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. […]
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 […]
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 […]
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 […]