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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 68.71-3.4%Nov 26 12:59 PM EST

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To: Elroy who wrote (2412)10/23/2021 10:16:32 PM
From: Anonymous895  Read Replies (1) of 2424
 
Elroy,

SIMO is not actually 4x Phison, as we've spoken about other times. I'm pretty sure that when SIMO says they're 4x the next largest merchant controller, they are specifically not counting any controllers used for internal use or for joint ventures/partnerships. So they're not counting Phison's controllesr for the flash that they themselves sell nor the Phison controllers used in Kingston drives. I think they're not counting the Phison controllers used in Toshiba drives as well. They're considering all this to be "in-house" controllers. But it does of course count as competition to SIMO.

All that said, I do agree that SIMO has gained massive market share this year, and I believe a lot of it will be sticky.
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