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Technology Stocks : Silicon Motion Inc. (SIMO) -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (2484)	4/8/2022 7:46:05 PM
From: Sam	Read Replies (1) \| Respond to of 2980

More SSD vendors are making their own? Or at least designing their own? I don't know why. Anyway, I didn't buy SIMO as a long term investment. I hope it gets back into the 80s and I'll evaluate it then. I'm not going to get rich off of a few hundred shares. I think you get Samsung wrong. The reason it looked like they were overproducing before was because there were so many DRAM vendors with all of them trying to make product and all of them expanding led to the oversupply. Samsung was the most efficient one, making the transitions the fastest so of course they got the best profits. And they were the only ones who were vertically integrated so they had a ready market. Plus they had S. Korean aid. That is why it looked like they were pounding everyone out of business. They weren't going to stop just because others couldn't keep up. It was their fast, efficient transitions more than their capacity, IMHO. NAND now has Samung, Hynix-Intel, Toshiba-WDC and Micron as major or semi-major players. I would call Micron at this point a "semi-major" player as their market share won't stack up against the others. However, they also don't really compete with the others--they don't sell raw NAND, they incorporate the vast majority of their NAND in other higher value products. As long as they can stay ahead or at least even with the others in the "layer" transitions, they should be OK. In the last three or four years they have done so, they are even ahead by between 6 months and a year. They have high hopes for their most recent SSD made for servers and data centers based on their 176 layer NAND. YMTC so far still hasn't proven themselves capable of mass producing competitive 128 layer NAND, although they are obviously trying. I have to admit it pisses me off that Apple supposedly is looking at them because they are still getting billions of dollars of subsidies from China. However, they are using Xtacking and that method was rejected by the remaining big players years ago because they didn't believe it would scale well. So we'll have to see if first they can make competitive 128 layer NAND and second if they can scale it using their method. They are bonding two 64 layer NAND chips and that is a more expensive way of producing it. We'll see.