- 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.
Silicon Motion Is Thrown Out With The Bathwater
October 15th, 2018 · No Comments