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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 89.33-0.3%9:30 AM EST
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To: Elroy who wrote (2982)12/17/2025 11:36:00 AM
From: Lance Bredvold  Read Replies (2) of 2988
 
I expect demand for SIMO;s primary current controller models adequate for DRAMS to continue strong on the growth curve (total revenue increasing at current rate plus some more). However, current demand for a more complex chip which SIMO has spent the money to develop (Mon-Titan?) can;t immediately ramp up even while competitors (MU, others)are in "sold out" position.
I think you have tried to warn us that an immediate jump in revenue (beyond current rates of increase) is unlikely and have given solid reasons. Yet the liklihood of significant jump will most likely occur in 2026. I can;t remember the reasons beyond just customers becoming used to SIMO moving into the more sophisticated contoller market for Quad type chips which are already under tight constraint by competitors.
The types of controller chips i believe I understand to be routine for SIMO are called DDR and a couple more letters and typically used in cell phones and IOT applications rather than computers where space is at a lesser premium. I also now recognize that the more complex chips have become 'quad' rather than "tri" and are called QAD or some such acronym. MonTital will handle these..

Maybe you can now see my level of sophistication for SIMO's promise, can correct errors I'm making, and also explain a little further why the market (revebue) for more difficult to design chips by SIMO isn't immediately available.

Thank you again.
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