Silicon Motion (SIMO US) Taps NVIDIA AI Pipeline, Sees PC Market Turning
SIMO exceeds 1Q25 EPS estimates by 20%, secures NVIDIA partnership for MonTitan SSD, and aims for $1bn revenue run-rate by 4Q25.
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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...
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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...
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Taiwan Tech Weekly: 2026 Chip Forecasts Remain Robust; Robots as Taiwan's Next Driver; Memory 1Q25
Global chip sales are on the rise, with a strong growth forecast through 2026 despite economic uncertainty. Edge AI and robotics are expected to...
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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.
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