Silicon Motion Inc. (SIMO) Message Board

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Technology Stocks : Silicon Motion Inc. (SIMO)

SIMO 100.34

-2.6%

Oct 28 3:59 PM EDT

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Lance Bredvold

From: Elroy	9/26/2025 10:14:14 PM
	1 Recommendation of 2955

Here's another comment from Micron's recent conference call..... Turning to PCs, end-of-life of Windows 10 and greater adoption of AI-enabled PCs are driving an improved PC demand outlook. We now expect PC unit shipments to grow at a mid-single-digit percentage level in calendar 2025 versus our low single-digit percentage growth expectations previously. With SIMO beginning mass market production of their two new 6nm PCIe Gen5 PC SSD controllers in H2 2025, the timing couldn't be better for the PC market to show a bit of acceleration. I think it's safe to assume PCs with new components are selling well, and the two controllers have 50%-60%+ design win market share in their segment compared to ~30% for SIMO's PC SSD controller business over all. I sorta think SIMO's going to beat the high point of their Q3 sales guidance by $20m or more.

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