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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 88.73-1.2%10:59 AM EST
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From: Elroy12/1/2025 9:02:36 AM
1 Recommendation

Recommended By
Lance Bredvold

   of 2988
 
NAND wafer shortages push November contract prices up by over 60% — market tightens as hyperscalers purchase capacity for AI data centers

tomshardware.com

I'm not sure how this amazing demand and price increase will affect SIMO. It seems like the high demand is mainly in enterprise SSDs, and SIMO is not yet a major player in enterprise SSD controllers. If the price increases slow consumer NAND flash demand, it could actually hurt SIMO's sales, but on the other hand it's sort of hard to believe that demand for NAND is so strong that SIMO's sales would weaken.

SIMO has new products which target the enterprise SSD segment, but it's not clear that those products have major design wins yet. Time will tell what's going on....
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