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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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2073 61 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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2073Memory modules makers mulling 10-15% hike on SSD prices Siu Han, Taipei; Willis Elroy-Tuesday
2072 <i>Phison is the largest competitor for SIMO in merchant SSD controllers.Elroy-Monday
2071Looks like Q2 revenues are a bit below expectations, while Q2 gross margins a biElroy-Sunday
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
2053Ok, I don't really know much about the product line. Isn't every USB stElroy-May 28
2052I like my USB portable SSD. Able to run virtual machine images from it. USB Flasjmiller099-May 28
2051<i>hmmm, portable SSDs? I guess this is intended to help external hard diElroy-May 28
2050Phison positive about SSD demand in 3Q19 digitimes.comElroy-May 28
2049 <i>Really hard to understand how all the NAND makers Elroy-May 15
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