SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 352.77+1.2%Feb 9 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (95892)2/8/2026 5:42:15 PM
From: Elroy   of 95907
 
After Micron's Q4 2025 results of $11.3 billion, they wound down some Crucial consumer product lines. They're strengthening resource allocation focused on strategic accounts. Abandoning parts of the consumer market to concentrate on hyperscalers. Extreme but logical. Higher margins, stable relationships, strong lock-in.

This trends is massively beneficial to SIMO. Memory makers don't want to make consumer device controllers any more, they just want to make wafers of memory which they sell to moduble makers who cut them into individual memory chips, package the memory chip with a SIMO controller, and sell it to the cell phone or PC makers.

QCOM says elevated memory prices in Q1 will cause cell phone chips to decline more than usual.

SIMO says Q1 sales will go up rather than down (down is normal Q1 seasonality) due to SIMO gaining market share as the NAND makers exit the cell phone controller business.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News