A director at Silicon Motion Technology Corp sold 6,000 shares at 76.380USD and the significance rating of the trade was 80/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
TSMC: Exiting 6" manufacturing and consolidating 8" linesView: This statement from TSMC in our view both 1) highlights the difficult economics of mature manufacturing in areas where China is more effectively competing with Western supply while at the same time 2) potentially creates some opportunit
Trump, Lip-Bu Tan: Calls Lip-Bu Tan rise to success "amazing story"; soap opera continuesView: President Trump said he met with Intel CEO Lip-Bu Tan on Monday, days after seeking his resignation, praising Tan and characterizing the meeting "a very interesting one". While an amicable resolution and
Finally, we would note, conceptually, we view this decision by the US government to levy a charge for certain foreign companies to procure US technology as worrisome, given it opens the door for the US to selectively tax a variety of companies/products that enjoy technology leadership positions. Bl
Silicon Motion to Attend Upcoming Investor Conferences TAIPEI, Taiwan and MILPITAS, Calif., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid state storage devices, today announced that it will participate in the following upcoming conferences: KBCM 26th Annual Technology Leadership Forum Monday, August 11, 2025, 1:30 p.m. MT (webcast) Montage Deer Valley, Park City, UT Needham 6th Annual Virtual Semiconductor & SemiCap 1X1 Conference Wednesday, August 20, 2025 ...
While the latest update from the Trump administration now points to 50% total tariffs (up from 25% initially), we still expect negotiations between the two countries will continue to unfold over the coming days and weeks, and we would not exclude the possibility a trade deal (containing lower tarif
More specifically some of our questions are:HDD Supply Demand: When might HDD supply catch up to demand? How much might ASPs and margins benefit before that happens? What is the sustainability of favorable economics beyond normalization of supply and demand?HAMR: How are Seagate’s qualifications pr
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