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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
2078 61 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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2078Some bits from Ali Babba's conference call..... ---- Our cloud computing bElroy-last Friday
2077In the Oppenheimer presentation (aug6) the CFO said that they have a decent chanElroy-August 11
2076Hmmm, after hearing the conference call the outlook is better than I expected. EElroy1August 1
2075SIMO reported last night, and gave tepid guidance, lowering full year 2019 salesElroy-July 31
2074Tidbits from INTC's Q2 conference call Our Q2 operating margin was 31%, dowElroy-July 25
2073Memory modules makers mulling 10-15% hike on SSD prices Siu Han, Taipei; Willis Elroy-July 16
2072 <i>Phison is the largest competitor for SIMO in merchant SSD controllers.Elroy-July 15
2071Looks like Q2 revenues are a bit below expectations, while Q2 gross margins a biElroy-July 14
2070Silicon Motion Announces Preliminary Second Quarter 2019 Revenue and Earnings Cofranklin1-July 8
2069SIMO will probably release preliminary Q2 revenue and gross margins Monday morniElroy-July 8
2068<i>Lets hope open channel becomes a significant portion of Ali Babba cloudElroy-July 4
2067 SK Hynix kicks off 128-layer 4D NAND manufacturing Jessie Shen, DIGITIMES, TaipElroy-June 26
2066 Micron to cut further NAND flash output Jessie Shen, DIGITIMES, Taipei WednesdElroy-June 26
2065some tidbits from the MU Q&A. one of the big drivers of our increased invenElroy-June 26
2064Some tidbits from MU's conference call investors.micron.com Over the last Elroy-June 25
2063Uncertainties in the Market Rise while a Bounce in NAND Flash Prices Remains UnlElroy-June 25
2062Uncertainties in the Market Rise while a Bounce in NAND Flash Prices Remains UnlElroy-June 20
2061This is behind a paywall, but sounds pretty good. Notebook supply chain sees siElroy-June 17
2060SSD penetration rate expected to reach over 60% in 2019 digitimes.com The globElroy-June 12
2059 Chipmakers accelerate transition to 120/128-layer 3D NAND process Siu Han, TaipElroy-June 4
2058Tidbits from the Cowen conference: Color for individual segments for SIMO SSD Elroy-June 2
2057SIMO is working even on Saturday! TAIPEI, Taiwan and MILPITAS, Calif., May 31, Elroy-May 31
2056There is an investor presentation on SIMO's web site. The CFO spoke at a CoElroy-May 31
2055They are paying 6x revenue for this business?! Geez...Sam-May 29
2054Damn! 5.9x sales! SANTA CLARA, Calif., May 29, 2019 /PRNewswire/ -- Marvell ( Elroy-May 29
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