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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (76658)	12/8/2024 4:23:58 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78594

Not sure the Political risk is worth it for Silicon Motion Techn ADR (SIMO) Now do TXN….

To: E_K_S who wrote (76658)	12/8/2024 7:03:57 PM
From: Elroy	Read Replies (1) \| Respond to of 78594

SIMO is incorporated in the Cayman Islands, headquartered in Hong Kong, and most of the employees are in Taiwan. The Hong Kong office is probably a post office box, or a law firm. For all I know SIMO has zero employees in Hong Kong. SIMO uses Taiwan's TSMC to make their chips, as does Qualcomm, Broadcom, Nvidia, AMD and most large fabless semiconductor companies. If you believe Trump will put tariffs on semiconductors made in Taiwan you should sell every tech stock in the world, because all of tech will go to hell if that happens - it has next to nothing to do with SIMO. Your thesis is basically don't own any fabless semiconductor stocks (that's most of them). China's focus on procuring non-US semiconductors should be good for SIMO. They are less likely to buy Micron controllers, and more likely to buy SIMO controllers.