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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: Elroy12/19/2024 9:21:33 AM
1 Recommendation

Recommended By
Lance Bredvold

   of 2969
 
MU indicated it's next Q (Feb '25) will have a sales decline of about $1 billion, and most of that is from weak demand and pricing in NAND.

So it's more likely that SIMO's Mar Q sales decline from Dec Q sales.

That would be seasonally normal, but the SIMO CEO indicated in the Q3 call that there was a chance Q1 2025 may be flattish with Q4 2024 depending on how things turn out. Seems like things in the NAND space are perhaps not turning out strong.

Just a data point, in the end anything may happen.
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