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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: Elroy4/26/2024 12:54:31 PM
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From WDC's earnings call:


In Flash, we anticipate bits will be flat and ASP is up as we continue optimizing our bit placement to maximize profitability.


Flat bits and increasing capacity per chip probably means units slightly down.

SIMO cares about units sold, not flash prices or chip bit capacity. It's units.....

Also this comment.....


As far as your point on QLC, this is -- we're now starting to transition to BiCS6. And so we talked about a couple -- a number of products here that are BiCS6 based, which first, the client SSD, you didn't -- I'll talk about enterprise SSD as well, but we -- our client SSD has been extremely well received. The performance of it is outstanding. We have our own internal controller team. They've done an amazing job of building a really, really high-performance QLC client SSD. We expect that to lead the market and lead that transition in that part of the market.
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