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   Technology StocksSilicon Motion Inc. (SIMO)


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From: Elroy9/17/2021 3:59:23 PM
   of 2454
 
Silicon Motion makes investment in AI startup


https://www.digitimes.com/news/a20210917PD211.html


Deep Vision, a startup developing AI edge accelerator hardware, has recently closed a US$35 million Series B financing round, with Silicon Motion Technology being among the investors.

Silicon Motion also participated in the Series A financing.

Silicon Motion intends to build a strategic partnership with Deep Vision, which has patented AI processors to perform real-time video analytics and provide natural language processing (NLP) capabilities for a growing market of voice-controlled applications, said Wallace Kou, president and CEO of the Taiwan-based flash storage controller specialist.

Deep Vision's AI processor technology is specifically designed for edge computing solutions, with its target markets set to expand to include smart retail solutions such as unmanned shops, drones, smart cities and robots, Kou indicated. Deep Vision is also working closely with the EV industry supply chain by providing image analytics for self-driving.

Silicon Motion is looking to enhance its data storage expertise with AI, exploring new applications enabled by AI. Its strategic investment in Deep Vision will help the flash device controller supplier acknowledge new trends, Kou said.

Besides, through the partnership, Silicon Motion could have its solutions combined with Deep Vision's technology and introduce a brand new product segment to comply with future technology trends, according to Kou.

-------------------------

https://deepvision.io/




Powering AI Innovation at the EdgeBuilt around a comprehensive software tool suite, the Deep Vision ARA-1 processor is the definitive choice for edge applications where requirements span high compute, model flexibility, and energy efficiency. Purpose-built to drive today’s most complex and cost-effective Edge AI applications with high performance at the lowest power.?

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From: Elroy9/22/2021 7:17:59 PM
1 Recommendation   of 2454
 
NAND supply likely to turn tight in 2H22, says Silicon Motion


https://www.digitimes.com/news/a20210922PD202.html

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To: Elroy who wrote (2402)9/22/2021 11:09:00 PM
From: Elroy
   of 2454
 
I wonder what that previous article is all about. The only way I can think of that the CEO of SIMO would be discussing the tightness of NAND in H2 2022 (a year from now) is if he's got so many orders for NAND flash controllers for H2 2022 delivery that he thinks even the NAND makers won't be able to keep up.

My best guess is SIMO's phenomenal revenue growth of the past two quarters is going to continue for a while. Not sure what it will take for SIMO to get a premium forward PE like other hyper growth stocks, but regardless, hyper growth is pretty fun while it lasts.

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From: Elroy9/23/2021 1:51:30 PM
1 Recommendation   of 2454
 
Japanese government minister gives mini-nod to WD-Kioxia merger

https://en.chinaflashmarket.com/news/view?id=13913

A Japanese governing party politician has said that a WD-Kioxia merger would provide desirable mass scale and should have at the very least “equal bases of operations in both countries,” meaning the USA and Japan. All the existing Kioxia-WD joint-venture foundries are in Japan. Is this a de-facto seal of approval?

WD is suggesting a merger with its NAND joint-venture partner Kioxia following that company’s withdrawal of its IPO. The IPO was dropped due to US-China trade tensions affecting future Kioxia sales to Chinese customers. Kioxia desired an IPO to help its owners, such as the Bain consortium and Toshiba, generate cash from their holdings.

WD’s proposal would involve WD paying some $20 billion for Kioxia shares. Reuters reports that Akira Amari, a former Japanese government economy minister and lawmaker in the ruling Liberal Democratic Party (LDP), heads up his party’s task force on semiconductors. In an interview he said: “We shouldn’t allow everything to be taken away to the United States. If Kioxia ties up with a foreign company, in particular an American company, then at the very least it will be necessary to have equal bases of operations in both countries.”

That suggests that WD could set up a NAND foundry in the USA if it wishes, so long as a least half of the combined company’s foundry operations remained in Japan. That should be easy enough to accommodate, as none of Kioxia and WD’s foundries are in the USA at present.

The Reuters article indicated that Toshiba is talking to private equity firms about its future — a future that has long been in peril due to disastrous nuclear power plant building activities in the USA. That led to the sell-off of its NAND business to a Bain-led consortium for $18 billion in September 2017.

Toshiba owns some 40.6 per cent of the resulting Kioxia business and getting a cash return from that would make its corporate life easier.

Amari’s reported comments could well be music in the ears of WD’s CEO and board.

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From: Elroy9/24/2021 10:31:22 AM
1 Recommendation   of 2454
 
Chipmakers gearing up for rollouts of PCIe Gen5 devices


https://www.digitimes.com/news/a20210924PD211.html

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From: Elroy9/29/2021 3:00:25 PM
   of 2454
 
Lets see what's in MU's conference call that might pertain to SIMO........

We achieved our highest ever mobile revenue driven by all-time high managed NAND revenue and MCP mix.

We're also enhancing our NVMe SSD portfolio and we'll soon introduce PCIe Gen four datacenter SSDs with Micron-designed controllers and leveraging the full benefit of vertical integration.

we qualified our 176-layer NAND-based Gen 4 NVMe client SSDs with several PC OEMs during the quarter.

our 176-layer NAND achieved its first UFS 3.1 qualifications at two OEMs. These wins demonstrate Micron's leadership in the mobile market and our continued strength in managed NAND products where MCP sales surpassed $1 billion for the third straight quarter.

Some PC customers are adjusting their memory and storage purchases due to shortages of non-memory components that are needed to complete PC bills. We expect this adjustment for our PC customers to be largely resolved in the coming months. We're also seeing constraints within our supply chain for certain IC components, which will some work limit our big shipments in the near term.

Our ending of Q4 inventory was $4.5 billion, and the average days of the quarter were 94 days, below our normal range of 95 to 105 days. FQ4 finished goods, dollar inventory ended at the lowest levels since the [Indiscernible] acquisition in 2013.

Controllers remain one of the big supply constraints.

Harlan Sur

Thank you for the insights, Daron. And you mentioned in your prepared remarks, seeing constraints within your supply chain for certain IC components, which is going to limit some of your bit shipments also here in the near term. Can you just give us some examples of some of these IC components both in DRAM and NAND? I assume, for example, you have some NAND controller constraints, but what about in DRAM?

Sanjay Mehrotra

So, the Harlan -- you are right to note that some of the controller shortages are there with respect to FSD, and particularly impacting the data center FSD. We also have certain shortages of analog, ICs. And these shortages are impacting our ability to ship to the full demand level that we are seeing from the customers.

And if you look at controllers, some of the analog ICs as well as in general, the overall supply chain is running tight. And we have done a great job by our supply chain team in addressing these needs in the past and they continue to work on securing the supply for the future. And we would expect that over time, this will get better.

My guess is controllers are in limited supply in trailing edge (legacy 26nm) line widths, and the supply outlook for leading edge (12nm) is much better. SIMO's 12nm gen4 PCIe NVME client SSD controller is supposed to ramp from Q2 2021 on, and that's probably why the tightness will be aleviated as that chip grows as a percent of total controller chips.

Of course, in 2020 and 2021, PC has gone through a double-digit unit growth on a calendar year basis. We expect that to moderate in calendar year '22 to perhaps from flat to low-single-digit year-over-year growth in terms of PC units sold, yet it will be a healthy market.

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From: Elroy10/1/2021 5:03:08 PM
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From: Elroy10/6/2021 11:30:47 AM
   of 2454
 
Here's a new enterprise MU SSD. I wonder who makes the controller? Probably gotta wait a bit for the tech paper reviews....

Micron® 7400 SSD With NVMe™ Delivers PCIe Gen4 Performance for Data Centers

finance.yahoo.com

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To: Elroy who wrote (2408)10/6/2021 11:31:54 AM
From: Elroy
   of 2454
 
TSMC to expand 7nm and 28nm fab capacities


https://www.digitimes.com/news/a20211006PD210.html?mod=2


Interesting. I think 28nm is where most of SIMO's chips are made.

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From: Elroy10/7/2021 10:24:56 AM
   of 2454
 
Silicon Motion Announces Preliminary Third Quarter 2021 Revenue and Earnings Conference Call Details

based on its preliminary third quarter financial results, sequential revenue growth is expected to slightly exceed the high-end of its original guidance of 7.5% to 12.5%, which the company issued on July 30, 2021. Gross margin (non-GAAP) is expected to slightly exceed 50.0% and is within the high-end of the company's original 48.5% to 50.5% guidance range.



I was hoping for another blow out, but I guess not.

The model says something like

Revenues = $250m
Gross Margin = $125m
Gross Profit = $125m
Op Ex = $53m
Op Profit = $72m
Tax (20%) = $14m
Net Profit = $58m
EPS (35m shares) = $1.66

All of those numbers can shift in SIMO's favor a bit, but I doubt they get EPS over $1.80.

It represents 100% sales growth over Q3 last year, but is somehow depressing as it indicates more that the hyper growth has perhaps peaked.

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