Yet Another Value Podcast cover image

Mordechai Yavneh on Silicon Motion $SIMO

Yet Another Value Podcast

CHAPTER

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.

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