shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 2

Silicon Motion Is Thrown Out With The Bathwater

October 15th, 2018 · No Comments

  • 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 semiconductor names, and we think there is no reason for that.
  • In addition, operating margins have improved considerably, and gross margins will do so in the second half of the year.

Source: Silicon Motion Is Thrown Out With The Bathwater – Silicon Motion Technology Corporation (NASDAQ:SIMO) | Seeking Alpha

Tags: SIMO