May. 27 at 2:25 PM
$SIMO 1. More NAND = More Controllers Needed
• Micron (MU) produces the actual NAND flash chips that go into SSDs.
• Silicon Motion (SIMO) designs the NAND flash controllers — the “brains” that manage how the NAND is read, written, wear-leveled, error-corrected, and optimized for performance/power.
• Every SSD (enterprise, client, etc.) needs a controller. When MU ramps NAND shipments for data center SSDs (as seen in their massive 2026 revenue beats), SSD module makers need more controllers → direct volume tailwind for SIMO