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Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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Emcee:  Elroy Type:  Moderated
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1707Ok, here's a shot at what the non-GAAP EPS should look like for Q2 2017. ReElroy-7/11/2017
1706Citi analyst: Micron June notebook shipments up 17% seekingalpha.com This is oElroy-7/11/2017
1705I just read an article on another SI board about Arm Holdings being flush with cElroy-7/11/2017
1704<i>Not suite sure what this means....hopefully it doesn't mean that SKElroy-7/11/2017
1703No, I haven't got an idea why they slowed down this quarter. Results aren&#Elroy-7/8/2017
1702Elroy..to you have any idea as to why they are having a problem? Is it a buy or franklin1-7/8/2017
1701That's not very good. This is the first SIMO miss since Q2 2013 I think....Elroy-7/7/2017
1700Press Release Silicon Motion Announces Preliminary Second Quarter 2017 Revenue franklin1-7/7/2017
1699These are SIMO & SK's main eMMC customers...... Taiwan IC design housesElroy-7/7/2017
1698Yes, if NAND supply does not increase as expected, then SIMO's revenues willElroy-7/6/2017
1697I hope you're right, but I'm skeptical for the following reasons: The stAcesinthehole-7/6/2017
1696Supply of NAND flash for new iPhone falling short http://www.digitimes.com/newsElroy-7/6/2017
1695Hynix ramping 72-layer 3D NAND Hynix has started to ramp volume production of iElroy-7/5/2017
1694I think we get SIMO's Q2 revenue and gross margin pre-announcement this ThurElroy-7/4/2017
1693Samsung plans $18.6 billion South Korea investment to widen chip lead ca.financElroy-7/4/2017
1692Just bought some Jul $50 calls. The pre-announcement should come this Friday orElroy-7/3/2017
1691Some interesting bits from MU's conference call: -- We continue to sample Elroy-6/29/2017
1690Intel's SSD 545s has size and speed at an affordable price It's the firsElroy16/29/2017
1689China smartphone vendors ramping orders at IC firms http://www.digitimes.com/neElroy-6/28/2017
1688SIMO short interest basically unchanged at 4.1 million shares: nasdaq.comElroy-6/27/2017
1687<i>I don't follow MediaTek well enough to know what this means, but itElroy-6/16/2017
1686Samsung Ramps up 64-Layer V-NAND Memory Production to Accommodate Expanding LineElroy-6/15/2017
1685This is SIMO's major Shannon SSD customer. If Shannon gets a share of itElroy-6/12/2017
1684SIMO short interest declined by 300,000 shares to 4.06 million. That's a biElroy-6/12/2017
1683Apple doesn't use SIMO anywhere, they make all their controllers internally.Elroy16/8/2017
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