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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 89.83+0.3%Dec 23 3:59 PM EST
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To: Elroy who wrote (2853)5/8/2025 7:51:37 PM
From: Anonymous895  Read Replies (1) of 2988
 
Here's the relevant quotes from the earnings call.

First, from the prepared remarks:

Additionally, we recently introduced our 2708 microSD Express controller and have already secured a major design win with a leading South Korea flash manufacturer, supporting one of the most anticipated next-generation handset gaming platform announced this year, the Nintendo Switch 2, by delivering PCI SSD-like level performance in microSD form factor. The SM2708 is designed to meet high-density, high-speed needed for modern portable gaming and other demanding applications.
And later, in the Q&A:

Nicolas Doyle: Asking about the Switch 2 opportunity, can you help size that at all what your market share attach rate is there? And maybe what kind of ASPs are those looking like?
Chia-Chang Kou: This is designed for the microSD Express SD7.0, they're used for content car[d] for the Nintendo. So I can only say we're about 80% of the share.
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