Silicon Motion Inc. (SIMO) Message Board

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Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 97.88

-0.2%

Nov 3 3:59 PM EST

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Lance Bredvold

From: Elroy	4/10/2025 7:40:22 AM
	1 Recommendation of 2966

PC Shipments Grew Fastest in Four Years to Avoid Tariffs bloomberg.com Interesting, SIMO probably has a much better than expected Q1. Micron said mobile was better than expected, and if PC SSDs also were better than expected, that's the 1 - 2 punch. On the other hand, we can assume that going forward whatever controllers for PCs (and mobile) that are assembled in China and bound for the USA will grind to a halt. So....if SIMO DOES have great results in Q1 it means they have lots of those (end product assembled in China and bound for the USA), but if SIMO has weak Q1 results, it means they probably don't have much exposure to end products assembled in China and bound for the USA. So we want crummy Q1 results!

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