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 range than those that we published in the past three weeks, with no overlap between any two Briefs’ subjects. They range from forecast methodology and China’s semiconductor efforts to critically considering the content of press reports even from the most reputable news sources.
The 2022 series of Briefs republishes the most interesting and timeless of the Insights that we have published on membership website Smartkarma. As The Memory Guy has mentioned in prior posts, we have over forty in the queue, and will release five a week, so we’re almost halfway there.
As a matter of explanation, the Objective Analysis Brief is a very short report format used to make a succinct statement about market positions, current events, economic outlook, or a company’s or product’s positioning. They are offered online for immediate download and can be purchase with a charge card at a reasonable price.
Today we have released the following Objective Analysis Briefs:
- What a 5% DRAM Wafer Cut Really Means
- DRAM and NAND flash makers cut wafer production during downturns, making little real difference. This Brief explains how to evaluate these production cuts.
- China Semiconductor Progress & Opportunities Review 2020
- This Brief reviews China’s semiconductor push and efforts to develop a domestic DRAM and NAND supply, to explain the current status and likely impact.
- Composing the 2020 Semiconductor Forecast – Our outlook before COVID-19 Struck
- This Brief explains Objective Analysis’ 2019 update to its 2020 semiconductor which called for growth of zero to -6%.
- How Far Behind Is Intel’s Process Migration?
- We show how Intel’s 4Q19 earnings statement can be used to reveal the status of Intel’s processes and explain the company’s yearlong PC processors shortage.
- Cypress/Infineon Versus Bloomberg: A Case for Mindful Understanding of the Press
- A 2020 Bloomberg article included misunderstandings about Infineon’s Cypress acquisition and a later piece reiterated those misunderstandings as truths. This Brief illustrates the value of informed skepticism.
This set of Briefs range from three to eleven pages in length, with tables, figures, and charts to clearly explain more abstract concepts.
Click the hot links above to check them out, and come back in a week to see what more we have to offer! Of course, you can always read ahead on the page these links point you to, and look at the “Coming Soon” titles.
