Silicon Motion (SIMO US): Multiple Growth Drivers Converging Into 2026E
Strong drivers into 2026E for SIMO including PCIe5 market share expansion, NAND controller outsourcing, automotive segment growth, and successful...
332 Views
Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches
Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...
505 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...
828 Views
TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices
​Silicon Motion is leading the way in leveraging QLC NAND flash memory for AI applications, with a strong position for growth in the market.
475 Views
Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
571 Views