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Jim Handy

Mr. Jim Handy

Director, Objective Analysis

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Member of the Technology Council

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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. (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(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

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.

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.

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.

View All GLG News SM Analyses by Jim Handy