Silicon Motion Technology Q4 Earnings Call Highlights

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MarketBeat

Wed, February 4, 2026 astatine 10:22 AM CST 8 min read

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Silicon Motion bushed Q4 expectations with gross of $278.5 million (up >45% YoY), non-GAAP gross borderline of 49.2%, and guided Q1 gross of $292–$306 million, portion expecting a record gross twelvemonth successful 2026.
Management highlighted merchandise ramps and stock gains — notably PCIe Gen5 lawsuit SSD controllers, increasing endeavor traction for the MonTitan household (targeting 5–10% of gross exiting 2026), and plans to portion retired a 4‑nm PCIe6 MonTitan successful 2026.
Executives warned that AI-driven request is tightening DRAM/NAND proviso and lifting constituent prices, but said long-standing relationships with large flash vendors should assistance mitigate proviso constraints and enactment continued growth.
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Silicon Motion Technology (NASDAQ:SIMO) executives struck an upbeat code connected the company’s fourth-quarter 2025 net call, citing beardown request crossed cardinal markets, caller merchandise ramps, and marketplace stock gains that they said presumption the institution for grounds yearly gross successful 2026.

CEO Wallace Kou said the institution exceeded its fourth-quarter gross outlook and landed adjacent the precocious extremity of borderline guidance, portion continuing to put successful next-generation products and expanding engineering resources. CFO Jason Tsai added that the December-quarter results surpassed the company’s $1 cardinal run-rate people acceptable astatine the commencement of 2025, driven by spot successful mobile and maturation successful PCIe Gen5 lawsuit SSD controllers.

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Silicon Motion Proves That AI successful Motion Stays successful Motion

Management emphasized that the accelerated adoption of AI is expanding request for representation and retention technologies, including DRAM, NAND flash, HBM, and hard drives. Kou said the resulting proviso constraints are driving terms unit crossed markets that trust connected NAND, including AI and endeavor retention arsenic good arsenic PCs and smartphones.

Kou said unreality work providers are attempting to fastener up DRAM and NAND proviso done 2026, contributing to intra-quarter terms increases and prompting immoderate analysts to instrumentality a much cautious presumption connected 2026 portion maturation successful smartphones, automotive, and PCs. Despite those headwinds, Kou argued Silicon Motion’s longstanding relationships with large flash vendors and its expanding stock successful aggregate extremity markets should assistance it unafraid proviso and support growth.

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