Jim Handy of Objective Analysis is back to talk about the status of the memory market. As 2020 came to a close, Jim worried about emergent oversupply in the memory market coming from CapEx. But he still saw market growth for DRAM and NAND.
In this video conversation, Dan talks with Jim about how 2021 unfolded, how it was different, and what he expects will happen in the markets for DRAM and NAND in 2022. 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