Silicon Motion Inc. (SIMO) Message Board

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Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 98.86

+7.0%

Nov 5 3:59 PM EST

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Lance Bredvold

Sam

From: Elroy	10/15/2024 6:30:21 PM
	2 Recommendations of 2969

From ASML's earnings announcement after the close today..... "In Memory, we see limited capacity additions, with the focus still on technology transitions supporting the HBM and DDR5 AI-related demand." ASML is in semi equipment, and they're saying normal memory (NAND and DRAM) are not demonstrating capacity expansion. That's good long term for profitability and prices. Small tidbit.

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