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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 89.10-0.8%3:59 PM EDT

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From: Elroy7/15/2019 6:41:14 AM
   of 2549

Phison is the largest competitor for SIMO in merchant SSD controllers. Toshiba is often a Phison customer.

Phison sales stay flat in June
Naomi Zhang, Taipei; Steve Shen, DIGITIMES
Friday 12 July 2019

Flash controller IC supplier Phison Electronics has reported revenues of NT$3.344 billion (US$107.72 million) for June, down 0.3% both from a month and a year earlier.

For the first half of 2019, revenues totaled NT$19.126 billion, decreasing 2.56% from a year earlier.

In June, the company's shipments of memory module products grew 6.35% on year, and SSD and eMMC products surged 67%, with SSD controller chips alone expanding at a rate of 93%.

The company is optimistic about its business outlook for the second half of 2019 thanks to stabilizing NAND flash prices, according to company sources.

NAND flash prices are actually rebounding as device vendors have begun to scramble for NAND flash chips recently because some chipmaker have tightened their supplies and rising trade tensions have added uncertainty to the market, said the sources.

Meanwhile, demand for the company's recently released high-margin controller chips, including PS5016-E16 PCIc 4.0 SSD controllers, has been strong, which help maintain its sales momentum in the second half, said the sources.

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