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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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2878I had a quick chat with SIMO IR yesterday to clarify the NVDA Bluefield project Elroy16/17/2025
2877perfect. Thanks.Lance Bredvold-6/16/2025
2876Ah, OK. Management is excellent at SIMO. They will always say stuff like "Elroy-6/16/2025
2875Oh, I don't much care what analysts say. I was asking about management'Lance Bredvold-6/16/2025
2874<i> I suppose the only other question you may be able to shine some ligElroy-6/16/2025
2873Nice analysis, Elroy. I paid a bit of attention to your comments about SIMO forLance Bredvold-6/16/2025
2872OK, for anyone who reads this board, I am interested to read NEGATIVE things aboElroy16/16/2025
2871SMI CEO says no PCIe 6.0 SSDs for PC 'until 2030', Nvidia demands SSDs wElroy16/13/2025
2870Silicon Motion MonTitan 7.68TB Enterprise SSD Review - Titanic Performance SiliElroy16/2/2025
2869Hmmm The device has reportedly been built from the ground up for high-capacity dKirk ©15/31/2025
2868Interesting. Part of SIMO's Mon Titan enterprise SSD contoller story is tElroy15/31/2025
2867Nvidia BlueField System Sales: Total Available Market (TAM) Overview Summary: Elroy-5/28/2025
2866This system where "SIMO controllers are qualified" was mentioned in thElroy15/28/2025
2865AI inference drives storage's critical role; Silicon Motion enters Nvidia ecElroy-5/28/2025
2864From cloud to edge computing, Silicon Motion enables high-performance and low-poElroy-5/20/2025
2863 Silicon Motion Showcases Next Generation PCIe Gen5 SSD Controller and USB4 PorElroy15/15/2025
2862The SIMO CEO presented at JPMorgan conference today. He said SIMO has relationsElroy15/14/2025
2861Got it, thanks for the explanation. So it just means that SIMO is in a Korean NElroy-5/9/2025
2860The on-board memory controller is UFS. But this program is for the Micro SD ExprAnonymous895-5/9/2025
2859It's not a Micro SD card, it's a Micros SD Express card, which there areAnonymous895-5/9/2025
2858Memory Chips Used in the Nintendo Switch 2System RAM The Nintendo Switch 2 usesElroy-5/9/2025
2857Ok, but the whole idea that a microSD card is authorized/qualified for the SwitcElroy-5/9/2025
2856No reason to think that one comes with each console; I guarantee you that that&#Anonymous895-5/8/2025
2855Yup, you're correct. Interesting that the micro SD card is part of the SwitElroy-5/8/2025
2854Here's the relevant quotes from the earnings call. First, from the preparedAnonymous895-5/8/2025
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