P U N D I T R U M B L E The Tape Debates Scores

Jason Tsai

Silicon Motion (CFO)

First call on the ledger

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Where they stand

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BullSemis 2026-07-31

from an 800M+ base, after Q3 guidance beat consensus by 23 percent

“We're confident that we can grow our business in excess of 100 percent this year”

Jason Tsai · Silicon Motion (CFO) · Bloomberg ↗

1 more from Tsai

BullSemis 2026-07-31

enterprise controller ramp; 2027-28 look fantastic on all fronts

“it was zero a year ago and exiting this year we expect that to be 5 to 10 percent of our business”

Jason Tsai · Silicon Motion (CFO) · Bloomberg ↗

1 more from Tsai

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