SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 55.28+1.8%Feb 13 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Elroy11/4/2023 10:58:06 AM
1 Recommendation

Recommended By
franklin1

   of 2807
 
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.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News