A Memory Super-Cycle Is Highlighting Silicon Motion's Opportunity
Source: SeekingAlpha
2026-02-05 14:28:38 ET
I like picks-and-shovels plays on larger secular themes, and Silicon Motion Technology Corporation ( SIMO ) and its memory controllers look like a good picks-and-shovels type of play on a memory super-cycle driven by not only well-publicized data center/AI demand for memory but also the expansion of more advanced memory into personal devices and industrial products like cars....
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A Memory Super-Cycle Is Highlighting Silicon Motion's Opportunity
Silicon Motion Technology Corporation
NASDAQ: SIMO
SIMO Trading
-2.92% G/L:
$127.84 Last:
289,836 Volume:
$127.56 Open:
SIMO Latest News
February 03, 2026 06:00:00 pm
Silicon Motion Announces Results for the Fourth Quarter and Year Ended December 31, 2025
SIMO Stock Data
$4,455,938,810
33,643,833
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74
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Semiconductors and Equipment
Technology
HK
Hong Kong
