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A Challenging Year For Silicon Motion, But Things Should Improve From Here

September 16th, 2019 · Comments Off on A Challenging Year For Silicon Motion, But Things Should Improve From Here

The company has a difficult year, mostly due to its Shannon SSDs which were caught by NAND price declines and a technology shift, leading to a sharp decline in sales. It also led to a substantial ($5M) inventory write-off and an upcoming impairment charge for intangibles. Management argues that better times are ahead, the shares […]

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Tags: SIMO

Silicon Motion Is Thrown Out With The Bathwater

October 15th, 2018 · Comments Off on Silicon Motion Is Thrown Out With The Bathwater

Afraid about memory prices and China trade trouble? Look no further if you want refuge from these twin forces blowing in the semiconductor space. This company is unperturbed by any trade spat and has a strong tailwind from falling NAND prices and increased NAND availability. Yet, the share price has gone south with the other […]

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Tags: SIMO

Headwinds Turn Into Tailwinds At Silicon Motion

May 27th, 2018 · Comments Off on Headwinds Turn Into Tailwinds At Silicon Motion

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 […]

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Tags: SIMO

Silicon Motion Technology Is A Buy

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 […]

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Tags: SIMO