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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 97.88-0.2%9:30 AM EST

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To: Elroy who wrote (2855)5/8/2025 11:11:40 PM
From: Anonymous895  Read Replies (1) of 2966
 
No reason to think that one comes with each console; I guarantee you that that's not happening. All Silicon Motion said is that they won a spot to "support" the "platform". Meaning they won a spot in a Micro SD Express card that is aimed at Nintendo Switch 2 buyers (not even clear to me that it's necessarily referring to a Nintendo branded one). That's why the analyst was asking about the attach rate, i.e., what percentage of Nintendo Switch 2 buyers will buy one of these Micro SD Express cards. Which he didn't give an answer to, and honestly there's no real way for him to know.
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