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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3016 83 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2841Appreciate the comment and quote from TSMCOlafB-4/18/2025
2840From Seeking Alpha 4.17.25 Goldman Sachs has issued a stark warning about the ffranklin1-4/17/2025
2839Here's some article commenting on sales in China: Big U.S. Tech’s Risks in Elroy-4/17/2025
2838<i> SIMO, sells its NAND controllers to gadget/chip producers -> GadElroy24/17/2025
2837Wanna see the math? - Yep, with pleasure and gratitude. Pardon my English(agaiOlafB-4/16/2025
2836<i> While gross margins are being reduced for their main buyers</i&gElroy-4/16/2025
2835Our business is evaluating businesses and setting target prices for businesses. OlafB-4/16/2025
2834Hmm, well lets see. SIMO is in about 30% of PCs/notebooks, and perhaps 15%-25% Elroy-4/13/2025
2833Ah yes, of course. TSMC is their main foundry, I forget who is the other one.Elroy-4/12/2025
2832I meant production of its controllers. They are designers, but not manufacturersOlafB-4/12/2025
2831<i> SIMO outsources its commodity NANDs somewhere else</i> Not sElroy-4/12/2025
2830BTW, the bargaining goes as planned... negotiation with Taiwan and Trump alreadyOlafB-4/12/2025
2829About 85% - 90% of SIMO's business is in cell phones, PCs and chips. TrElroy-4/12/2025
2828Never mind. SIMO isn't going down from here....... Trump exempts phones, cElroy-4/12/2025
2827I looked at what SIMO did in the "Covid panic" of 2020. The situationsElroy14/12/2025
2826Hmmm. To the extent that this trade war is bad for Apple it is good for AndroidElroy-4/11/2025
2825PC Shipments Grew Fastest in Four Years to Avoid Tariffs bloomberg.com InteresElroy14/10/2025
2824Interesting bits on SIMO..... The US is responsible for only 7% of the global AElroy14/8/2025
2823Tariff? Tariffs on SIMO controller sales will be near zero. From the 202Elroy14/5/2025
2822Notes from SIMO investor presentation from two weeks ago (March 17 2025) QElroy23/31/2025
2821Silicon Motion joins AI humanoid robotics supply chain digitimes.comElroy-3/31/2025
2820+lil market volatility gives chances to buy more shares over next couple days, IOlafB-3/26/2025
2819MU did their Feb Q earnings call last night, and they talked a lot about consumeElroy13/21/2025
2818I was reviewing reports on semie's KPIs, here are my notes, can be useful foOlafB13/18/2025
2817<i> I remember couple month ago I argued about SIMO's bad fundamentElroy13/17/2025
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