semiconductor & Component Experts | 680 |
| Semiconductor Experts in GLG Member Programs (US) | 639 |
| Semiconductor Experts | 579 |
GLG Live Meetings with Jim Handy(?)
Recent Seminars
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October 7, 2008 | New York
GLG Symposium: (NYC) Seminar on SSDs in the Enterprise