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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3094 86 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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3062SIMO all time. I hope this AI euphoria lasts. SIMO has meaningful AI design wiElroy-May 13
3061SIMO all time high. And they haven't even begun volume production sales of Elroy-May 11
3060The CEO of SIMO is on the front page of the Digitimes web site at the moment diElroy-May 10
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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