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Silicon Motion is no longer mainly a consumer NAND-controller merchant waiting on the next handset cycle. The June quarter showed a finished-drive franchise taking a large share of sales, with Ferri automotive parts and…
The first SIM Acquisition vehicle is no longer a full-size blank-check search. After the May extension vote, almost the entire public book cashed out of the trust, leaving a residual shell, a sponsor that now dominates…
Silicom is converting years of customer design awards into an accelerating hardware ramp, and that conversion is now visible enough that management has pulled the return to quarterly profitability into the second half.…
