SIMO
Silicon Motion Technology Corporation85.50
-1.57-1.8%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A sizes boot drives, NAND challenges
Q&A delivered granular color on 2026 growth, pinning mobile eMMC/UFS at 35-40% of revenue—the biggest dollar driver—while enterprise controllers grow fastest percentage-wise and boot drives eye ~$50 million despite NAND pass-through hitting margins. PC shipments may dip 5-10%, yet client SSD expands via PCIe 5 share, DRAM-less ramps, and module maker fills. Boot drives span multiple GPU/CPU programs, next-gen in H2. No LTAs; NAND procurement case-by-case for auto/boot. Answers directly tackled mix, supply risks. Management stayed confident on sequential growth. Watch NAND stability for enterprise scale.
Key Stats
Market Cap
2.91BP/E (TTM)
29.90Basic EPS (TTM)
2.86Dividend Yield
0%IPO
Employees
Sector
Industry
MCHP
Microchip Technology Incorporat
65.90-1.28
MMTIF
Micromem Technologies, Inc.
0.04+0.00
MU
Micron Technology, Inc.
232.51-4.99
RMBS
Rambus, Inc.
94.69-0.76
SITM
SiTime Corporation
363.60+0.35
SMTC
Semtech Corporation
71.13-1.41
SNDK
Sandisk Corporation
209.31+7.44
STM
STMicroelectronics N.V.
25.94-0.43
TSM
Taiwan Semiconductor Manufactur
286.87-0.87
UMC
United Microelectronics Corpora
7.89+0.05