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   Technology StocksSilicon Motion Inc. (SIMO)


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From: Elroy5/9/2019 6:38:42 AM
1 Recommendation   of 2176
 
This one is a bit strange. It appears to be SK Hynix announcing some upcoming QLC 4d SSD products, with internally developed controllers. Then the CEO of SIMO is quoted saying "They're great!"??

SK Hynix ships samples of 96-layer 1Tb QLC 4D NAND
digitimes.com

SK Hynix has delivered samples of new 1Tb quadruple-level cell (QLC) memory to major SSD controller companies, according to the company.

SK Hynix applies its own QLC technology to 96-layer charge-trap-flash-based 4D NAND flash, said the company, adding that its 96-layer-based 1Tb QLC products will be "in time for the QLC market opening."

Meanwhile, SK Hynix is ??developing its own QLC software algorithm and controller and plans to launch solution products in time to meet client demand, the company indicated.

"We plan to launch our own QLC-based SSD from next year when demand for enterprise QLC NAND is expected to become meaningful," said SK Hynix VP and head of NAND development strategy Han Joo Na in a company statement. "In particular, we intend to establish a solid position in the market for high-density eSSD, which is replacing hard disk drives (HDD), with NAND Flash solutions as large as 16TB (terabytes) or larger."

Also in the same statement, Silicon Motion Technology CEO Wallace Kou noted "we got QLC engineering samples from SK Hynix, and were impressed by its overall performance. The samples meet client SSD product requirements."

Here's another article on the topic......

techpowerup.com

According to IDC, the proportion of QLC in the NAND Flash market is expected to increase from 3% in 2019 to 22% in 2023, while the eSSD market will grow at a CAGR of 47.9% to rapidly replace HDD during the five-year period.

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From: Elroy5/15/2019 9:06:59 PM
   of 2176
 
Really hard to understand how all the NAND makers are gearing up to increase production efficiency and production capacity while NAND sales are near multi-year lows, SSDs are not selling, and.......where the demand!?!?!?!

Chipmakers gearing up for transition to 90/96-layer 3D NAND process technology

digitimes.com

Major memory chip vendors are on track to enter mass production of 90/96-layer 3D NAND products in the second half of 2019, according to industry observers.

For consumer electronics devices, 90/96-layer 3D NAND node manufacturing will enable more cost efficiency compared to previous-generation 3D technologies. Chipmakers with their more advanced 90/96-layer processes are also eyeing huge opportunities arising from automotive and data center applications, the observers indicated.

On another front, major NAND flash chipmakers have moved to cut back their 64-layer 3D NAND chip output aiming to bring stability to the memory market, the observers noted. The NAND flash market has been oversupplied causing chip prices to fall further.

NAND flash bit shipments climbed over 40% on year in 2018, thanks to chipmakers' transition to 3D NAND from 2D NAND process technology. And with China's Yangtze Memory Technologies (YMTC) planning to move directly to the 128-layer generation, major NAND chip vendors are set to transition to their 128-layer 3D NAND processes in the second half of 2020, according to the observers.


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From: Elroy5/28/2019 4:50:21 AM
   of 2176
 
Phison positive about SSD demand in 3Q19

digitimes.com

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From: Elroy5/28/2019 9:04:05 PM
   of 2176
 
hmmm, portable SSDs? I guess this is intended to help external hard disk storage be replace by ... external SSD storage? Ok, good luck with that....

Silicon Motion introduces the First Single Chip Controller for Cost Effective USB Portable SSDs

siliconmotion.com

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To: Elroy who wrote (2051)5/28/2019 10:40:58 PM
From: jmiller099
   of 2176
 
I like my USB portable SSD. Able to run virtual machine images from it. USB Flash drives are impossible.

Also, when reading reviews for the products it is also a nice use case for photographers to use for high speed access to large RAW images or video files for final processing.

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To: jmiller099 who wrote (2052)5/28/2019 11:19:45 PM
From: Elroy
   of 2176
 
Ok, I don't really know much about the product line.

Isn't every USB stick sort of a small USB - SSD product?

I guess SIMO's new chip is designed for larger and more professionally oriented USB SSD products as you describe.

I've got 3 or 4 external 500GB or 750GB hard drives around the house. I guess they have disk drives inside. In theory this new SIMO product would allow the same file storage function, in a USB-sized format, and with NAND rather than a disk drive, I guess that's the pitch.

And I guess my external 500GB drive has a SATA-3 to USB connection between the drive and the USB port, and the SIMO product would make those SATA-3 cables/tech unnecessary, saving costs.

Fair enough.

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From: Elroy5/29/2019 8:51:59 AM
   of 2176
 
Damn! 5.9x sales!

SANTA CLARA, Calif., May 29, 2019 /PRNewswire/ -- Marvell ( MRVL), a leader in infrastructure semiconductor solutions, today announced that it has entered into a definitive agreement under which NXP will acquire Marvell's Wi-Fi Connectivity business in an all-cash, asset transaction valued at $1.76 billion. The acquisition encompasses Marvell's Wi-Fi and Bluetooth technology portfolios and related assets. The business employs approximately 550 people worldwide and generated roughly $300 million in revenue in Marvell's fiscal 2019.

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To: Elroy who wrote (2054)5/29/2019 8:59:45 AM
From: Sam
   of 2176
 
They are paying 6x revenue for this business?!

Geez...

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From: Elroy5/31/2019 6:48:21 AM
   of 2176
 
There is an investor presentation on SIMO's web site. The CFO spoke at a Cowen conference.

He didn't change guidance at all. They are still expecting flat 2019 revenues, which implies a MASSIVE H2 revenue jump compared to H1.

Also, he clearly said it's possible that eMMC + UFS for 2019 may be flat with 2018. That implies a SUPER MASSIVE revenue jump in this category in H2 2019.

So hard to believe, but lets see what happens.....

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From: Elroy5/31/2019 10:47:40 PM
   of 2176
 
SIMO is working even on Saturday!

TAIPEI, Taiwan and MILPITAS, Calif., May 31, 2019 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation ( SIMO) ("Silicon Motion"), a global leader in NAND flash controllers for solid state storage devices, today announced that it has completed the sale of FCI, its Mobile Communications product line, to Dialog Semiconductor Plc.

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