Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
00:00
The Risk of Taking 20% of the Business in House
The customer who decided to in house. You're more familiar with them when I do these podcasts I generally look at the most recent 12 months and stuff. Could you just talk more about that because it does strike me like we've pitched this hey, they're taking chair they all these competitive, but you have one customer who decides for at the time it sounds like they were 20% of the business. The S K high next is not so large in the US business and a major part of that because micron with Silicon motion's controller.
Transcript
Play full episode
