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

To: Elroy who wrote (2853)	5/8/2025 7:51:37 PM
From: Anonymous895	Read Replies (1) \| Respond to of 2969

Here's the relevant quotes from the earnings call. First, from the prepared remarks: Additionally, we recently introduced our 2708 microSD Express controller and have already secured a major design win with a leading South Korea flash manufacturer, supporting one of the most anticipated next-generation handset gaming platform announced this year, the Nintendo Switch 2, by delivering PCI SSD-like level performance in microSD form factor. The SM2708 is designed to meet high-density, high-speed needed for modern portable gaming and other demanding applications. And later, in the Q&A: Nicolas Doyle: Asking about the Switch 2 opportunity, can you help size that at all what your market share attach rate is there? And maybe what kind of ASPs are those looking like? Chia-Chang Kou: This is designed for the microSD Express SD7.0, they're used for content car[d] for the Nintendo. So I can only say we're about 80% of the share.