In the latest trading session, Silicon Motion (SIMO) closed at $81.90, marking a -0.27% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.23%. Meanwhile, the Dow lost 0.17%, and the Nasdaq, a tech-heavy index, added 0.34%. Coming into today, shares of the chip company had gained 8.05% in the past month. In that same time, the Computer and Technology sector lost 2.01%, while the S&P 500 gained 3.96%. The upcoming earnings release of Silicon Motion will be of great ...

Silicon Motion (SIMO) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chip company have returned +8.1%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Electronics - Semiconductors industry, which Silicon Motion falls in, has gained 9.4%. The key question now is: What could be the stock's future direction? ...

Silicon Motion (SIMO) closed at $82.54 in the latest trading session, marking a -1.41% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.11%. Meanwhile, the Dow lost 0.22%, and the Nasdaq, a tech-heavy index, lost 0.23%. Shares of the chip company have appreciated by 8.87% over the course of the past month, outperforming the Computer and Technology sector's gain of 6.52% and the S&P 500's gain of 3.51%. Market participants will be closely following the financial resu ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Silicon Motion (SIMO) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Silicon Motion is a member of our Computer and Technology group, which includes 619 different companies and currently sits at #11 in the Zac ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks bey ...

文章核心观点 - 公司通过组织架构调整和管理层变革,在宏观环境挑战中保持增长 [3][4][5] - 公司专注于控制器技术,抓住NAND存储器在消费、工业、商业和企业应用中的快速增长 [5][6][7] - 公司与闪存供应商合作,开发专有控制器技术,以克服3D NAND的现有弱点,领先同行 [8][9][10] - 公司的eMMC业务正在复苏,预计eMMC 5.1控制器销售前景看好 [11] - 公司凭借不断扩大的客户群和创新产品,有望实现营收增长 [12] 根据目录分类总结 公司业务调整和管理变革 - 公司重组成两大业务部门,专注于提供最佳解决方案 [4][5] - 管理层进行了一些变革,以更好地应对市场波动 [3] 控制器技术发展 - 公司专注于控制器技术,抓住NAND存储器应用增长机遇 [5][6][7] - 公司与闪存供应商合作,开发专有控制器技术,克服3D NAND弱点 [8][9][10] 业务增长动力 - 公司的eMMC业务复苏,eMMC 5.1控制器销售前景看好 [11] - 公司凭借不断扩大的客户群和创新产品,有望实现营收增长 [12]

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...

Shares of Silicon Motion (SIMO) have gained 1.8% over the past four weeks to close the last trading session at $75.13, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $94.33 indicates a potential upside of 25.6%. The average comprises nine short-term price targets ranging from a low of $85 to a high of $110, with a standard deviation of $8.26. While the lowest estimate indicates ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Silicon Motion (SIMO) . Silicon Motion currently has an average brokerag ...

分组1 - 公司在第一季度交付了超出预期的顺序收入增长,毛利率达到了指导范围的高端,经营利润率也超出了预期 [15] - 公司的SSD控制器业务表现优于预期,主要由于两家闪存制造商客户的需求增加 [15] - 公司在本季度持续提升定价,推动毛利率和盈利能力的稳步改善 [15] - 公司的技术创新和服务对客户业务非常重要,这巩固了公司在控制器技术领域的领导地位 [15] 分组2 - 行业NAND闪存价格自去年底以来持续上涨,制造商逐步提高产能利用率,但下一代NAND闪存的大规模产能增加预计要到明年 [17] - 来自中国手机OEM以及企业和数据中心存储市场的需求保持强劲,加上PC需求稳步增长,将推动NAND闪存价格全年持续上涨 [17] - 公司在QLC NAND技术方面的经验和专长是一个关键差异化优势,已经带来了与闪存制造商和其他客户在各个产品类别的重大赢单 [19] 分组3 - 公司推出了业内首款6纳米8通道PCIe Gen 5控制器,已经与几乎所有主要模组制造商以及3家闪存制造商客户达成合作 [21] - 公司还有一个强大的PCIe Gen 4 SSD设计活动管线,与多家闪存制造商合作开发基于QLC和QLC NAND的下一代产品 [22] - 公司还与两家闪存制造商客户获得了汽车级PCIe Gen 4控制器设计,明年将与领先电动车平台量产 [22] 分组4 - 公司已经成功推出了首款UFS 4.0控制器,并计划在下半年开始与客户进行认证 [23] - 公司的UFS 3.1和2.2控制器需求强劲,包括为一家新的闪存制造商客户提供量产 [23] - 公司正在与一家领先手机OEM合作,为其主流智能手机开发基于QLC的UFS解决方案,预计将于今年晚些时候推出 [24] 分组5 - 公司的eMMC和UFS控制器在汽车市场、商业、工业和其他联网及智能设备中也获得了显著进展,这些非手机应用已经占到整个eMMC加UFS市场的40%以上 [25] - 公司正在与多家闪存制造商合作,为汽车市场开发eMMC和UFS控制器,预计未来几年内将实现大规模增长 [25] 分组6 - 公司的MonTitan PCIe Gen 5控制器平台已经获得两家Tier 1客户的设计赢单,一家在美国,一家在中国,预计将于明年开始量产 [27][28] - 公司正在与十几家其他客户进行样品测试,并预计将在今年内获得更多设计赢单 [28] - MonTitan平台的优势在于可以同时支持TLC和QLC NAND,满足企业和数据中心对高密度、高性能、低成本SSD的需求 [29][30] 问答环节重要的提问和回答 问题1 **Mehdi Hosseini 提问** 请更新一下MonTitan在企业市场的渗透进度,包括2024年下半年的评估和2025年的量产计划 [47] **Wallace Kou 回答** 公司在MonTitan方面看到了非常强劲的需求势头,在第一季度获得了两家Tier 1客户的设计赢单。这两家客户将在2024年底开始量产,2025年会更有意义的销售收入增长。公司的目标是至少赢得2家美国Tier 1和2家中国Tier 1客户,这个目标正在按计划推进 [49] 问题2 **Quinn Bolton 提问** 请尝试为我们量化一下MonTitan在2025年的机会规模,两家Tier 1客户明年开始量产时会贡献多少收入? [59] **Wallace Kou 回答** 两家Tier 1客户将在2025年底开始量产,2026年会更有意义的收入贡献。公司预计MonTitan企业控制器收入在2026年和2027年将占到总收入的5%-10% [60] 问题3 **Craig Ellis 提问** 能否分享一下最近3个月内你们在NAND OEM控制器外包方面获得的新的设计赢单,对2024年收入有什么影响?同时你们也看到了2025年的一些项目,能否分享一下这方面的情况? [71] **Wallace Kou 回答** 公司在3个方面看到了重大变化:1)NAND制造商都在专注于盈利能力,采取不同策略;2)公司看到了从去年开始的2025年OEM项目,涉及EMSC、UFS和汽车应用;3)MonTitan方面,公司获得了两个Tier 1客户的设计赢单,还有几个正在洽谈中,公司对2025年的设计管线很有信心 [72][74][75]