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Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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Emcee:  JakeStraw Type:  Unmoderated
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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964Small tidbit from WDC's call that may affect SIMO.... Switching to the nearElroy-12 AM
963You're absolutely correct. Losing Hynix's eMMC business is the biggest Elroy-yesterday
962Answer - Hynix does NOT have significant in house controller technology, and SIBargain Hunter-yesterday
961If you trade SIMO in the future, I'd also be interested in reading your sellElroy-yesterday
960I'm going to guesstimate SIMO's Q2 revenues as about....... Client SSD Elroy-yesterday
959I will try to remember to post it here the next time I run into a comment like tSam-yesterday
958Ha! I just had a look back, and here's my comment from 2011.... <i&gElroy-yesterday
957If I recall correctly, SIMO's revenues were $140m last quarter. That is totaSam-yesterday
956I'd be interested in the comments that say the 3D NAND requires a <b>mElroy-yesterday
955<i>A year ago, several veterans of SSD controller design firms SandForce aElroy-yesterday
954<i>As for your statement above, yes, the controller is "different&quoSam-yesterday
953<i>controllers for 3D NAND SSDs are different from those that use planar SElroy-yesterday
952Last October, Micron bought a controller company, Tidal Systems. They have repeaSam-Wednesday
951Hynix is SIMO's largest customer, accounting for about 30% of sales at the mElroy-Wednesday
950Too bad I didn't see this before responding earlier: SK Hynix's (HXSCL)Bargain Hunter-Wednesday
949Apple and Samsung are the big companies that use in house controllers. Samsung Elroy-Wednesday
948It assumes the large customers have extensive in house design capabilities for Bargain Hunter-Wednesday
947<i>Maybe because larger customers, as their SSD business grows larger, areElroy-Tuesday
946Gaining SSD controller share at smaller customers sounds like a strange approacBargain Hunter-Tuesday
945MRVL has a new CEO who appears to want to focus on SSDs, that's not good forElroy1Tuesday
944Morgan Stanley's SIMO note has some interesting market share info on SSDs. Elroy-Tuesday
943I'm back from vacation. I've got a few SIMO notes. Brean has them at $Elroy-Tuesday
942I think a key bit of this Guidance will be what they are saying about Q4 relativElroy-last Friday excerpt Business Outlook “We expect our strong sales momentSr K-last Friday
940SIMO announced Q2 results. They'll do a conference call before the open n FElroy-July 21
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