The NAND flash shortages and price increases are gone and could develop into accelerated price declines. That is, headwinds are turning into tailwinds, and the company is well positioned to profit from several trends in flash memory. The stock isn’t expensive and pays a pretty good dividend to boot. Source: Headwinds Turn Into Tailwinds At […]
Entries Tagged as 'SIMO'
May 27th, 2018 · Comments Off on Headwinds Turn Into Tailwinds At Silicon Motion
August 5th, 2017 · Comments Off on Silicon Motion Technology Is A Buy
The company has been battered by a shortage of NAND flash and price increases that compress its margins, but these are temporary headwinds. Unless the company has the timing of the Q4 recovery terribly wrong this is almost a no-brainer. The company is well positioned and when the supply issues are resolved, it can ride […]