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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 100.64+0.3%Oct 29 3:59 PM EDT
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From: Elroy9/23/2025 5:43:40 PM
1 Recommendation

Recommended By
Lance Bredvold

   of 2957
 
Some tidbits from Micron's conference call:

• In fiscal Q4, Micron ceased future mobile-managed NAND product development to focus our resources and investments on higher ROI opportunities in our portfolio.

We will continue to support existing mobile-managed NAND products.

I think this means they will no longer make internal NAND UFS controllers for mobile phones? Well, they've gotta buy their controllers from someone.....

• In calendar 2026, we anticipate further DRAM supply tightness in the industry and continued strengthening in NAND market conditions.
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