Technology StocksSilicon Motion Inc. (SIMO)

Previous 10 Next 10 
From: Elroy8/10/2017 8:20:51 PM
   of 1953
In the latest short position update, SIMO's short balance moved up a bit to 4.1 million shares from a previous 3.9 million.

However, the 4.1 million shares short number is from the day before they released their Q2 earnins and guidance, and the following day SIMO jumped $3.50 per share on 2.9 million shares trade. I was really surprised at that up move in the share price in the face of lousy Q3 guidance. Maybe it was shorts covering because "all the bad news is out, the good stuff is coming", or maybe not, who knows?


Recently NAND makers MU and WDC are experiencing declining share prices despite super strong quarterly results and guidance. This happens in memory cycle peaks. So......hopefully the long awaited switch from under production to over production is taking place. When the NAND makers can't meet demand, they direct the majority of their NAND production to enterprise NAND applications since those have the highest profit margins. When NAND production is in over supply, they direct their NAND to anything that will sell, which includes SIMO's client side products, so we need NAND to enter excess production and over capacity so that the client side products get their boost in units, and SIMO's controllers sales jump as a result.

It will happen, the question is just when......

Share RecommendKeepReplyMark as Last Read

From: Elroy8/24/2017 10:10:28 PM
   of 1953
Some nuggets related to SIMO from MRVL's call. MRVL is SIMO's main merchant competitor for SSD controllers.


We achieved this upside by stronger than expected growth of our SSD products for the enterprise and datacenter market. Our SSD business grew sequentially and now accounts for more than 25% of our storage revenue. We achieved this growth despite supply constraints in the NAND market.

We continue to believe that the storage market transition from HDD to SSD will be positive for Marvell. As an example, we estimate that our total storage sales into notebooks will grow in fiscal 2018 versus fiscal 2017 with growth in SSD sales more than offsetting the decline in HDD sales.

Storage accounted for 52% of revenue and grew 13% year-over-year, driven by the rapid revenue ramp of SSD products and our increased market presence in enterprise and the data center market with our broad HDD and SSD product portfolio.

One of your primary competitors on the SSD controller has been struggling with the ability to fully procure NAND. So, I was just hoping you could talk about the opportunity to gain share in the low-end SSD SoC market, and made some of this market dislocation going into the back half of the year.

we’ve performed very well as a company in SSD, and we have gained substantial market share, if you look and integrate back over the last year or so. So, that business continues to be on a very positive trajectory. We do view ourselves as being a very -- the broadest supplier of IP and solutions from clients, all the way to the cloud and the enterprise and the data center. As you mentioned, there is competition as some of those competitors are focused in very specific segments, some in the lower end. That’s a segment that we’re not ignoring. We have purpose-built solutions for that market and we plan to be competitive, certainly in that segment, whether its Marvell or our competitor or just in general in the market, the bulk of the NAND is not being allocated there. So, that’s just an industry issue. But we certainly intend to benefit when the overall industry re-bounce, we intend to be competitive across the span of our portfolio.

Share RecommendKeepReplyMark as Last Read

From: Elroy8/31/2017 8:47:49 AM
   of 1953
Silicon Motion Has Four New 3D NVME SSD Controllers
by Chris Ramseyer August 15, 2017 at 1:40 PM

Share RecommendKeepReplyMark as Last Read

From: Elroy9/1/2017 3:23:02 AM
   of 1953
At Flash Memory Summit (FMS) this month, Silicon Motion demonstrated several of their upcoming NVMe SSD controllers and engineers presented several of the technologies Silicon Motion has developed for these controllers. Between the exhibit and the technical presentations, a total of six upcoming SSD controllers were mentioned.

Currently, most SSDs using Silicon Motion controllers feature either the SM2258 SATA controller or the SM2260 NVMe controller. The SM2258XT is a DRAMless variant of the SM2258. Silicon Motion's new SM2259 SATA controller recently debuted in the Intel SSD 545s, but hasn't been spotted in any other consumer products yet and there are still new SM2258 products being announced. Silicon Motion hasn't shared much information on the SM2259 and it doesn't even appear on their website yet, but thanks to the presentations at FMS we now know that one of the key improvements over the SM2258 is Silicon Motion's second-generation LDPC encoder. Like the SM2260 NVMe controller, the SM2259 uses a 2kb codeword size instead of the 1kb codeword size used by the SM2256 and SM2258 SATA controllers. As a result of the larger codeword size and other changes to the LDPC system, the SM2259 can offer much higher error correction throughput and tolerate a higher error rate than its predecessors. The improved performance comes at the cost of requiring significantly more die area on the controller and higher power draw, but our test results from the Intel SSD 545s indicate these tradeoffs were worthwhile.

Share RecommendKeepReplyMark as Last Read

From: Elroy9/1/2017 3:26:49 AM
   of 1953
Crucial BX300 SSD Review
by Chris Ramseyer August 29, 2017 at 6:00 AM

the BX300 uses an SMI SM2258 four-channel controller

Share RecommendKeepReplyMark as Last Read

From: Elroy9/1/2017 3:29:35 AM
   of 1953
Micron has finally introduced a second consumer SSD with 3D NAND flash. Rather than a high-performance NVMe drive, they've brought back the entry-level BX product line for the Crucial BX300.

At Computex 2014, Micron introduced the Crucial MX100, the first SSD to use their 16nm MLC NAND. The MX100 was a hit with great performance and great pricing. It was followed up in 2015 by the Crucial MX200, which wasn't much of an improvement over the MX100. But at the same time, Crucial introduced a second product line with the BX100. Using the same 16nm MLC but a cheaper Silicon Motion controller, the Crucial BX100 continued to offer good performance for most purposes and was also the most power efficient SSD of its time.

Micron is again using a Silicon Motion controller for the BX line,

Share RecommendKeepReplyMark as Last Read

From: Elroy9/1/2017 3:30:56 AM
1 Recommendation   of 1953
Today Intel is introducing their SSD 545s, the first product with their new 64-layer 3D NAND flash memory and, in a move that gives Intel a little bit of bragging rights, the first SSD on the market to use 64-layer 3D NAND from any manufacturer.

The Intel SSD 545s continues Intel's close relationship with Silicon Motion by being one of the first SSDs to use the latest SM2259 controller.

Share RecommendKeepReplyMark as Last Read

From: Elroy9/8/2017 4:32:20 AM
   of 1953
MediaTek August revenues climb to 9-month high

Jessie Shen, DIGITIMES, Taipei [Friday 8 September 2017]

MediaTek has reported consolidated revenues climbed to a nine-month high of NT$22.5 billion (US$748.8 million) in August 2017. MediaTek's consolidated sales for August 2017 represented a sequential increase of 18.6% but an on-year decrease of around 13%. Combined revenues for July and August came to NT$41.47 billion.

Market watchers expect MediaTek's third-quarter revenues to meet the company's guidance of between NT$59.2 billion and NT$63.9 billion, which will represent sequential growth of 2-10%.

MediaTek co-CEO Rick Tsai said at the company's most recent investors meeting that the Helio P series for the mid-range and higher mid-range smartphone SoC market segment will be a major product focus of the company. MediaTek expects to start regaining its market share in the fourth quarter, with better development expected in 2018, according to Tsai.

MediaTek recently introduced the Helio P23 and P30 SoC series with both built using 16nm process technology and targeted at mid-range smartphones.

Tsai noted previously there will be two more Helio P-series smartphone SoCs available in 2018, when 12nm will be the main process technology MediaTek's mobile chips will be made using. Besides, the company expects to complete tape-out of 7nm products in the second half of 2018, Tsai said.

MediaTek has also put increased focus on

Share RecommendKeepReplyMark as Last Read

From: joeclark119/18/2017 6:44:09 AM
   of 1953
Anyone can help me out with motion graphics video?


last couple months I have been working on collecting information on my up coming dissertation, my topic will be *something* to do with Motion Design - and that's the problem, I'm not 100% sure and the amount of information I have read has just made my mind melt.
These are just a few of the questions I have come up with, the first one sounding the most developed.

The problems is, they seem very broad, my tutor keeps saying their quite broad, I'm not totally sure where to go from here? How can I narrow these topics down to make for an interesting dissertation.

Another problem that I have encountered, is there doesn't seem to be a whole lot of written material to read and learn from, compared to tradition graphic design methods.
Can anybody recommend any books/interviews/case studies/articles full of information relating to motion designs video.

Any help will be appreciated.
Thank you.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)

To: joeclark11 who wrote (1749)9/18/2017 11:30:32 AM
From: Elroy
   of 1953
Silicon Motion is a company that makes semconductors for the flash memory industry.

They don't have much of anything to do with motion video, so I don't think this is the place to look for what you're looking for.

And there's almost nobody on this board as well, just me, myself and I.......

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10 

Copyright © 1995-2018 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.