About Jim Handy

Jim Handy, a well-known semiconductor industry analyst, began his career in design and marketing positions at leading technology firms including National Semiconductor, Intel and Siemens.  He earned his strong reputation through his groundbreaking work as an industry analyst for Dataquest (now Gartner) and Semico Research.

He is a Leader in the Gerson Lehrman Group, and is on the Advisory Board of the Flash Memory Summit.

Mr. Handy has written hundreds of articles, white papers, and in-depth reports for trade journals and market research firms.  He is often quoted in the electronics press, presents frequently at trade shows,  and is known for his high level of industry presence and volume of publication.

Handy’s strong technical and business background includes a Bachelor’s degree in Electrical Engineering from Georgia Tech and an MBA from the University of Phoenix.  He is the author of “The Cache Memory Book” (Harcourt Brace, 1993), the leading reference in the field and is a patent holder in the field of cache memory design.  He has performed rigorous technical analysis on the elasticity and pricing dynamics of technology markets which has debunked some widely held theories to unveil the true motivators of the market’s behavior.

More on Mr. Handy’s background can be found at the Objective Analysis website: www.Objective-Analysis.com

6 thoughts on “About Jim Handy”

  1. Hi, great content going back sooo far!
    I wonder if you have some data on past memory industry capex?
    17-18 seems like gigantic building years, I have been thinking, how much of the industry’s revenue is spent as capex each year, and if that is at all useful to predict the future memory price.
    Great work, keep it up!

    1. Yaokai,

      You are correct: CapEx provides a wonderful predictor of market cycles. We have built a very accurate forecast model based on this. Have a look at Slide 3 of my market update session at last August’s Flash Memory Summit:

      https://www.flashmemorysummit.com/English/Collaterals/Proceedings/2017/20170808_SU1_Handy.pdf

      I am sorry to say that CapEx history is not something provided by Objective Analysis. When we need such numbers we go to VLSI Research, who has a long presence in Semiconductors and has been tracking CapEx for decades.

      Thanks for the comment,

      Jim

  2. Can you tell me the names of manufacturers (as opposed to “re-labelers”) of DDR4 RDIMMs (288 pin)?

    I need to buy a number of these and am having some challenges identifying actual producers.

    Thanks for any help you can provide.

    K B
    for ViON Corporation

    1. Karl,

      I don’t track specific form factors, but in general you can get DIMMs from the chip makers that are actually produced by them: Samsung, SK hynix, and Micron.

      Leading module makers also produce their own DIMMs: Kingston, Acer, ATP, Viking, Ma Labs, and Netlist are some that come to mind.

      Hope that helps.

      Jim

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