Aug. 16 at 1:29 PM
$SIMO the SIMO Ferri boot drive solution for robotics is going to be bigger than the automotive market.... $$$$
CEO Wallace on 2Q earnings call:
"Our success in automotive has generated interest in our Ferri solution for additional large and growing markets, including robots, drones, advanced networking, and other applications. In the emerging robotic market, we are now actively engaged with multiple company that want to leverage our storage product. We believe there are multiple opportunities in the emerging physical AI market for storage in humanoid robotic, including vision system, LIDARs, computing storage, balance system, and many others.
In fact, it appears that from our initial conversation, the opportunity in robotics may be larger than automotive, and our Ferri solution will be ideally suited to support this future opportunity."
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