Silicon MotionSIMO
About: Silicon Motion Technology Corp is active in the semiconductor industry and focuses on designing, developing, and marketing of controllers for managing NAND flash used in embedded storage applications, such as eMMC embedded memory. Its only operating segment is to develop NAND flash controllers and SSDs solutions. The company derives revenue from product categories such as Mobile Storage, Mobile Communications, and others. Silicon's geographical segments are Taiwan, the United States, Korea, China, Singapore, Malaysia, and others. The company products are used in Personal Computing, Smartphone/Tablet/CE, Flash Card/USB Flash Drive, Industrial and Embedded, Automotive, and Enterprise and Data centers.
Employees: 1,546
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
196% more call options, than puts
Call options by funds: $44.6M | Put options by funds: $15.1M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 7 (+2) [Q4]
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
1% more funds holding
Funds holding: 198 [Q3] → 199 (+1) [Q4]
0.01% more ownership
Funds ownership: 20.11% [Q3] → 20.12% (+0.01%) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 74
9% less capital invested
Capital invested by funds: $1.61B [Q3] → $1.47B (-$141M) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Needham Quinn Bolton 14% 1-year accuracy 20 / 145 met price target | 80%upside $70 | Buy Reiterated | 7 Feb 2025 |
Financial journalist opinion
Based on 8 articles about SIMO published over the past 30 days
