Silicon Motion Inc. (SIMO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 97.88

-0.2%

Nov 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Lance Bredvold

To: Elroy who wrote (2851)	5/8/2025 4:23:42 PM
From: Anonymous895	1 Recommendation Read Replies (1) of 2966

You misunderstood. Read the transcript again. They're in the Micro SD Express card, which is used to expand the console's available storage space. It is unclear to me if they are also involved in physical game cartridges, for those who still buy games in physical form. Either way, they did not claim that they are in the actual game console itself. (I'm not saying they're not; I'm saying we have no idea, and would lean to not from the fact that Silicon Motion didn't mention it.) The ASPs on the Micro SD Express controllers will be much lower than the number that you suggested. Volume is also unclear.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next