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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3021 83 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2163Samsung to expand NAND flash factory site in Pyeongtaek digitimes.com Samsung Elroy-6/1/2020
2162MRVL had their Q1 conference call yesterday. A few tidbits that relate to SIMO.Elroy15/29/2020
2161Macronix to start sampling 48-layer 3D NAND chips in 3Q20 digitimes.com <i&Elroy15/28/2020
2160Thank youBonefish-5/28/2020
2159The short term issue for SIMO is smart phone sales and (to a lesser extent) PC sElroy-5/27/2020
2158Just checking to see if there are potential supply constraint issues. I noticed Johnny Canuck-5/27/2020
2157SIMO is fabless. Very few semi companies these days have their own manufacturinElroy-5/26/2020
2156Is SIMO a Fab-less company or do they have their own Foundaries?Johnny Canuck-5/26/2020
2155Silicon Motion expects sales growth in 2020 digitimes.com NAND flash device coElroy-5/26/2020
2154Digitimes Research worldwide notebook shipment update – April 2020 digitimes.coElroy-5/26/2020
2153<i>Interesting new market....</i> Pachinko upgrades to boost NAND fElroy-5/25/2020
2152PC market to renew expansion in next 2-3 years, says Lenovo chair digitimes.comElroy-5/21/2020
2151<i>Not quite a technical moat </i> Perhaps, but to my knowledge theElroy-5/19/2020
2150Thanks. Nice summary of the competitive landscape. Not quite a technical moat buJohnny Canuck-5/19/2020
2149My pleasure. I've been posting on this board (mostly to myself!) for about Elroy-5/19/2020
2148Nice summary of the business! Very informative. Thanks!Paul Senior-5/19/2020
2147well well, SIMO up about $2 yesterday, and now up $3.30 today. This puts it at Elroy15/19/2020
2146SIMO's short position has been immaterial since Q2 2018. Before then it hadElroy15/19/2020
2145<i>Is there a direct competitor the SIMO's technology?</i> SIMOElroy15/19/2020
2144Short interest in SIMO down 41 percent. americanbankingnews.comJohnny Canuck-5/19/2020
2143Is there a direct competitor the SIMO's technology? It is not straight forwJohnny Canuck-5/18/2020
2142I missed this one when it came out.... Silicon Motion Showcases Leading-Edge SSElroy-5/18/2020
2141Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, saElroy15/18/2020
2140Phison remains upbeat about 2020 profit digitimes.com Flash device controller Elroy-5/14/2020
2139These hopefully contain SIMO controllers....... Micron Delivers Client NVMe™ PeElroy-5/12/2020
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