Silicon Motion reported its first quarter of FY2024 results earlier this month, confirming what I believe is more upside for the stock in 2024. I expect this upside will be driven by Silicon Motion’s ...
Contract market prices for NAND flash memory will rise another 20% in the second quarter, according to Wallace Kou, president and CEO of memory device controller IC supplier Silicon Motion Technology.
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion an opportunity to ...
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