Sep. 15 at 7:10 PM
$SIMO NAND makers are also leaving the boot drive business.... this is big news too. Massive opportunity for SIMO.
Tom Sepenzis head of IR
"We've seen a couple of major NAND makers exit mobile and exit PCs over the past 12 months. Micron, of course, announced it last December. We're seeing others follow suit. After Q1, SanDisk announced they're going to de-emphasize mobile. Most of these companies have started or are leaving the boot drive market as well. It's just not something that they would want to pursue because they can get higher margins from HBM and DRAM. They're going to participate either way because they're going to be selling NAND to companies like Silicon Motion, who will make those boot drives."
