Summary: The semiconductor memory market shortage drove prices and profits up throughout 2017, the level of which was a surprise for everyone. The big questions are: How long will it continue for DRAM and NAND ... And what are the fundamental dynamics behind the expected changes in 2018. We have a conversation about this with Jim Handy, from Objective Analysis, whose been one our most popular guests and is one of the most respected memory analysts in the world. We examine his views on current memory pricing trends, the impact of consolidation on the silicon business cycle, the anatomy of the next downturn, and why he thinks 2018 will be a bittersweet year.
weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.