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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Julius Wong who wrote (94739)	7/23/2025 9:46:52 PM
From: Elroy	of 95383

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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