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   Technology StocksSilicon Motion Inc. (SIMO)


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From: SiliconAlley12/13/2016 3:51:46 PM
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On the Alibaba news today, another group of suckers is born.

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From: SiliconAlley12/13/2016 4:00:28 PM
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From Needham's last report:

Silicon Motion is down about -10% since its Oct 7th high of $53 compared to a decline of -1% of the SOX over the same period. Much of this decline is from renewed concerns that SK Hynix will insource its UFS controllers (about 40 to 45% of SIMO’s revenue is from SK Hynix).

No one wants to own a stock with that kind of exposure to a single customer. Add Micron on top of that, and OUCH!

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From: SiliconAlley12/13/2016 4:06:03 PM
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More yummy news on Hynix move to in-house controllers:

SK Hynix previously acquired California-based Link_A_Media Devices (LAMD), a developer of memory-chip controllers, which has already improved its competitiveness in the SSD field by releasing products equipped with its in-house developed controller chips, the sources identified. SK Hynix plans to have its controller design team consolidated into the new company, while Seagate will transfer part of its technical team to the entity, the sources said.

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To: SiliconAlley who wrote (1529)12/13/2016 8:08:30 PM
From: Elroy
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Much better posting from you, keep it up.

Things that are related to the industry and SIMO = good, useful

You going on and on about the share price = useless, tedious

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To: Elroy who wrote (1530)12/13/2016 10:24:40 PM
From: SiliconAlley
   of 2181
 
You going on and on about the share price = useless, tedious

The only thing normal people really care about is the share price, as they are here to make money. You are here purely for ego, and use this board as a shrine to your beloved stock - which by the way is on its way down.

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To: SiliconAlley who wrote (1531)12/13/2016 10:36:00 PM
From: Elroy
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Look, if you're going to keep up this taunting personal stuff, I'm going to ban you. The non-stop discussion of SIMO's share price is much less interesting to me than it is to you. Sam created a WDC vs. SIMO board on SI, you can go over there and discuss that topic all you want.

You are here purely for ego, and use this board as a shrine to your beloved stock - which by the way is on its way down.

This type of post has got to end, or you're ability to post here will end. Feel free to comment on industry trends or SIMO trends, but your issue with me personally is tiring me out.

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To: SiliconAlley who wrote (1531)12/13/2016 10:49:53 PM
From: simo4
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Why are you here, because you are miserable and thrive off other people's misfortunes?
On another note, I doubt SIMO would have increased the dividend and claim next year being another growth year if Hynix was going in house with their controllers. At the the last conference call it was stated that they have a better pipeline and more design wins going into 2017 than they did going into 2016.
My prediction is simo will skyrocket on preannouncement with an easy beat, tank in late January when they give whole year guidance and slowly but surely come back during 2017 and reach new highs towards the middle/end of 2017.

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To: Elroy who wrote (1532)12/13/2016 10:56:13 PM
From: SiliconAlley
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Look, if you're going to keep up this taunting personal stuff, I'm going to ban you.

Taunting personal stuff, like you calling me an idiot? I think you'll find that Craig doesn't take kindly to a moderator hurling personal insults at people with opinions they don't like, and then banning them.

Moderators are expected to act like adults, so I would highly recommend you start acting like one.

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To: simo4 who wrote (1533)12/13/2016 11:03:47 PM
From: SiliconAlley
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Why are you here

I am here to provide the truth about this stock.

I doubt SIMO would have increased the dividend and claim next year being another growth year if Hynix was going in house with their controllers.

You can doubt all you want. They bought a controller company, merging teams, and have already announced their plans for UFS 2.1.

The dividend increase was nothing more than a feeble attempt to support the stock. And 2017 matters none to the long term view of this stock. Real investors are looking at the big picture, and not focusing on tomorrow.

You may also recall how the market reacted to the last earnings report and conference call. While you and others believe it was rosy, the stock was down 14% on many multiples of normal volume. This is not how healthy stocks react to "good" news, but rather is how the stock of a troubled company is distributed to bargain seekers who can't understand the selling.

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From: Elroy12/14/2016 4:58:37 AM
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The flash storage giant

Shannon Launches World’s First 12.8TB PCIe SSD

finance.yahoo.com

SHANGHAI, China, Dec. 14, 2016 (GLOBE NEWSWIRE) -- Shannon Systems, a leading manufacturer of SSDs, has continued its growth in the 3D NAND-based flash market by launching several new products including the world’s first 12.8TB PCIe SSD drive, Direct-IO G4i. The Shanghai-based flash storage giant is geared up to provide more different services for its enterprise customers.


“3D NAND technology heralds a new era of flash storage with high performance, high capacity and low cost being available at the same time for users,” remarked Shannon CEO Yang Xueshi. “Shannon has always been a frontrunner for research in this area. By utilizing 3D NAND, we provide a staggering capacity of 12.8TB on a single SSD drive. This is a milestone for the SSD industry.”

Chinese ecommerce giant Alibaba has already deployed Shannon’s PCIe SSD products in large scale and seen significant performance improvements in mission-critical systems and being able to handle more intensive and larger workloads during peak times, serving more than 120,000 transactions per second in the last “singles day” sales event on November 11.



Positioned as the input/output bottleneck “killer”, the enterprise-grade Shannon Direct-IO PCIe SSD flash stands out among its peers for its high performance level, resilience and reliability.

In terms of reliability, Shannon adopts advanced signal processing, error correction and RAID technologies to ensure reliable data storage in addition to DRAM-less technology, which eliminates the need to flush DRAM buffered data when encountering a sudden power loss.

Further to the Direct-IO PCIe SSD upgrades, Shannon also unveiled a 3D-NAND based nonvolatile memory express (NVMe)-based SSD line. This line of products comes out with access latency less than 15µs, more than 2GB/s read/write bandwidth while achieving all the performance with a typical power consumption less than 6W.

With customers ranging from e-commerce, government, education to finance, Shannon Systems provides SSDs and solutions for enterprises such as travel website Qunar, telecommunications providers China Telecom and China Unicom and partners such as IT and electronics industry leaders Inspur, Huawei, Lenovo and HPE.

“Innovation is coded in Shannon’s genes and we are committed to help enterprises handle larger scale workloads with our unique set of technologies and solutions,” added Yang.

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