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Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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1905 64 1 SIMO
Emcee:  Elroy Type:  Moderated
Silicon Motion Inc. was acquired by Feiya Technology in September 2002 and was renamed as Silicon Motion Inc. Silicon Motion Inc. develops and manufactures embedded graphics, digital signal processing, and multimedia companion chips. The company's graphics, video, and audio applications are designed for use in handheld devices, wireless broadband terminals, LCD presentation devices, and consumer devices. In addition the company also offers flash memory and flash media reader controllers with QuickWrite™ technology. Silicon Motion was founded in 1995 and is based in Hsinchu, Taiwan and has offices in San Jose, California.
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1905From the Micron Presentation: Sanjay Mehrotra: So in terms of NAND -- never Mesaverde-3 hours ago
1904From The Micron Presentation Monday. Sanjay spoke about some of the process teMesaverde-3 hours ago
1903 NAND flash price rally may be short-lived in 3Q18, says Apacer president Siu HaElroy-last Friday
1902The Average Contract Prices of Enterprise SSD May Fall by 10% in 2Q18, Says TrenElroy-last Friday
1901 Growing SSD demand to stop NAND flash prices from falling Siu Han, Taipei; JessElroy-last Thursday
1900Hmmm, not a bad week for SIMO, up more than $3 for no apparent reason. And MU aElroy-May 14
1899Taiwan's Silicon Motion turns to China and 5G for future growthCEO of key meElroy-May 10
1898The eMMC/UFS Market to See Steeper Price Decline in 2Q18, Prices May Stabilize iElroy-May 10
1897Tidbits from SIMO's Q1 call. NAND supply is rapidly available, and NAND priElroy-April 29
1896Here are some SIMO and NAND related tidbits from WDC's call In Flash, durinElroy-April 28
1895I think the SIMO press release about Q1 results is not very interesting. GuidanElroy-April 26
1894Business Outlook "We believe our business outlook is increasingly more favoMesaverde-April 26
1893tidbits from SK Hynix conference call. For NAND Flash, bit shipment grew by 16%Elroy2April 25
1892 Chip demand from Android phone makers picking up https://www.digitimes.com/nElroy-April 17
1891NAND Flash Prices Will Continue to Decline as the Slight Oversupply Continues inElroy-April 13
1890Chip demand from China handset firms picking up https://www.digitimes.com/newsElroy-April 12
1889SIMO's short position remains pretty high based on the latest update (from eElroy-April 11
1888<i>Usually good thing with SIMO are expected "next quarter". MaElroy-April 11
1887Yawn. SIMO pre-announced Q1 revenues and gross margins almost exactly in line wElroy-April 9
1886<i>This is no good. The long rumored internalization of controllers may bElroy-April 5
1885It's pre-announcement week for SIMO. I'll bet they pre-announce revenueElroy-April 2
1884 Samsung to Double NAND Memory Output Capacity in China Source: Techpowerup EElroy-March 30
1883SK hynix vows to maintain lead in Chinese market english.yonhapnews.co.kr 2018Elroy-March 28
1882SIMO stock price up $5.00 in two days for no apparent reason. I wonder if the sElroy-March 27
1881SSD Price Drop Will Drive the Adoption Rate of SSD in Notebooks to 50%, Says TreElroy-March 27
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