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Why Most NAND Rankings Ignore SanDisk
Every so often I run into someone who asks about the discrepancy between various analysts’ NAND market share rankings and SanDisk’s shipments. After all, SanDisk is a leading producer of flash memory...
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A Retrospect of Toshiba’s NAND Production Cut
There are some who still believe that Toshiba made good on its announcement to cut NAND flash production by 30%. Let’s take a close look to see if that really happened. Readers may recall that Toshiba...
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XMC Breaks Ground for 3D NAND Fab
China foundry XMC has broken ground for its new 3D NAND flash fab, the country’s first China-owned 3D NAND flash facility. Plans for this fab were publicly disclosed over a year ago. Simon Yang,...
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US Plans Response to China’s Chip Plan
On its way out the door the Obama Administration put together a proposed response to China’s plans to invest $150 billion in the semiconductor market over the next five years. It seems that US...
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More New Objective Analysis Briefs Available
This week five more Objective Analysis Briefs have just become available. This handful covers commonly held myths and the basic underpinnings of semiconductor market cycles. All are drawn from the...
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This Week’s Round of Objective Analysis Briefs
This week’s newly-published Objective Analysis Briefs have just been released. These five cover business strategies (Intel, WDC, and Everspin), policy issues, and quantum computing – quite a variety!...
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Five More New Briefs Published
Today, Groundhog’s Day, Objective Analysis is publishing another five of our Objective Analysis Briefs, rounding out 2022’s total of new documents to 20. This week’s set covers even a more diverse...
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New Briefs: Strategy, Policy, & World Events
This week Objective Analysis has introduced five briefs that fall into three categories: Business strategies (Samsung, Kioxia, and Intel), government policy (US against SMIC), and world events (COVID)....
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Five New Briefs: YMTC, SK hynix, Intel, and a Forecast
As we have been doing since mid-January, we introduce another five of our Objective Analysis Briefs this week, bringing the total this year to 35. This week’s release covers three companies, YMTC, SK...
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More New “Brief” White Papers Published This Week
As we have every week since January, this week Objective Analysis published another handful of our white papers, which we call “Objective Analysis Briefs”. This week’s set covers a very diverse range,...
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