CLSA made cautious comments regarding Silicon Motion (SIMO) following SanDisk's (SNDK) Q1 warning highlighted by weaker NAND pricing trends. The firm said Silicon Motion generates approximately 50% of sales from NAND card controllers and Street estimates are down 9% vs. SanDisk's down 24%.
Asian stocks fell to one-month lows on Friday and the yen rebounded broadly as extreme volatility in the Nikkei …