Silicon Motion (NASDAQ:SIMO) is a dirt cheap semiconductor firm that is one of the most interesting "special situation" names on the market today. This is a company whose two core high-growth businesses - eMMC flash controllers and RF transceivers - participate quite heavily in the secular growth in mobile computing. The majority of smartphones and tablets today utilize eMMC flash (and Silicon Motion supplies the controller chips to primary suppliers of these solutions), and the firm's LTE transceiver business has been driven largely by design wins at the world's leading smartphone vendor - Samsung (OTC:SSNLF). The company is currently facing near-term headwinds in its LTE transceiver business, which I believe creates a significant opportunity for investors...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|