Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.

Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).

wallstreetcnMar 24 22:00 ET

Declining Stock and Decent Financials: Is The Market Wrong About Silicon Motion Technology Corporation (NASDAQ:SIMO)?

Yahoo FinanceMar 24 07:26 ET

Why Silicon Motion (SIMO) Dipped More Than Broader Market Today

Zacks Mar 20 17:15 ET

A conversation with Alex, the founder of GMI Cloud in Silicon Valley: Will the cost of AI computing power decrease by 10 times in the next 3 to 5 years?

Text | Sina Technology Zhou Wenmeng Issue: No.67 Guest: Alex, Founder and CEO of GMI Cloud This year, with the rapid popularity of DeepSeek causing a global sensation, the confidence of the domestic public in local AI enterprises has further strengthened, effectively alleviating the frustration caused by the hindered procurement of NVIDIA high-end AI Chips.

Sina TechnologyMar 19 06:45 ET

Express News | Trump: Xi Will Be Coming “in the Not Too (Not 'to') Distant Future”

ReutersMar 17 20:54 ET

Silicon Motion Technology To Present At Roth Conference; Webcast At 6:30 PM ET

RTTNewsMar 17 14:59 ET