来源：格隆汇APP 格隆汇2月7日｜美股存储概念股普涨，其中，Pure Storage涨超7%，西部数据涨4%，Rambus、希捷科 技涨超3%，慧荣科技涨超2%，闪迪、美光科技涨超1%。 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | PSTG | Pure Storage | (0) | 7.67% | 228.51亿 | 3.28% | | WDC | 西部数据 | | 4.07% | 918.01亿 | 57.18% | | RMBS | Rambus | | 3.78% | 109.6亿 | 10.80% | | STX | 希捷科技 | | 3.52% | 915.27亿 | 52.41% | | SIMO | 慧荣科技 | | 2.15% | 43.8亿 | 39.04% | | SNDK | 闪迪 | | 1.21% | 860.54亿 | 145.66% | | MU | 美光科技 | | 1.25% | 4363.24亿 | 35.83% | ...

Core Viewpoint - Silicon Motion Technology Corporation (SIMO) is positioned as a favorable investment opportunity within the memory super-cycle, driven by increasing demand from data centers and AI applications [1] Group 1: Company Overview - Silicon Motion Technology Corporation specializes in memory controllers, which are essential components in the memory market [1] Group 2: Market Trends - The current market is experiencing a super-cycle in memory demand, largely fueled by advancements in data center technologies and artificial intelligence [1]

Silicon Motion Technology Corp. (NASDAQ:SIMO) reported better-than-expected fourth-quarter sales results and issued first-quarter sales guidance above estimates, after the closing bell on Tuesday.Silicon Motion Technology reported quarterly earnings of $1.26 per share which missed the analyst consensus estimate of $1.30 per share. The company reported quarterly sales of $278.461 million which beat the analyst consensus estimate of $260.987 million.Silicon Motion Technology said it sees first-quarter sales o ...

Silicon Motion Technology Corp. (NASDAQ:SIMO) reported better-than-expected fourth-quarter sales results and issued first-quarter sales guidance above estimates, after the closing bell on Tuesday.Silicon Motion Technology reported quarterly earnings of $1.26 per share which missed the analyst consensus estimate of $1.30 per share. The company reported quarterly sales of $278.461 million which beat the analyst consensus estimate of $260.987 million.Silicon Motion Technology said it sees first-quarter sales o ...

Core Insights - Silicon Motion Technology Corporation (SIMO) is a significant player in the semiconductor industry, focusing on NAND flash controllers for solid-state storage devices [1] - Roth Capital has set a price target of $140 for SIMO, indicating a potential price increase of approximately 15.07% from its current price of $121.67 [1] Financial Performance - During the Q4 2025 earnings call, SIMO's stock price increased by 2.16%, reaching $123.02, with a trading volume of 1,360,659 shares [2][5] - The stock fluctuated between $119.50 and $133.34 during the day, with $133.34 being the highest point in the past year [2] - The company's market capitalization is approximately $4.13 billion, reflecting its substantial presence in the semiconductor industry [3][5] Market Activity - SIMO's trading volume indicates active investor interest, with a notable fluctuation in stock price over the past year, where the lowest price was $37.21 [4]

Kou said cloud service providers are attempting to lock up DRAM and NAND supply through 2026, contributing to intra-quarter price increases and prompting some analysts to take a more cautious view on 2026 unit growth in smartphones, automotive, and PCs. Despite those headwinds, Kou argued Silicon Motion’s longstanding relationships with major flash vendors and its expanding share in multiple end markets should help it secure supply and maintain growth.Management emphasized that the rapid adoption of AI is i ...

Silicon Motion Moves Higher On Rosy Outlook | Investor's Business DailyBREAKING: [Eli Lilly Surges As Obesity Drugs Fuel Strong Earnings, Guidance]---Silicon Motion (SIMO) stock surged Wednesday after the chipmaker guided much higher than views for the current quarter. Late Tuesday, Silicon Motion matched estimates for earnings on higher-than-expected revenue in the fourth quarter. Its adjusted earnings rose 38% year over year to $1.26 a share in the December quarter. Revenue increased 46% to $278.5 million ...

Silicon Motion Technology (NasdaqGS:SIMO) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsGokul Hariharan - Managing DirectorJason Tsai - CFOTom Sepenzis - Senior Director of IR and StrategyWallace Kou - President and CEOConference Call ParticipantsCraig Ellis - Senior Semiconductor and Capital Equipment AnalystMatt Bryson - Managing Director and Senior Equity Research AnalystMehdi Hosseini - Managing Director and Senior Equity Research AnalystNeil Young - Associate AnalystSuji Desil ...

Silicon Motion Technology (NasdaqGS:SIMO) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsGokul Hariharan - Managing DirectorJason Tsai - CFOTom Sepenzis - Senior Director of IR and StrategyWallace Kou - President and CEOConference Call ParticipantsCraig Ellis - Senior Semiconductor and Capital Equipment AnalystMatt Bryson - Managing Director and Senior Equity Research AnalystMehdi Hosseini - Managing Director and Senior Equity Research AnalystSuji Desilva - Managing Director and Sen ...

Silicon Motion Technology (NasdaqGS:SIMO) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Speaker1Hello, everyone. Welcome to Silicon Motion Technology Corporation's Q4 2025 earnings conference call. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question, you will need to press star one one and wait for your name to be announced. I must advise you that today's call is being recorded. This conference cal ...