Silicon Motion Inc. (SIMO) | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
2853	Hmmm, Switch 2 has to have some internal memory to store games. I just assumed	Elroy	-	5/8/2025
2852	You misunderstood. Read the transcript again. They're in the Micro SD Expres	Anonymous895	1	5/8/2025
2851	SIMO said they (and one other controller maker) are in the Switch 2, and expect	Elroy	-	5/8/2025
2850	Quick review of the SIMO Q1. Good news is there are plenty of growth drivers wh	Elroy	2	5/1/2025
2849	SIMO 2024 annual report is finally out. The only new info I see on a quick glan	Elroy	1	4/30/2025
2848	Some SIMO earnings call quick notes CEO Wallace- NAND flash makers are increas	Elroy	4	4/30/2025
2847	46.3$, Sire...:)	OlafB	-	4/30/2025
2846	SIMO reported in line with guidance, and gave about as expected Q2 sales guidanc	Elroy	2	4/29/2025
2845	SIMO's stock was about $70 when MXL offered to buy it for $93 cash per share	Elroy	2	4/20/2025
2844	Thank you Elroy, I am having difficulty understanding why the Board of SIMO an	franklin1	-	4/20/2025
2843	The annual report from last year says the actual arbitration proceedings will oc	Elroy	2	4/19/2025
2842	I was looking on-line for an update on the Merger/takeover from MaxLinear, Inc.-	franklin1	-	4/19/2025
2841	Appreciate the comment and quote from TSMC	OlafB	-	4/18/2025
2840	From Seeking Alpha 4.17.25 Goldman Sachs has issued a stark warning about the f	franklin1	-	4/17/2025
2839	Here'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 -> Gad	Elroy	2	4/17/2025
2837	Wanna see the math? - Yep, with pleasure and gratitude. Pardon my English(agai	OlafB	-	4/16/2025
2836	<i> While gross margins are being reduced for their main buyers</i&g	Elroy	-	4/16/2025
2835	Our business is evaluating businesses and setting target prices for businesses.	OlafB	-	4/16/2025
2834	Hmm, well lets see. SIMO is in about 30% of PCs/notebooks, and perhaps 15%-25%	Elroy	-	4/13/2025
2833	Ah yes, of course. TSMC is their main foundry, I forget who is the other one.	Elroy	-	4/12/2025
2832	I meant production of its controllers. They are designers, but not manufacturers	OlafB	-	4/12/2025
2831	<i> SIMO outsources its commodity NANDs somewhere else</i> Not s	Elroy	-	4/12/2025
2830	BTW, the bargaining goes as planned... negotiation with Taiwan and Trump already	OlafB	-	4/12/2025
2829	About 85% - 90% of SIMO's business is in cell phones, PCs and chips. Tr	Elroy	-	4/12/2025

Go to reply# or date (mm/dd/yy):