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Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
The Impact of Flash Memory on the Business
When flash prices go down, that does not hurt a silicon motion business at all. Micron is gaining share in the memory market which is gaming share. The company was hardly profitable during the bad years of 2018-2019. Their gross margins were close to 50%. Just like they always are.
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