As we have been doing since mid-January, we introduce another five of our Objective Analysis Briefs this week, bringing the total this year to 35.
This week’s release covers three companies, YMTC, SK hynix, and Intel, and one explains the process we used in 2020 to create our 2021 forecast, with and without a pandemic-driven financial collapse. One of our Briefs even covers the SK hynix acquisition of Intel’s NAND flash business – one brief, two companies. Details appear below.
For those just learning of our 2022 campaign, these Briefs are the most interesting and timeless of the Insights that we have published on membership website Smartkarma. We are selling them for the first time on the Objective Analysis website for a reasonable price where they can be purchased with a charge card for immediate download.
The Objective Analysis Brief is a white paper used to make a succinct statement about market positions, current events, economic outlook, or a company’s or product’s positioning.
These new five Briefs bring us to thirty five of the forty-plus briefs that we originally had in the queue. We will continue to release five a week until that queue is empty.
Today we are making the following Briefs available:
- Is YMTC Really a Threat to the NAND Flash Memory Business?
- Some expect China’s YMTC to ship 8% of all NAND in 2021. This Brief evaluates YMTC’s late 2020 status to prove this unlikely.
- SK Hynix: Big Plans for The Future
- SK hynix’ CEO has a vision to grow revenues to ₩100 trillion. We dissect this number to try to understand what must be done to achieve this.
- 2021 Memory Market Hinges on Pandemic Response
- This late 2020 Brief provides two outlooks for 2021’s memory chip market, one if COVID-19 causes a global financial collapse, and another if it doesn’t.
- Details of SK Hynix Acquisition of Intel Flash Business
- In this Brief we dissect SK hynix’ acquisition of Intel’s NAND flash business, and explain why some details may have been overlooked.
- Intel CEO Change Brings Focus Back to Technology
- Intel CEO Bob Swan was replaced by Intel veteran Pat Gelsinger. This Brief explains what Gelsinger must do to regain processor market dominance.
These five Briefs range from two to three pages in length, using figures and charts to simplify any abstract concepts.
Click the hot links above to review this week’s releases, or read ahead on the page these links point you to if you ant to see the “Coming Soon” titles. Come back in a week to see the next five!
