Silicon Motion Warns Near-Term Weakness in PC/Smartphone Memory Market; But Remain Structurally Long
3Q24 earnings beat expectations with improving gross margins despite memory market weakness. Anticipates short-term challenges in PC and...
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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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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...
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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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Silicon Motion 2Q24 Results Take-Aways: Strong Growth & NAND Flash Market Share Gains Expected
Silicon Motion sees strong demand for NAND flash controllers from PC and smartphone industries. Expects pricing to improve into 2025E and market...
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