Primer: Silicon Motion Technology (SIMO US) - Aug 2026
Silicon Motion is capitalizing on the explosive growth in AI and enterprise storage, marking a strategic transformation from a consumer-focused...
103 Views
Silicon Motion: NAND Controller Leader; Positioned for a Transformative 2025E; Structural Long
​SIMO is well-positioned to capitalize on the growing demand for high-end NAND memory controllers. We believe a share buyback program could enhance...
957 Views
Taiwan Tech Weekly: Leaked Mediatek Specs Spur Talk Of "Qualcomm Killer"'; TSMC on Track in Arizona
​Leaked Mediatek chip specs hint at potential rival to Qualcomm's flagship chips; Foxconn investing in Texas & Thailand; TSMC's Arizona production...
832 Views
Memory Monitor: Micron Results Show Clear Signs of Memory Market Upswing; DRAM Growth Upgraded
​Micron's latest results show improved margins and growth forecasts, signaling positive news for Memory industry shares.
689 Views
Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
703 Views