Semiconductor News & Analysis Feed

Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.

Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.

Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.

Qualcomm vs. Silicon Motion: Which Semiconductor Stock Wins Now? Supriyo Bose Mon, June 8, 2026 at 8:14 AM PDT 6 min read QCOM +0.85% SIMO +1.74% Explore stocks on Coinbase Trading disclosure Qualcomm Incorporated QCOM and Silicon Motion Technology Corporation SIMO are leading semiconductor firms with exposure to key growth markets such as smartphones, automotive electronics, AI-enabled devices a

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Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.

Silicon Motion announces its SM2524XT mainstream SSD controller that promises 14 GB/s read speed, up to 2.5 million random IOPS, and sustained random performance.