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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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3176 87 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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3176Maybe, but the SIMO share price is high enough that I doubt the Singapore ArbitrElroy-10 AM
3175Maybe they believe that the Singapore MXL decision will be released soon.franklin1-8 AM
3174I understand it's hard to add after a $45 upward price move, but I'm preElroy-yesterday
3173Thanks for that information. Stock has been on the move this week - around $Paul Senior-yesterday
3172Massive volumes last week in SIMO September call options. There is now open intElroy1yesterday
3171Phison reported Aug 2026 monthly sales today: Dear investor/analyst, PhisoElroy1last Wednesday
3170youtube.comElroy1August 28
3169China's YMTC aims to become the world's largest NAND maker by the end ofElroy-August 27
3168I imagine most of Phison's controllers are eMMC, hence the low overall ASP. Anonymous895-August 16
3167Got it. And since Phison doesn't break out "client SSD modules" (Elroy-August 16
3166In case I wasn't understood clearly, I meant that SIMO does not count PhisonAnonymous895-August 16
3165<i> I think, although I'm not sure, that SIMO counts these module sElroy-August 14
3164I think a lot of your questions re Phison will be answered if you look at their Anonymous895-August 14
3163I'd be interested to hear / read your thoughts on other items regarding PhisElroy-August 14
3162Phison most certainly does break out module sales vs. controller sales. In fact,Anonymous8952August 13
3161SIMO is now full of cash....... Silicon Motion Technology Corporation AnnouncElroy-August 13
3160Ok, well that's not as good news. I didn't even know that Phison was inElroy-August 13
3159They're not referring to the OEM market for cellphones, computers, and gadgeAnonymous8951August 13
3158The current state of PCIe 6.0 SSDs and controllers — Marvell, Phison, and SMI prElroy-August 13
3157Phison announced their Q2 2026 results today. I like this comment from the presElroy1August 13
3156That makes sense. The conclusion is the $380.50 SIMO equity call is not going aElroy-August 11
3155When I gave AI the press release, it said that special interest generally means Anonymous895-August 11
3154Your guess is still ridiculously silly. It isn't undefined. It is private inAnonymous895-August 11
3153Silicon Motion Technology Corporation Prices Upsized Offering of $1.0 Billion CoElroy-August 11
3152SIMO controllers are in this one..... Memory drives 62% of Nvidia Vera RubiElroy-August 10
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