Silicon Motion 3Q25 Earnings Highlights NASDAQ: SIMO October 31, 2025 Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding trends in the consumer electronics and semiconductor industries, any future growth projections or expectations in such markets and our fu ...

Core Insights - Silicon Motion Technology Corporation (SIMO) is set to showcase its next generation product suite, including two new SSD controllers, SM2504XT and SM2324, at Computex 2025, highlighting its leadership in high-performance SSD solutions for various applications [1][6] Group 1: Product Innovations - The SM2504XT is a PCIe Gen5 DRAM-less controller built on a 6nm process, achieving sequential read speeds of up to 11.5 GB/s and write speeds of 11.0 GB/s, with random read IOPS of 1.7 million and write IOPS of 2.0 million, while maintaining power consumption under 5W [2][3] - The SM2504XT offers an 11% improvement in performance per watt over its predecessor, setting a new efficiency benchmark for PCIe Gen5 SSDs [2] - The SM2324 is the world's first true single-chip portable SSD controller with native USB4 support, capable of read and write speeds of up to 4,000MB/s and supporting storage capacities of up to 32 TB [4] Group 2: Market Applications - Silicon Motion's controller technologies target a wide range of markets, including automotive systems, AI-powered smartphones, datacenter/enterprise SSDs, and high-performance display interfaces, supporting AI-driven applications [5] - The innovations are expected to generate incremental demand for Silicon Motion's solutions, leading to higher revenues and improved financial performance [7] Group 3: Stock Performance - Shares of Silicon Motion have declined by 21% over the past year, compared to the industry's decline of 3.7% [8]

Core Insights - Silicon Motion Technology Corporation announced the launch of two new SSD controllers at COMPUTEX 2025, emphasizing its leadership in energy-efficient and high-performance SSD solutions for various applications [1][5]. Product Highlights - The SM2504XT is an ultra-low power PCIe Gen5 DRAM-less controller that delivers up to 11.5 GB/s sequential read and 11.0 GB/s write speeds, achieving an 11% improvement in performance per watt compared to the previous generation [2][3]. - The SM2324 is the first single-chip portable SSD controller with native USB4 support and built-in Power Delivery, offering sequential read/write speeds of up to 4,000MB/s and supporting storage capacities of up to 32TB [4]. Market Positioning - Silicon Motion's products are designed for AI PCs, gaming systems, and portable devices, targeting the growing demand for cost-effective and energy-efficient SSD solutions [3][5]. - The company also plans to showcase a wide range of controller solutions for markets including automotive, AI smartphones, datacenter/enterprise SSDs, and high-performance display interfaces at COMPUTEX 2025 [5]. Company Overview - Silicon Motion is recognized as the global leader in supplying NAND flash controllers for solid-state storage devices, serving a diverse customer base that includes major NAND flash vendors and leading OEMs [6].