Silicon Motion Inc. (SIMO) | Stock Discussion Forums

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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

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

Reply	Message Preview	From	Recs	Posted
2855	Yup, you're correct. Interesting that the micro SD card is part of the Swit	Elroy	-	May 8
2854	Here's the relevant quotes from the earnings call. First, from the prepared	Anonymous895	-	May 8
2853	Hmmm, Switch 2 has to have some internal memory to store games. I just assumed	Elroy	-	May 8
2852	You misunderstood. Read the transcript again. They're in the Micro SD Expres	Anonymous895	1	May 8
2851	SIMO said they (and one other controller maker) are in the Switch 2, and expect	Elroy	-	May 8
2850	Quick review of the SIMO Q1. Good news is there are plenty of growth drivers wh	Elroy	2	May 1
2849	SIMO 2024 annual report is finally out. The only new info I see on a quick glan	Elroy	1	April 30
2848	Some SIMO earnings call quick notes CEO Wallace- NAND flash makers are increas	Elroy	4	April 30
2847	46.3$, Sire...:)	OlafB	-	April 30
2846	SIMO reported in line with guidance, and gave about as expected Q2 sales guidanc	Elroy	2	April 29
2845	SIMO's stock was about $70 when MXL offered to buy it for $93 cash per share	Elroy	2	April 20
2844	Thank you Elroy, I am having difficulty understanding why the Board of SIMO an	franklin1	-	April 20
2843	The annual report from last year says the actual arbitration proceedings will oc	Elroy	2	April 19
2842	I was looking on-line for an update on the Merger/takeover from MaxLinear, Inc.-	franklin1	-	April 19
2841	Appreciate the comment and quote from TSMC	OlafB	-	April 18
2840	From Seeking Alpha 4.17.25 Goldman Sachs has issued a stark warning about the f	franklin1	-	April 17
2839	Here's some article commenting on sales in China: Big U.S. Tech’s Risks in	Elroy	-	April 17
2838	<i> SIMO, sells its NAND controllers to gadget/chip producers -> Gad	Elroy	2	April 17
2837	Wanna see the math? - Yep, with pleasure and gratitude. Pardon my English(agai	OlafB	-	April 17
2836	<i> While gross margins are being reduced for their main buyers</i&g	Elroy	-	April 16
2835	Our business is evaluating businesses and setting target prices for businesses.	OlafB	-	April 16
2834	Hmm, well lets see. SIMO is in about 30% of PCs/notebooks, and perhaps 15%-25%	Elroy	-	April 13
2833	Ah yes, of course. TSMC is their main foundry, I forget who is the other one.	Elroy	-	April 12
2832	I meant production of its controllers. They are designers, but not manufacturers	OlafB	-	April 12
2831	<i> SIMO outsources its commodity NANDs somewhere else</i> Not s	Elroy	-	April 12

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