Jim Handy of Objective Analysis is back to talk about the status of the memory market. As 2019 came to a close, Jim saw that the oversupply in the memory market of that year would drag into 2020, making for a very tough market for DRAM and NAND. He might have been dead on again had it not been for the fat-tail of a tidal wave called COVID-19.
In this video conversation, Dan talks with Jim about how 2020 unfolded, how it was different, and what he expects will happen in the markets for DRAM and NAND in 2021. Jim has been one of our most popular guests and is one of the most respected memory analysts in the world.
To find out more about Jim and some of the reports he talks about, go to objective-analysis.com