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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
2871 82 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2871SMI CEO says no PCIe 6.0 SSDs for PC 'until 2030', Nvidia demands SSDs wElroy-6 hours ago
2870Silicon Motion MonTitan 7.68TB Enterprise SSD Review - Titanic Performance SiliElroy1June 2
2869Hmmm The device has reportedly been built from the ground up for high-capacity dKirk ©-May 31
2868Interesting. Part of SIMO's Mon Titan enterprise SSD contoller story is tElroy1May 31
2867Nvidia BlueField System Sales: Total Available Market (TAM) Overview Summary: Elroy-May 28
2866This system where "SIMO controllers are qualified" was mentioned in thElroy1May 28
2865AI inference drives storage's critical role; Silicon Motion enters Nvidia ecElroy-May 28
2864From cloud to edge computing, Silicon Motion enables high-performance and low-poElroy-May 20
2863 Silicon Motion Showcases Next Generation PCIe Gen5 SSD Controller and USB4 PorElroy1May 15
2862The SIMO CEO presented at JPMorgan conference today. He said SIMO has relationsElroy1May 14
2861Got it, thanks for the explanation. So it just means that SIMO is in a Korean NElroy-May 9
2860The on-board memory controller is UFS. But this program is for the Micro SD ExprAnonymous895-May 9
2859It's not a Micro SD card, it's a Micros SD Express card, which there areAnonymous895-May 9
2858Memory Chips Used in the Nintendo Switch 2System RAM The Nintendo Switch 2 usesElroy-May 9
2857Ok, but the whole idea that a microSD card is authorized/qualified for the SwitcElroy-May 9
2856No reason to think that one comes with each console; I guarantee you that that&#Anonymous895-May 8
2855Yup, you're correct. Interesting that the micro SD card is part of the SwitElroy-May 8
2854Here's the relevant quotes from the earnings call. First, from the preparedAnonymous895-May 8
2853Hmmm, Switch 2 has to have some internal memory to store games. I just assumed Elroy-May 8
2852You misunderstood. Read the transcript again. They're in the Micro SD ExpresAnonymous8951May 8
2851SIMO said they (and one other controller maker) are in the Switch 2, and expect Elroy-May 8
2850Quick review of the SIMO Q1. Good news is there are plenty of growth drivers whElroy2May 1
2849SIMO 2024 annual report is finally out. The only new info I see on a quick glanElroy1April 30
2848Some SIMO earnings call quick notes CEO Wallace- NAND flash makers are increasElroy4April 30
284746.3$, Sire...:)OlafB-April 30
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