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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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To: Elroy who wrote (2757)4/11/2024 9:44:09 AM
From: Sam1 Recommendation

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Sr K

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I like this excerpt--I didn't know that SIMO was such an important supplier to EVs:

Although the memory demand for in-vehicle systems is increasing, according to teardown reports, Micron provides the most crucial smart driving master control and car master control components of the Xiaomi SU7. The smart cockpit control module is powered by a Qualcomm Snapdragon 8295P CPU with 16GB of Micron LPDDR4 memory.

Furthermore, the Nvidia GPU of the SU7's intelligent driving master control is connected to Micron's on-board storage chips, namely UFS 3.1 (with a 256GB storage capacity) and UFS 2.1 (with a 128GB storage capacity). Both specifications call for a maximal bandwidth of 400MT/s. Each of the primary controller chips is made by Silicon Motion.

Relevant suppliers declined to comment on the official exposure of the SU7 supply chain.

Silicon Motion once stated that its in-vehicle storage products are widely used by automakers in the US, Japan, and China, as well as in worldwide supply chains of vendors including Tesla, Toyota, Honda, and GAC. Silicon Motion also works closely with key platforms in the automotive sector, including NXP, Renesas, Qualcomm, MediaTek, and others. It recently released the UFS 4.0 control chip, which uses the TSMC 6nm EUV process to target high-efficiency application segments such as AI mobile phones, automobiles, and edge computing.
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