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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 98.14-1.5%3:59 PM EDT

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From: Elroy7/23/2025 9:40:04 PM
1 Recommendation

Recommended By
Lance Bredvold

   of 2962
 
From the MXL conference call today....

Q: And then lastly, the SIMO arbitration is still expected, I think, for the end of the year, if I remember correctly.

A: You did ask about Silicon Motion. So no change on that front. We do expect arbitration in Q4 of this year. And then hopefully, we kind of get some resolution in the first half of next year. And then I think the ultimate finalization probably comes somewhere in '27 or '28, if there was any cash to transact. I mean it probably wouldn't push -- it would probably push until 2027 or 2028.

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That's not the response I was expecting. Resolution in 2026, and payment in 2027 or 2028? What the heck? Why not immediately after the Sing Arb finalizes? He seems to be saying the payment will occur about ~18 months after the settlement decision.....

I guess at least it's probably earning interest if they don't pay until 2028.
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