As 2017 came to a close, Jim Handy predicted that the great semiconductor memory market shortage would come to an end in 2018. He tagged it as being a “BITTERSWEET YEAR.” Since then, the shortage has turned into a glut. Pricing has had the glide path of a rock. So, this year’s big questions are: What’s his thinking about the status of DRAM and NAND? Where to they go from here? How is it different this time? Will data center and AI continue to hold DRAM up? And what are the fundamental dynamics behind the expected changes in 2019? Dan Hutcheson has a conversation about this with Jim Handy, from Objective Analysis, whose been one our most popular guests and is one of the most respected memory analysts in the world
weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.