2Settimana·

October 2026 | Semiconductor Sector

"No fears ~No hide" still get point from oil high level in market position this time after closing bell market index around 7722. What happen next month performance.

• Uptrend or downtrend with curve lines in chart then we have story in 2026 not worst or crash market when everybody look in from early 2026 get market performance

• Still hot topic and lines up with semiconductor sector after $SOXX (+4,91%)
have downward trend to 490 now back climb to around 510.

• Get be better performance and run to fast with average monthly returns. Now $SOXL get return YTD 25.51 % posibble still in good on track with stock market have cycle time frame after sell off last weeks.✅️

• $INTC (+7,44%) , $AVGO (+5,75%) , $AMD (+5,09%) ,$NVDA (+2,5%) , $MRVL (+7,79%) ,$ADI (+2,36%) , $NBIS (+12,93%) ,$CRDO , $COHR (+9,29%) , $SIMO (+6,25%)

■ $MU (+10,68%) , $SNDK (+14,33%) , $STX (+9,99%) , $WDC (+7,92%) , $ALAB (+5,01%) , $ANET (+5,91%) ,$LITE (+9,94%)

✅️ Check point this month and starting with new frame on market for 2029. Its enough when we start get time frame from 2024 to 2026. 💫👍

1

Power_Movement

@Steve_Power

1Mes·

Supercycle on limited | Semiconductor 2026

$SOXX (+4,91%) semiconductor mix uptrend in midterm this season and market trend still get more point to high position from 52 weeks low on 254 and high on 655.

Stock market on high demand and performance :

• $SNDK (+14,33%) , $SKHY (+9,01%) , $AVGO (+5,75%) , $STX (+9,99%) , $WDC (+7,92%) (tier 1)

• $INTC (+7,44%) , $AMD (+5,09%) , $NVDA (+2,5%) , $TSM (+4,01%) , $CBRS (tier 2)

ETF and Option on High trends and Fast speed :

• $MU (+10,68%) , $LITE (+9,94%) , $ASML (+2,01%) , $MRVL (+7,79%) , $NBIS (+12,93%) , $SIMO (+6,25%)

Semiconductor Chip Ecosystem Market still on top list get performance every years and continues keep on high demand for supercycle in Ai supercomputer. Its on thats semiconductor in CAGR get 8.8% to 2030 still possible makes uptrend every years, however in wave cycle on traditional event from average monthly return, semiconductor get works to drive with cycle time frame.

3

Tenbagger-Capital

@Tenbagger-Capital

5Mes·

The global hunger for artificial intelligence is driving Silicon Motion shares to a new all-time high!

$SIMO (+6,25%)

Hello my dears,

Aktienmagazin is now also reporting on Silicon Motion.

When we as investors think of the current AI boom, names like NVIDIA or AMD immediately spring to mind. But a closer look at the supply chains often reveals more lucrative opportunities. One such prime example is Silicon Motion Technology Corporation (SIMO). Following the latest quarterly figures at the end of April, which exceeded expectations with strong growth and enormous profitability, the company is increasingly attracting the attention of institutional investors.

At the most recent JPMorgan Global Technology Conference on May 19, 2026, CEO Wallace Kou and CFO Jason Tsai provided impressive insights. The key message: the global hunger for artificial intelligence is driving up demand to such an extent that memory chips (NAND and DRAM) are expected to remain in short supply until 2027. While such a shortage used to pose a risk for Silicon Motion, the company is now benefiting from it. SIMO is the only player to maintain active projects with all seven major NAND manufacturers simultaneously, thus securing valuable capacity and market share.

SIMO is now playing to its strengths in the promising enterprise segment in particular. The company's "boot drive" solutions are now essential for the global AI infrastructure and are used in NVIDIA's BlueField chips, the new Vera Rubin platform and by the world's leading search engine operators, among others. Business is also scaling rapidly in the automotive industry.

Even a predicted decline in the market for smartphones and PCs does not worry the management. Thanks to strong market share gains, as major chip manufacturers increasingly outsource their controller business to SIMO, and the flourishing business with AI-supported IoT devices, Silicon Motion is simply growing against the trend. With a very strong gross margin target of 48-50% and excellent operating leverage, Silicon Motion offers a rare combination of rapid growth, strong pricing power and high profitability. The stock broke out to a new all-time high on May 26 and could now continue to run in a timely manner. (SIMO)

Der weltweite Hunger nach Künstlicher Intelligenz treibt die Aktie von Silicon Motion auf ein neues Allzeithoch!

aktienmagazin.deDer weltweite Hunger nach Künstlicher Intelligenz treibt die Aktie von Silicon Motion auf ein neues Allzeithoch!

Tenbagger-Capital

@Tenbagger-Capital

7Mes·

The share on Sunday, Business with SSD memory controllers is booming

Hello my dears,

Sunday is often the day for horse racing. That's why there's a racehorse for you today and, as promised, for dear @Get_Rich_or_Die_Tryin .

That's why I've looked at points that are important to him:

The EBIT margin rises to almost 20%
Net sales increase in the double-digit range
Profit growth is higher than sales growth
Debt free
Free cash flow growth in the triple-digit range
Dividend yield of almost 2% (which is rather a rarity in the semiconductor sector) @Dividendenopi
@SAUgut777
@Max095

Customers such as Samsung, Micron and SK Hynix are currently unable to keep up with the high demand for memory chips. This is driving up margins.

Micron's figures are due on Wednesday, which could give the sector a further boost.

My dears,

your opinions in the comments.

$SIMO (+6,25%)

SILICON MOTION TECHNOLOGY CORPORATION is a provider of negative-AND (NAND) flash controllers for solid state drives (SSDs) and other solid-state storage devices. The Company is principally engaged in the design, development and sale of low-power semiconductor solutions for original equipment manufacturers (OEMs) and other customers in the mobile storage market. The company is mainly engaged in the development of NAND flash controller integrated circuits (ICs) for semiconductor storage devices and specialty radio frequency (RF) ICs for mobile devices. In the mobile memory market, the company's products are controllers used in SSDs, embedded multimedia cards (eMMCs) and other embedded memory products, as well as flash memory cards, Universal Serial Bus (USB) flash drives and other expandable memory products. The company's products are used in smartphones, tablets, personal computers (PCs) and other devices. In addition, the segment offers Others segment offers solutions such as embedded graphics processors. These processors are used in various fields of application, such as servers, workstations and commercial and industrial products.

Number of employees: 1,819

Silicon Motion Technology: Business with SSD memory controllers is booming - sales to leading GPU manufacturers started!

04,02,2026

As a leading supplier of NAND flash controllers for solid-state storage devices (SSDs), Silicon Motion Technology (SIMO) is benefiting from the current high demand for memory. As the "brains" of SSDs, the technologies are crucial for data communication between the memory and the computer. They play an important role in the generated storage bandwidth, energy efficiency and even the service life of the storage products. Customers include leading NAND flash manufacturers such as Micron, SK Hynix, Samsung and Kioxia.

With a high order backlog and an expected acceleration in growth, CEO Wallace Kou now confidently emphasizes: "Looking ahead to 2026, our momentum in growing our market share, expanding our customer and product portfolio and opening up new markets is stronger than ever before." The business with client SSDs for PCs, laptops and notebooks achieved strong sequential growth of over 25%. The eMMC/UFS business for smartphones, tablets and embedded devices also grew by up to 5% quarter-on-quarter with further market share gains and new customer wins.

New growth potential is also provided by the enterprise business with data centers, where the first sales of fully assembled boot drive storage products for the server startup process were sold to a leading GPU manufacturer. The 4th quarter saw impressive year-on-year growth of almost 46%. The sales forecast signals an acceleration in growth to between 76 % and 84 %. The trend could continue with a breakout to an all-time high.

March 12, 2026 at 9:00 a.m. EDT

Silicon Motion launches the SM8008, the industry's first purpose-built PCIe Gen5 controller for enterprise boot drives and ultra-power-efficient storage

Silicon Motion bringt SM8008 auf den Markt, den ersten speziell entwickelten PCIe-Gen5-Controller der Branche für Enterprise-Bootlaufwerke und Ultra-Low-Power-Speicher – Silicon Motion Technology Corporation

February 4, 2026 at 7:00 a.m. CST

Silicon Motion Announces Results for the Fourth Quarter and Year Ended December 31, 2025

Business Highlights

Fourth quarter 2025 sales increased 15% quarter-over-quarter and increased 46% year-over-year
SSD controller sales: Q4 2025 increased 25% to 30% quarter-over-quarter and 35% to 40% year-over-year
eMMC+UFS controller sales: In Q4 2025, the number of controllers increased by 0% to 5% quarter-on-quarter and by 50% to 55% year-on-year
SSD solution sales: In Q4 2025, the quarterly semester increased by 125% to 130% and year-on-year by 110% to 115% year-on-year
Announced annual cash dividend of $2.00 per American Depositary Share ("ADS")

Silicon Motion gibt Ergebnisse für das vierte Quartal und das am 31. Dezember 2025 endende Jahr bekannt – Silicon Motion Technology Corporation

January 28, 2026 at 12:16 p.m. EST

Silicon Motion recognized as a 2026 Clarivate Top 100 Global Innovator

Silicon Motion wurde 2026 als eines der Clarivate Top 100 Global Innovator ausgezeichnet – Silicon Motion Technology Corporation

November 14, 2025 at 9:00 am EST

Silicon Motion announces SM8388, the industry's leading power-efficient PCIe Gen5 8-channel enterprise SSD controller that delivers 14.4 GB/s performance at less than 5W power for near SSDs

Silicon Motion kündigt SM8388 an, den führenden energieeffizienten PCIe Gen5 8-Channel-Enterprise-SSD-Controller der Branche, der 14,4 GB/s Leistung bei weniger als 5 W Leistung für nahegelegene SSDs liefert – Silicon Motion Technology Corporation

August 5, 2025 at 9:00 a.m. EDT

Silicon Motion showcases MonTitan™ SM8366 in core-to-edge AI server applications at FMS 2025

Silicon Motion präsentiert MonTitan™ SM8366 in Core-to-Edge-KI-Serveranwendungen auf der FMS 2025 - Silicon Motion Technology Corporation

Silicon Motion 4Q25 Earnings Highlights NASDAQ: SIMO February 4, 2026

Silicon Motion 4Q25 Earnings Presentation

COMPANY PROFILE

Geographical breakdown of sales:

(year 2024) USD

China 332 million

Other 180 million

Singapore 145 million

Korea 73.06 million

Taiwan 58.11 million

USA 13.02 million

Malaysia 3.59 million

USD in millions

Estimates

Year Net sales Change

2024 803,6 25,72 %

2025 885,6 10,21 %

2026 1,268 43,12 %

2027 1,394 9,98 %

2028 1.690,11

Year EBIT Change

2024 123,1 61,53 %

2025 132,3 7,47 %

2026 221,4 67,37 %

2027 266,7 20,45 %

Year Net result Change

2024 90,72 71,58 %

2025 122,6 35,18 %

2026 168,1 37,08 %

2027 213,7 27,13 %

Year Net debt CAPEX

2024 -276 44,19

2025 -214 67,13

2026 -230 45,25

2027 -42 50,35

Year Free cash flow Change

2024 33,01 -66,5 %

2025 18,6 -43,65 %

2026 169,1 809,01 %

2027 192,7 13,97 %

Year EBIT margin ROE

2024 15,32 % 15,38 %

2025 14,94 % 14,08 %

2026 17,47 % 22,07 %

2027 19,13 % 24,01 %

Year EPS Change

2024 2,69 70,25 %

2025 3,64 35,32 %

2026 4,937 55,89 %

2027 6,261 26,81 %

2028 10,35

Year Dividend Yield

2024 2 3,7 %

2025 1,686 1,37 %

2026 1,991 1,62 %

2027 2,356 1,91 %

Year P/E ratio PEG

2024 20.1x 2.37x 0.3x

2025 25.5x 4.83x 0.7x

2026 25x 4.31x 0.4x

2027 19.7x 3.73x 0.7x

Market value 4.189

Number of shares (in thousands) 33.984

Date of publication 02,03,2026

Performance

1 week +4.15 %

1 month -9.55 %

6 months +38.92 %

1 year +139.57 %

3 years +101.52 %

@Klein-Anleger
@Multibagger
@Hotte1909
@NichtRelevant
@schlimmschlimm
@Liebesspieler
@Raketentoni etc.

$SIMO (+6,25%)

+ 3

19

Tenbagger-Capital

@Tenbagger-Capital

7Mes·

The share on Sunday, Business with SSD memory controllers is booming

Hello my dears,

Sunday is often the day for horse racing. That's why there's a racehorse for you today and, as promised, for dear @Get_Rich_or_Die_Tryin .

That's why I've looked at points that are important to him:

The EBIT margin rises to almost 20%
Net sales increase in the double-digit range
Profit growth is higher than sales growth
Debt free
Free cash flow growth in the triple-digit range
Dividend yield of almost 2% (which is rather a rarity in the semiconductor sector) @Dividendenopi
@SAUgut777
@Max095

Customers such as Samsung, Micron and SK Hynix are currently unable to keep up with the high demand for memory chips. This is driving up margins.

Micron's figures are due on Wednesday, which could give the sector a further boost.

My dears,

your opinions in the comments.

$SIMO (+6,25%)

SILICON MOTION TECHNOLOGY CORPORATION is a provider of negative-AND (NAND) flash controllers for solid state drives (SSDs) and other solid-state storage devices. The Company is principally engaged in the design, development and sale of low-power semiconductor solutions for original equipment manufacturers (OEMs) and other customers in the mobile storage market. The company is mainly engaged in the development of NAND flash controller integrated circuits (ICs) for semiconductor storage devices and specialty radio frequency (RF) ICs for mobile devices. In the mobile memory market, the company's products are controllers used in SSDs, embedded multimedia cards (eMMCs) and other embedded memory products, as well as flash memory cards, Universal Serial Bus (USB) flash drives and other expandable memory products. The company's products are used in smartphones, tablets, personal computers (PCs) and other devices. In addition, the segment offers Others segment offers solutions such as embedded graphics processors. These processors are used in various fields of application, such as servers, workstations and commercial and industrial products.

Number of employees: 1,819

Silicon Motion Technology: Business with SSD memory controllers is booming - sales to leading GPU manufacturers started!

04,02,2026

As a leading supplier of NAND flash controllers for solid-state storage devices (SSDs), Silicon Motion Technology (SIMO) is benefiting from the current high demand for memory. As the "brains" of SSDs, the technologies are crucial for data communication between the memory and the computer. They play an important role in the generated storage bandwidth, energy efficiency and even the service life of the storage products. Customers include leading NAND flash manufacturers such as Micron, SK Hynix, Samsung and Kioxia.

With a high order backlog and an expected acceleration in growth, CEO Wallace Kou now confidently emphasizes: "Looking ahead to 2026, our momentum in growing our market share, expanding our customer and product portfolio and opening up new markets is stronger than ever before." The business with client SSDs for PCs, laptops and notebooks achieved strong sequential growth of over 25%. The eMMC/UFS business for smartphones, tablets and embedded devices also grew by up to 5% quarter-on-quarter with further market share gains and new customer wins.

New growth potential is also provided by the enterprise business with data centers, where the first sales of fully assembled boot drive storage products for the server startup process were sold to a leading GPU manufacturer. The 4th quarter saw impressive year-on-year growth of almost 46%. The sales forecast signals an acceleration in growth to between 76 % and 84 %. The trend could continue with a breakout to an all-time high.

March 12, 2026 at 9:00 a.m. EDT

Silicon Motion launches the SM8008, the industry's first purpose-built PCIe Gen5 controller for enterprise boot drives and ultra-power-efficient storage

Silicon Motion bringt SM8008 auf den Markt, den ersten speziell entwickelten PCIe-Gen5-Controller der Branche für Enterprise-Bootlaufwerke und Ultra-Low-Power-Speicher – Silicon Motion Technology Corporation

February 4, 2026 at 7:00 a.m. CST

Silicon Motion Announces Results for the Fourth Quarter and Year Ended December 31, 2025

Business Highlights

Fourth quarter 2025 sales increased 15% quarter-over-quarter and increased 46% year-over-year
SSD controller sales: Q4 2025 increased 25% to 30% quarter-over-quarter and 35% to 40% year-over-year
eMMC+UFS controller sales: In Q4 2025, the number of controllers increased by 0% to 5% quarter-on-quarter and by 50% to 55% year-on-year
SSD solution sales: In Q4 2025, the quarterly semester increased by 125% to 130% and year-on-year by 110% to 115% year-on-year
Announced annual cash dividend of $2.00 per American Depositary Share ("ADS")

Silicon Motion gibt Ergebnisse für das vierte Quartal und das am 31. Dezember 2025 endende Jahr bekannt – Silicon Motion Technology Corporation

January 28, 2026 at 12:16 p.m. EST

Silicon Motion recognized as a 2026 Clarivate Top 100 Global Innovator

Silicon Motion wurde 2026 als eines der Clarivate Top 100 Global Innovator ausgezeichnet – Silicon Motion Technology Corporation

November 14, 2025 at 9:00 am EST

Silicon Motion announces SM8388, the industry's leading power-efficient PCIe Gen5 8-channel enterprise SSD controller that delivers 14.4 GB/s performance at less than 5W power for near SSDs

Silicon Motion kündigt SM8388 an, den führenden energieeffizienten PCIe Gen5 8-Channel-Enterprise-SSD-Controller der Branche, der 14,4 GB/s Leistung bei weniger als 5 W Leistung für nahegelegene SSDs liefert – Silicon Motion Technology Corporation

August 5, 2025 at 9:00 a.m. EDT

Silicon Motion showcases MonTitan™ SM8366 in core-to-edge AI server applications at FMS 2025

Silicon Motion präsentiert MonTitan™ SM8366 in Core-to-Edge-KI-Serveranwendungen auf der FMS 2025 - Silicon Motion Technology Corporation

Silicon Motion 4Q25 Earnings Highlights NASDAQ: SIMO February 4, 2026

Silicon Motion 4Q25 Earnings Presentation

COMPANY PROFILE

Geographical breakdown of sales:

(year 2024) USD

China 332 million

Other 180 million

Singapore 145 million

Korea 73.06 million

Taiwan 58.11 million

USA 13.02 million

Malaysia 3.59 million

USD in millions

Estimates

Year Net sales Change

2024 803,6 25,72 %

2025 885,6 10,21 %

2026 1,268 43,12 %

2027 1,394 9,98 %

2028 1.690,11

Year EBIT Change

2024 123,1 61,53 %

2025 132,3 7,47 %

2026 221,4 67,37 %

2027 266,7 20,45 %

Year Net result Change

2024 90,72 71,58 %

2025 122,6 35,18 %

2026 168,1 37,08 %

2027 213,7 27,13 %

Year Net debt CAPEX

2024 -276 44,19

2025 -214 67,13

2026 -230 45,25

2027 -42 50,35

Year Free cash flow Change

2024 33,01 -66,5 %

2025 18,6 -43,65 %

2026 169,1 809,01 %

2027 192,7 13,97 %

Year EBIT margin ROE

2024 15,32 % 15,38 %

2025 14,94 % 14,08 %

2026 17,47 % 22,07 %

2027 19,13 % 24,01 %

Year EPS Change

2024 2,69 70,25 %

2025 3,64 35,32 %

2026 4,937 55,89 %

2027 6,261 26,81 %

2028 10,35

Year Dividend Yield

2024 2 3,7 %

2025 1,686 1,37 %

2026 1,991 1,62 %

2027 2,356 1,91 %

Year P/E ratio PEG

2024 20.1x 2.37x 0.3x

2025 25.5x 4.83x 0.7x

2026 25x 4.31x 0.4x

2027 19.7x 3.73x 0.7x

Market value 4.189

Number of shares (in thousands) 33.984

Date of publication 02,03,2026

Performance

1 week +4.15 %

1 month -9.55 %

6 months +38.92 %

1 year +139.57 %

3 years +101.52 %

@Klein-Anleger
@Multibagger
@Hotte1909
@NichtRelevant
@schlimmschlimm
@Liebesspieler
@Raketentoni etc.

$SIMO (+6,25%)

+ 3

39

24 Commenti

Raketentoni@Raketentoni

7Mes

You've really put a fine racehorse on the track for Sunday! Silicon Motion (SIMO) is a highly exciting pick that fits right in with the current AI and data center fantasy. As you know, my AI assistant "Mr. Prompt" not only looks at the story, but also runs every horse relentlessly through our quality scanner.

Let's do the math on the numbers you provided:

🔬 The tough formula check for SIMO
1. the core quality formula (sales growth + operating margin = score)
You mentioned the huge growth for 2026. Let's take your exact estimates for this year:

Sales growth (2026e): 43.12 %

Operating margin (EBIT 2026e): 17.47 %

Result: An impressive score of 60.59!

Conclusion: Our rule of thumb says: anything over 25 is "very good". With over 60 points, SIMO has catapulted itself into the league of elite growth stocks. This is qualitative growth at its best, far removed from empty promises.

2. the cash flow quality formula (FCF yield = free cash flow / market cap)
Profits are opinion, cash flow is fact.

You write about triple-digit FCF growth. Your figures show a jump from USD 18.6m (2025) to a whopping USD 169.1m (2026e).

If we put this expected free cash flow in relation to the current market value (USD 4.189 bn), we end up with an FCF yield of approx. 4.0%.

Conclusion: For a pure value cash flow investment, we actually require > 5 %. But: Since the balance sheet is extremely strong (as you rightly say: virtually debt-free, they have negative net debt of USD -230m, so they are swimming in net cash!) and the growth is so high, this FCF yield is absolutely first-class for a tech racehorse!

3. the dividend issue
We know that you don't care about the dividend 😉 But for the rest of us: the roughly 1.6% yield is a great "treat" here. More importantly, this payout will be easily covered by the massive cash flow explosion from 2026.

⚠️ What's the catch? (The reality check)
The company supplies controllers for NAND flash (Micron, Samsung etc.). This entire memory market is notorious for its extreme pig cycles. They are currently surfing the perfect wave due to the AI and server boom. However, if the market is flooded with an oversupply of memory chips again in two or three years' time, the strong margins can melt away very quickly. Anyone entering this market must keep a close eye on the memory cycle.

My conclusion:
An extremely strong pick for the speculative, growth-oriented side of the portfolio! The fundamental quality (high-margin, net cash, growing) is 100% right here. Thank you for this Sunday presentation! I will definitely take a closer look at the Micron figures on Wednesday to see whether the tailwind for SIMO will continue.

•

5

•

Visualizza tutti 3 ulteriori risposte

Silicon Motion Technology ADR Reptg 4

Price

Discussione su SIMO

October 2026 | Semiconductor Sector

Supercycle on limited | Semiconductor 2026

The global hunger for artificial intelligence is driving Silicon Motion shares to a new all-time high!

The share on Sunday, Business with SSD memory controllers is booming

The share on Sunday, Business with SSD memory controllers is booming

Titoli di tendenza