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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
2966 82 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2830BTW, the bargaining goes as planned... negotiation with Taiwan and Trump alreadyOlafB-April 12
2829About 85% - 90% of SIMO's business is in cell phones, PCs and chips. TrElroy-April 12
2828Never mind. SIMO isn't going down from here....... Trump exempts phones, cElroy-April 12
2827I looked at what SIMO did in the "Covid panic" of 2020. The situationsElroy1April 12
2826Hmmm. To the extent that this trade war is bad for Apple it is good for AndroidElroy-April 11
2825PC Shipments Grew Fastest in Four Years to Avoid Tariffs bloomberg.com InteresElroy1April 10
2824Interesting bits on SIMO..... The US is responsible for only 7% of the global AElroy1April 8
2823Tariff? Tariffs on SIMO controller sales will be near zero. From the 202Elroy1April 5
2822Notes from SIMO investor presentation from two weeks ago (March 17 2025) QElroy2March 31
2821Silicon Motion joins AI humanoid robotics supply chain digitimes.comElroy-March 31
2820+lil market volatility gives chances to buy more shares over next couple days, IOlafB-March 26
2819MU did their Feb Q earnings call last night, and they talked a lot about consumeElroy1March 21
2818I was reviewing reports on semie's KPIs, here are my notes, can be useful foOlafB1March 18
2817<i> I remember couple month ago I argued about SIMO's bad fundamentElroy1March 17
2816I remember couple month ago I argued about SIMO's bad fundamentals(RO-IC/E/AOlafB1March 17
2815Silicon Motion: Upbeat Outlook, Attractive Share Price seekingalpha.com This aElroy-March 16
2814 Silicon Motion Announces World's First PCIe Gen5 Enterprise SSD Reference Elroy-March 12
2813I've actually been buying SIMO Jan '26 calls. I think once we get past tElroy-March 11
2812Bought one lot for $57 a few weeks ago and yesterday got a second one for $49. Lance Bredvold-March 11
2811Micron 4600 Gen 5 2TB SSD Review – The New King of Data Transfer Reigns Supreme Elroy-March 5
2810Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynaElroy-February 24
2809Micron 4600 2TB SSD Review - The New Sheriff in Town Featuring Silicon Motion&#Elroy2February 23
2808This is sort of interesting. Micron Redefines Performance for AI PCs, Gamers anElroy2February 20
2807PCIe Gen5 in high-end PCs set to drive Silicon Motion's sales growth in 2025Elroy-February 12
2806This sounds like good news for SIMO's product area..... seekingaElroy-February 12
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