SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3170 87 1 SIMO
Emcee:  Elroy Type:  Moderated
Min  Hr  Day  Wk  Mon  Yr  3 Yr  Log
SIMO 256.72+8.9%Sep 4 9:30 AM EDT
Top Headlines - Silicon Motion Technology Corp. ADR
Silicon Motion Reaches Initial Milestone in EU Cyber Resilience Act Compliance last Friday
Silicon Motion Technology Corporation (NASDAQ:SIMO) Given Consensus Recommendation of “Buy” by Analy August 27
MediaTek wins Google TPU deal on three key strengths August 23
Earnings Estimates Rising for Silicon Motion (SIMO): Will It Gain? August 18
OpenAI’s former exec disagrees with Amodei on most things, but backs his AI cancer view August 18
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
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
3151From MU's presentation today at a Keybanc conference.... ...since our earniElroy1August 10
3150<i> The part you're missing is that you assumed for no good reason Elroy1August 10
3149The part you're missing is that you assumed for no good reason that the unspAnonymous895-August 10
3148Yes, based on what's written in the press release and my understanding thereElroy-August 10
3147I would consider it highly unlikely (read:impossible) that the interest owed if Anonymous895-August 10
3146Well, I don't know if this is correct, and we'll see what the analysis sElroy1August 10
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):