Disruption in the Semiconductor and Memory Markets

Objective Analysis’ Jim Handy talks about the state of the memory and semiconductor industry.

William G. Wong

Jim Handy

Related To:

Electronic Design

June 30, 2026

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What you’ll learn:

How hyperscalers are affecting availability of memory and chiplets.
How new memory technologies like MRAM and FRAM are working with smaller transistor implementations.
How world events are affecting availability.

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In this episode of Inside Electronics, I talk with Objective Analysis’ Jim Handy about memory, semiconductors, and chiplets. Jim has provided Electronic Design readers with insights into the semiconductor and memory market for many years. He’s also on top of the chiplet market (see the video below) with regular reports.

We talk about current issues as well as how things are affecting long-term production plans and why increasing production capacity is such a challenge. We also touch on newer memory technologies, such as MRAM and FRAM, finding their way into embedded applications.

About the Author

William G. Wong

Senior Content Director - Electronic Design and Microwaves & RF

I am Editor of Electronic Design focusing on embedded, software, and systems. As Senior Content Director, I also manage Microwaves & RF and I work with a great team of editors to provide engineers, programmers, developers and technical managers with interesting and useful articles and videos on a regular basis. Check out our free newsletters to see the latest content.

You can send press releases for new products for possible coverage on the website. I am also interested in receiving contributed articles for publishing on our website. Use our template and send to me along with a signed release form.

Check out my blog, AltEmbedded on Electronic Design, as well as his latest articles on this site that are listed below.

You can visit my social media via these links:

I earned a Bachelor of Electrical Engineering at the Georgia Institute of Technology and a Masters in Computer Science from Rutgers University. I still do a bit of programming using everything from C and C++ to Rust and Ada/SPARK. I do a bit of PHP programming for Drupal websites. I have posted a few Drupal modules.

I still get a hand on software and electronic hardware. Some of this can be found on our Kit Close-Up video series. You can also see me on many of our TechXchange Talk videos. I am interested in a range of projects from robotics to artificial intelligence.

Jim Handy

General Director, Objective Analysis

Jim Handy of Objective Analysis is a 35-year semiconductor industry executive and a leading industry analyst. Following marketing and design positions at Intel, National Semiconductor, and Infineon he became known for his technical depth, accurate forecasts, industry presence, and numerous market reports, articles, white papers, and quotes. He posts blogs at www.TheMemoryGuy.com, and www.TheSSDguy.com.