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Silicon Motion Technology
Silicon Motion Technology (SIMO) investor relations material
Silicon Motion Technology 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Business overview and growth strategy
Leading supplier of NAND flash controllers for SSDs, embedded storage, and smartphones, with a 30-year history and a $1B+ annual revenue run rate.
Expanding into enterprise, automotive, industrial, and commercial markets, with a focus on AI-related opportunities.
Outsourcing trends among NAND makers are creating more opportunities to gain share as controller development becomes more complex and costly.
Focused on increasing market share across all business lines, regardless of end-market volatility.
Key product and market developments
Secured a significant win with NVIDIA's BlueField-3 DPU, providing boot drives and expanding content in BlueField-4 and switch products, with higher ASPs and densities expected.
High-end PCIe Gen 5 controller ramping strongly, with 45% QoQ revenue growth and over 15% of client SSD sales; design wins with four of six NAND makers.
Four-channel PCIe 5 controller to ramp in late 2026, targeting mainstream PC SSDs and expected to drive share from 30% to 40% over the next few years.
MonTitan enterprise SSD platform leverages QLC NAND for high-capacity, high-performance, cost-effective storage, targeting 5%-10% of revenue by late 2026/2027.
Market dynamics and share gains
NAND price increases in 2025-2026 have led module makers to build inventory, but strong OEM customer base and share gains are expected to offset demand risks.
QLC NAND adoption is accelerating in PC, enterprise, and smartphone markets, with controller technology improvements enabling broader use.
Merchant controller share in eMMC and UFS markets expected to rise from 20%-25% to over 30% as NAND makers outsource more and module makers become more relevant.
Automotive, AR/VR, and smart devices are driving eMMC and UFS demand, with automotive moving from one to up to ten storage devices per vehicle.
MonTitan: Key enablers for 5-10% revenue target
NAND maker outsourcing: What share gains expected?
PCIe 6 (4nm): Rationale for early investment?
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Next Silicon Motion Technology earnings date
Q4 20254 Feb, 2026
Silicon Motion Technology
Next Silicon Motion Technology earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
Silicon Motion Technology Corporation (SIMO) specializes in the development and supply of NAND flash controller integrated circuits (ICs) for solid-state storage devices. Recognized as a significant player in its sector, the company is notable for its comprehensive range of SSD (Solid State Drive) controllers, which are widely used in servers, PCs, and other client devices. Additionally, Silicon Motion is a leading supplier of eMMC (embedded MultiMediaCard) and UFS (Universal Flash Storage) embedded storage controllers, which find applications in smartphones, IoT devices, and various other technologies. The company is headquartered in San Jose, California, USA, and its shares are listed on the NASDAQ.
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