Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 53.89+0.4%Sep 21 4:41 PM EDTNews

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From: Elroy10/27/2017 2:57:26 AM
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WDC also reported last night, lets see if they said anything pertinent to SIMO.....


In Client Devices, revenue grew nicely from the year-ago quarter, driven by increased demand for our embedded flash products and client SSDs. Since WDC is a SIMO SSD controller customer, and SIMO's client SSDs are down a good bit from last year, this doesn't make sense.

We began ramping our 64-layer based client SSDs for OEMs in the September quarter. And in the December quarter, we expect to launch our 64-layer eMMC solutions for the mobile and compute markets. I wonder who makes WDC's eMMC controllers?

In our flash joint ventures, during the September quarter, we achieved bit output crossover for 3D NAND versus 2D NAND. Manufacturing yields of BiCS3, our 64-layer 3D NAND, continued to improve and we met our ramp objectives of this industry-leading technology.

It is important to note that our fiscal 2017 financial performance included SanDisk's operating results for the full fiscal year. So any year-over-year comparisons I reference today will be a direct comparison. Our revenue for the September quarter was $5.2 billion, an increase of 10% year-over-year, driven by strong performance in each of our end markets. This is a goldilocks market for NAND, and WDC can only grow 10%. I don't see how these guys do OK once NAND enters excess capacity.

Relative to the mix and penetration of SSD, I think that is somewhat slowed based upon NAND constraints at an industry basis. We would expect though the long-term penetration to kind of continue as planned, nothing sort of untoward. This matches with SIMO's story....
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