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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 49.45-0.1%2:20 PM ESTNews

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To: Elroy who wrote (1786)10/27/2017 3:10:36 AM
From: Elroy   of 1800
 
And INTC reported as well! Lets see what they say about NAND and SIMO related stuff. I have a hunch INTC is SIMO's biggest SSD controller customer, but I'm not sure.

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Our memory business grew 37% over last year and operating margin improved significantly, as Fab 68, our Dalian factory, continued to beat both its ramp rate and yield goal. Fab 68 accounted for more than half of our supply in a quarter where more than 70% of the total bits were 3D NAND.


Our memory innovation and technology leadership is having an impact. We shipped the industry's first 64-layer data center SSDs and have a strong Optane design win pipeline. That leadership technology has also resulted in strong customer interest in long-term supply agreements, and we've already signed two such agreements. Bob will share more about our approach, but this is an important step that will mitigate the short-term cash flow impact of ramping our memory capacity.


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Hmm, Intel has loads of business segments, and NAND doesn't appear to get much discussion. Not sure what Intel's report tells us about SIMO's business.
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