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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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2955 82 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2929Some tidbits from Micron's conference call: • In fiscal Q4, Micron ceasElroy1September 23
2928Hmmm, Seeking Alpha has sent out an article now that shows that MU's NAND reElroy1September 23
2927MU just reported. Their mobile and client (PC) sales were up 50% sequentially. Elroy1September 23
2926SIMO trading at an all time high share price in pre-market. We may wind up beinElroy1September 23
2925Sounds like the NAND memory market is booming. Phison resumes quotes as NANElroy1September 21
2924SIMO 52 week highElroy-September 19
2923SIMO 52 week highElroy-September 18
2922NAND and DRAM prices surge by up to 20% — contract price increases driven by AI Elroy1September 17
2921SIMO hit a 52 week high of $90.55 today. The tea leaves are lining up very wellElroy1September 15
2920SMI CEO Wallace Kou on the future of SSDs: PLC NAND and PCIe 6.0 SSDs for PCs arElroy1September 14
2919No idea what to make of this. Everything else indicates PCs are selling like gaElroy-September 11
2918Citibank out with positive commentary on Micron, expecting forward guidance to bElroy-September 11
2917Phison Electronics reports record revenue growth amid rising AI demand and potenElroy1September 11
2916New report blames Phison's pre-release firmware for SSD failures — not MicroElroy1September 8
2915Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PElroy1August 28
2914This might be a reason for SIMO's strong performance today. Pure Storage Elroy1August 28
2913HPQ on the PC market In the commercial side, we expect to continue to see tElroy-August 27
2912Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthroElroy1August 25
2911That's about as good as it gets. Windows update break Phison controllers, aElroy-August 22
2910Phison Acknowledges SSD Failure Reports On Windows 11 Due To KB5063878/KB5062660Elroy1August 22
2909Silicon Motion: None of Our Controllers Affected by the Windows 11 Bug ExclusivElroy1August 22
2908Silicon Motion SM2504XT Controller Review - Best DRAMless SSD Ever Silicon MotiElroy1August 14
2907Today: KBCM 26th Annual Technology Leadership Forum Monday, August 11, 2025, 1:Elroy-August 11
2906SIMO has an investor presentation today at 3:30pm EST. Maybe something interestElroy1August 11
2905NVidia! VAST Data! Innodisk! Unigen (who?)! Cheetah SSDs (??)!! Silicon Elroy1August 5
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