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.
299 Views
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...
286 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...
363 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...
344 Views
Silicon Motion Memory Readthrough: NAND Flash to Remain In Shortage; Up-Cycle to Persist
Silicon Motion beats expectations and predicts strong growth for NAND flash in 2024E and 2025E plus new enterprise data center products....
434 Views