SIMO is a preferred AI memory play with a good dividend yield and a 19.3x forward P/E.
Bullish
“What Makes SNDK "Easy" AI Memory Investment as Demand Remains Parabolic”
Schwab NetworkPublished Sep 24 · 2 passages
Jump to any passage
2 passages
When I spoke to Lucas and mentioned names like SIMO, Silicon Motion, and SanDisk, these were some of the names she preferred.
Everyone knows Micron and SanDisk, but there are some players like Silicon Motion, and for transparency, I own that stock. As you know, they don't make the memory chip, but they make the mind that controls it, right?
So, as you know, "Nan Flash" memory can get a bit complicated, and that's where Silicon Motion comes in. But what's interesting about this name is that it has a fairly good dividend yield.
Also, if you look at their forward price-to-earnings ratio, you will find it at 19.3 times.
What this channel has said about $SIMO
Schwab Network has only this one call on this stock.
2026-09-24BullishThis one
When I spoke to Lucas and mentioned names like SIMO, Silicon Motion, and SanDisk, these were some of the names she preferred.