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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3062 84 1 SIMO
Emcee:  Elroy Type:  Moderated
Silicon Motion Inc. was acquired by Feiya Technology in September 2002 and was renamed as Silicon Motion Inc. Silicon Motion Inc. develops and manufactures embedded graphics, digital signal processing, and multimedia companion chips. The company's graphics, video, and audio applications are designed for use in handheld devices, wireless broadband terminals, LCD presentation devices, and consumer devices. In addition the company also offers flash memory and flash media reader controllers with QuickWrite™ technology. Silicon Motion was founded in 1995 and is based in Hsinchu, Taiwan and has offices in San Jose, California.
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3062SIMO all time. I hope this AI euphoria lasts. SIMO has meaningful AI design wiElroy-last Wednesday
3061SIMO all time high. And they haven't even begun volume production sales of Elroy-last Monday
3060The CEO of SIMO is on the front page of the Digitimes web site at the moment diElroy-last Sunday
3059These guys were in a SIMO press release last August as a partner / user of SIMO&Elroy-May 9
3058SIMO all time high....Elroy-May 8
3057Some comments from MCHP in their earnings call that may affect SIMO's busineElroy-May 8
3056<i> it does bring down the gross margin to be lower than the corporate Elroy1May 6
3055I reached out to IR and they confirmed that I was mistaken. The NAND memory is iAnonymous895-May 6
3054Glad to hear any bear stories! Lets discuss them one at a time..... <i> Elroy2May 5
3053That's a good write-up of the bull case. I even bought some today. What do yArea51-May 4
3052You may be right, but to date there has been zero discussion of NAND memory beinElroy-May 4
3051Eh, maybe, but you should assume that the NAND memory itself is super-low marginAnonymous895-May 3
3050Yes, I was aware of the Bluefield 3 situation. However, a boot drive controllerElroy-May 3
3049To clarify matters on the Bluefield 3 platform, they are indeed one of three makAnonymous895-May 3
3048CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remElroy-May 3
3047A few thoughts on SIMO after digesting their earnings release and conference calElroy1May 2
3046SIMO all time high share price today.....Elroy2May 1
3045Some interesting bits from SIMO's recent conference call.... We have spent Elroy-April 30
3044SIMO's 2025 annual report is out. MXL stuff (nothing new, but confirmation Elroy-April 30
3043Stuff from QCOM's call that may affect SIMO We now estimate that QCT handseElroy-April 30
3042They have said on previous calls that they have two tier 1 customers and four otElroy-April 30
3041Yes, we do. They have mentioned on numerous previous calls that they have two tiAnonymous895-April 29
3040We don't know that the two customers purchasing this quarter are "tier Elroy-April 29
3039Those 5 MonTitan customers that they mentioned are in addition to the 2 launch cAnonymous895-April 29
3038from the release - MonTitan will enter volume commercial production in the curreElroy-April 29
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