TAIPEI, Taiwan and MILPITAS, Calif., Jan. 09, 2026 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation (NasdaqGS: SIMO) (“Silicon Motion” or the “Company”), a global leader in NAND flash controllers for solid state storage devices, plans to release its fourth quarter 2025 financial results after the market closes on February 3, 2026 and will host a conference call on February 4 at 8:00 a.m. Eastern Time. Participants must pre-register using the link below to participate in the live call. CONFERENCE CA ...

Silicon Motion (SIMO) shares rallied 12.4% in the last trading session to close at $105.21. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.8% gain over the past four weeks.Silicon Motion has expanded its SSD controller program engagements with PC OEMs and eMMC/UFS controllers for smartphones, automotive applications and IoT/smart devices. The company is adding to this momentum with the upcoming launch of i ...

来源：格隆汇APP 格隆汇1月2日｜美股市场存储芯片概念股集体大涨，其中，SanDisk Corp大涨近12%，美光科技涨超 8%，西部数据涨7%，Rambus涨超6%，希捷科技涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | | --- | --- | --- | --- | | SNDK | SanDisk Corp | 0 | 11.80% | | MU | 美光科技 | | 8.18% | | WDC | 西部数据 | | 7.04% | | RMBS | Rambus | | 6.32% | | STX | 希捷科技 | | 4.23% | | PSTG | Pure Storage | | 2.67% | | SIMO | 慧荣科技 | | 1.90% | ...

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Group 1 - The US stock market saw a significant decline in storage chip stocks, with SanDisk dropping over 11% and Western Digital falling over 6% [1] - Other companies in the sector also experienced losses, including Micron Technology and Rambus, which both fell over 5%, while Seagate Technology and Pure Storage dropped over 4% [1] - The overall trend indicates a bearish sentiment in the storage chip market, impacting multiple key players [1] Group 2 - SanDisk Corp (SNDK) reported a decline of 11.43% with a total market capitalization of $31.36 billion and a year-to-date increase of 510.38% [2] - Western Digital (WDC) experienced a 6.28% drop, with a market cap of $59.98 billion and a year-to-date increase of 290.86% [2] - Micron Technology (MU) saw a decrease of 5.24%, holding a market cap of $275.62 billion and a year-to-date increase of 191.85% [2] - Rambus (RMBS) declined by 5.00%, with a market cap of $10.84 billion and a year-to-date increase of 90.51% [2] - Seagate Technology (STX) fell by 4.33%, with a market cap of $62.89 billion and a year-to-date increase of 246.92% [2] - Pure Storage (PSTG) dropped by 4.30%, with a market cap of $23.97 billion and a year-to-date increase of 18.20% [2] - Silicon Motion (SIMO) experienced a decline of 2.54%, with a market cap of $3.09 billion and a year-to-date increase of 73.46% [2]

Core Insights - Silicon Motion has achieved a significant milestone with a revenue run rate of $1 billion, indicating strong growth across its product lines [2] Company Overview - The company has experienced impressive revenue growth this year, reflecting its successful business strategy and market positioning [2] - The discussion highlighted the business mix and application areas contributing to the $1 billion run rate, suggesting a diversified approach to revenue generation [2]

Summary of Silicon Motion Technology Corporation Conference Call Company Overview - **Company**: Silicon Motion Technology Corporation (NasdaqGS: SIMO) - **Conference Date**: December 03, 2025 - **Revenue Milestone**: Achieved a revenue run rate of $1 billion with strong growth across product lines [2][3] Key Product Lines and Market Share 1. **Client SSDs**: - Contributes 50-60% of total revenue - Holds approximately 30% global market share [3][4] 2. **Mobile Controller (EMC UFS)**: - Accounts for 30-40% of total revenue - Holds about 20-23% global market share in smartphones and IoT devices [3][4] 3. **Automotive (Ferriero)**: - Currently 5% of total revenue, expected to grow to 10% by 2026 - Strong design wins with major automotive companies like Toyota, Tesla, and BYD [4][5] 4. **Enterprise (Mount Titan)**: - Expected to contribute 5-10% of revenue by 2026-2027 - Engaged with Tier 1 customers, including Google, for design wins [5][12] Growth Drivers and Market Opportunities - **Enterprise Market**: - Unique architecture of PCIe Gen 5 Mount Titan makes it suitable for AI applications, with increasing demand for high-capacity SSDs [12][19] - Anticipated ramp-up in NAND supply by the second half of 2026 [13] - **Boot Drive Solutions**: - Engaged with NVIDIA for BlueField designs, with significant revenue potential from high-capacity drives [20][24] - Expected contribution to top-line revenue with margins aligning with corporate averages [22][35] - **Mobile Business**: - Anticipates growth driven by UFS4 and UFS5 standards, with opportunities to capture market share from competitors [38][40] Supply Chain and Market Conditions - **NAND Supply Shortage**: - Current shortage expected to persist for at least two years, impacting module makers but less so for Silicon Motion due to strong customer relationships [45][46] - Price increases for NAND observed, with significant spikes in recent months [46] - **Inventory Management**: - Building inventory in anticipation of high order flow, particularly for automotive and boot drive products [57] Financial Performance and Outlook - **Gross Margin**: - Currently around 48-50%, with expectations for improvement as enterprise business scales [58][61] - **Operating Margin**: - Targeting long-term operating margins of 25% or higher, with current margins around 19-20% [61][62] - **Capital Allocation Strategy**: - Focus on dividends, share buybacks, and potential acquisitions to enhance core capabilities [64][65] Conclusion - Silicon Motion is well-positioned for growth with a diversified product portfolio and strong market presence in SSDs, mobile controllers, and enterprise solutions. The company is navigating supply chain challenges effectively while preparing for future opportunities in high-capacity storage and AI applications.

Core Insights - The article emphasizes the importance of utilizing Zacks Premium for investors to enhance their stock market strategies and confidence in investing [1] Zacks Style Scores - Zacks Style Scores are indicators designed to help investors select stocks with the highest potential to outperform the market within a 30-day timeframe, rated from A to F based on value, growth, and momentum [2] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score identifies attractive and discounted stocks using various financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Score assesses a company's future prospects by analyzing projected and historical earnings, sales, and cash flow to identify stocks with sustainable growth [4] Momentum Score - The Momentum Score helps investors capitalize on price trends by evaluating short-term price changes and earnings estimate revisions [5] VGM Score - The VGM Score combines the three Style Scores to provide a comprehensive rating, highlighting stocks with the best value, growth potential, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize potential returns, while stocks with lower ranks should also have favorable Style Scores to mitigate risks [9][10] Company Spotlight: Silicon Motion Technology Corporation - Silicon Motion Technology Corporation, established in 1995, specializes in microcontroller ICs for NAND flash storage and offers low-power semiconductor solutions [11] - Currently rated 3 (Hold) by Zacks, Silicon Motion has a Growth Style Score of B, with a projected year-over-year earnings growth of 3.5% for the current fiscal year [12] - The company has seen positive earnings estimate revisions, with the Zacks Consensus Estimate increasing by $0.20 to $3.55 per share, and an average earnings surprise of +26% [12]

Core Insights - Silicon Motion Technology Corporation (SIMO) has shown positive performance in its Q3 2025 earnings report, with increases in revenue and margins, and a faster-than-expected ramp-up in the Gen5 product mix [1] - The demand for eMMC/UFS remains strong, indicating a solid market position for the company [1] Company Performance - Revenue and margins have increased, reflecting strong operational performance [1] - The Gen5 product mix has stepped up more rapidly than anticipated, suggesting effective product development and market strategy [1] Market Demand - There is robust demand for eMMC/UFS products, which bodes well for the company's future growth prospects [1]

Core Insights - Silicon Motion Technology Corporation (SIMO) has shown positive performance in Q3 2025, with increased revenue and margins, and a faster-than-expected ramp-up in the Gen5 product mix [1] - The demand for eMMC/UFS remains strong, indicating a solid market position for the company [1] Financial Performance - Revenue and margins have improved, reflecting the company's operational efficiency and market demand [1] - The Gen5 product mix has stepped up more rapidly than anticipated, suggesting effective product development and market strategy [1] Market Demand - There is a robust demand for eMMC/UFS products, which is a positive indicator for the company's future growth prospects [1]