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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 91.00+0.1%Dec 4 3:59 PM EST
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To: Sam who wrote (2543)5/13/2022 7:20:53 PM
From: Elroy   of 2979
 
YMTC also buys controllers from SIMO. I think there are too many NAND applications for a foundry to make all the required controllers more cost efficiently than SIMO.

And if YMTC's controller is slower than SIMO's (one would expect it to be) then it's hard for them to "gain share" in a competitive market.

Anyways, SIMO latest word on this topic is the expect by the end of this year they will have 50% market share of gen4 SSD controllers, worldwide, way up from their previous total share of SSD controllers which was somewhere around 20%-25%.
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