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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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3021 83 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2216Kingston, ADATA, Tigo Take Top Three Spots in 2019 Global Ranking of Top 10 SSD Elroy-11/6/2020
2215Tidbits from Ali Babba conference call that may relate to SIMO: Alibaba Cloud dElroy-11/5/2020
2214SIMO share price going down the tubes, as the company appears to enter a record Elroy-11/4/2020
2213With most high-end smartphones now containing 5G modems, and with a growing numbElroy-11/4/2020
2212I think it is SK Hynix. But I could be wrong. Either SK or Samsung for clienElroy-11/4/2020
2211A long-time lurker. I really appreciate all you do here, Elroy. Anyways, I just Anonymous895-11/4/2020
2210Key tidbits from SIMO's conference call SIMO gaining SSD client controller Elroy-11/4/2020
2209SK hynix Reports Third Quarter 2020 Results SK hynix expects seasonal increaseElroy-11/4/2020
2208SIMO reports after the close today. They've already pre-announced revenues Elroy-11/2/2020
2207This sounds good for MU-SIMO-UFS business going forward. Non-Huawei Android phoElroy-11/2/2020
2206MRVL buys a datacenter networking semiconductor stock today. I've been wondElroy-10/29/2020
2205 Marvell near deal to buy semiconductor rival Inphi for as much as $10 billion hElroy-10/29/2020
2204This is interesting. I wonder who provides the enterprise NAND controllers to MElroy-10/27/2020
2203SIMO announces the dividend for the upcoming year in Oct each year. Today they Elroy110/26/2020
2202Phison is now the market leader in NAND Flash controllers https://en.wikipediElroy-10/25/2020
2201SK Hynix to Possess Second Highest NAND Market Share via Acquisition of Intel’s Elroy-10/24/2020
2200SIMO's valuation is quite low, and their prospects seem good for growth. SElroy-10/22/2020
2199Yeah, that would make sense. MRVL, or anyone for that matter, would also get theKirk ©-10/22/2020
2198delete. see next msgKirk ©-10/22/2020
2197SIMO dominates the client SSD controller space (PCs, tablets, cell phones). MRVElroy-10/22/2020
2196Does SIMO have patents and other IP that would preclude Marvel from getting the Kirk ©-10/22/2020
2195Food for thought on SIMO's future. MRVL is a diversified semiconductor manuElroy-10/22/2020
2194To my understanding, Phison is the only meaningful merchant maker of client SSD Elroy-10/21/2020
2193Good point. No longer think a typo. Dalian assets must be the laggard. The Taiwjmiller099-10/20/2020
2192Yeah, it seems weird that they expect approval in late 2021, but the deal finallElroy-10/20/2020
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