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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
2165 65 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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2165Highlights of the day: YMTC said to enter SSD brand business ChiElroy-yesterday
2164PC shipments to dip 7% to 367.8 mn units in 2020: Canalys en.chinaflashmarket.Elroy-Wednesday
2163Samsung to expand NAND flash factory site in Pyeongtaek Samsung Elroy-Monday
2162MRVL had their Q1 conference call yesterday. A few tidbits that relate to SIMO.Elroy1May 29
2161Macronix to start sampling 48-layer 3D NAND chips in 3Q20 <i&Elroy1May 28
2160Thank youBonefish-May 28
2159The short term issue for SIMO is smart phone sales and (to a lesser extent) PC sElroy-May 27
2158Just checking to see if there are potential supply constraint issues. I noticed Johnny Canuck-May 27
2157SIMO is fabless. Very few semi companies these days have their own manufacturinElroy-May 26
2156Is SIMO a Fab-less company or do they have their own Foundaries?Johnny Canuck-May 26
2155Silicon Motion expects sales growth in 2020 NAND flash device coElroy-May 26
2154Digitimes Research worldwide notebook shipment update – April 2020 digitimes.coElroy-May 26
2153<i>Interesting new market....</i> Pachinko upgrades to boost NAND fElroy-May 25
2152PC market to renew expansion in next 2-3 years, says Lenovo chair digitimes.comElroy-May 21
2151<i>Not quite a technical moat </i> Perhaps, but to my knowledge theElroy-May 19
2150Thanks. Nice summary of the competitive landscape. Not quite a technical moat buJohnny Canuck-May 19
2149My pleasure. I've been posting on this board (mostly to myself!) for about Elroy-May 19
2148Nice summary of the business! Very informative. Thanks!Paul Senior-May 19
2147well well, SIMO up about $2 yesterday, and now up $3.30 today. This puts it at Elroy1May 19
2146SIMO's short position has been immaterial since Q2 2018. Before then it hadElroy1May 19
2145<i>Is there a direct competitor the SIMO's technology?</i> SIMOElroy1May 19
2144Short interest in SIMO down 41 percent. americanbankingnews.comJohnny Canuck-May 19
2143Is there a direct competitor the SIMO's technology? It is not straight forwJohnny Canuck-May 18
2142I missed this one when it came out.... Silicon Motion Showcases Leading-Edge SSElroy-May 18
2141Top-5 notebook brands and top-3 ODMs see around 10% shipment growth in April, saElroy1May 18
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