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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 75.52-5.2%Jul 17 3:59 PM EDT

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From: Elroy11/4/2023 10:58:06 AM
1 Recommendation

Recommended By
franklin1

   of 2782
 
I missed this when it came out.

Micron is going internal for controllers with UFS 4.0.

That's bad news for SIMO. The big revenue hit likely happens in 2025.

investors.micron.com

SIMO needs to get SK or Samsung to take SIMO as an OEM for UFS 4.0, otherwiwse I don't see how SIMO competes in the cell phone memory module space after 2025. Those modules gotta have DRAM.
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