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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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From: Elroy10/31/2024 5:47:06 PM
1 Recommendation

Recommended By
Lance Bredvold

   of 2969
 
Interesting tidbts from the SIMO call:

Combined with the initial ramp of our new MonTitan enterprise-class solution and our first PCIe 5 controller in the current quarter and the expected introduction of our new UFS 4 controller next year, Silicon Motion in the best position for long-term growth and share gain in our history.

we continue to expect NAND supply to tighten by mid-2025, driven by storage demand and density growth.

Gartner recently published its outlook on NAND, highlighting the growing importance of QLC. They expect QLC production to increase to more than 25% of total NAND output by 2028, up from less than 10% today. Silicon Motion stands to be one of the biggest beneficiary of the growth and adoption of QLC NAND over the next several years, given our unrivaled experience and expertise in the technology.

QLC adoption in PC is expected to increase from about 20% today to over 55% in 2028. For smartphone, QLC will be especially important in mainstream and low-end device and adoption will grow to about 15% from virtually 0 today. And in the enterprise, QLC expect to account for nearly 35% for server storage market and nearly 65% of the enterprise storage SSD market by 2028.

UFS 2.2 and 3.1 remains the largest portion of the smartphone market, and we expect this will continue through 2026.

Flash makers continue to be resource constrained, but we are seeing them move their existing UFS controller development toward next-generation UFS 5.0 and opening new opportunity to outsourcing for mainstream solution.

Despite the near-term weakness in the end markets, our increasing share of controller outsourcing is expected to drive significantly better than end market demand growth next year.
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