Silicon Motion: Gen5, Mobile, And Early Enterprise Traction Strengthen The Buy Case (SIMO)

I like the setup that Silicon Motion Technology Corporation ( SIMO ) has, especially after the Q3 25 earnings report came in. Revenue and margins are up, the Gen5 mix stepped up faster than I expected, and the demand for eMMC/UFS is still very solid. AddedI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to mak ...