Silicon Motion

Headlines · 3

1. 3d
   Silicon Motion Q3 revenue reaches $560.22 million, setting a record

   Silicon Motion reported 2026 third-quarter revenue of $560.22 million, up 24% from the previous quarter and 131% year over year, marking its fourth consecutive quarterly revenue record. Sequential revenue from edge and enterprise SSD controllers rose 55% to 60%, while Ferri and enterprise boot-drive storage solutions grew 75% to 80% year over year. The company forecast fourth-quarter revenue of $588 million to $616 million and full-year growth of more than 100% over 2025. Silicon Motion said it is transitioning toward controller and storage solutions spanning AI infrastructure and edge computing, while enterprise and AI product revenue contribution remains at an early stage. The outlook figures are company estimates.

   IT之家 AI · 🔥 0
2. 3d
   Silicon Motion posts record Q3 revenue on AI-storage growth

   Silicon Motion reported third-quarter revenue of $560.22 million, up 24% from the prior quarter and 131% year over year, while gross margin reached 53.7% and operating margin rose to 32.1%. Ferri and enterprise boot-drive solutions led product-line growth, and the company attributed the results partly to Ferri automotive and edge-AI solutions, enterprise boot drives, edge SSDs and the newly ramping MonTitan controllers. Silicon Motion expects fourth-quarter revenue of $588 million to $616 million and forecasts more than 100% full-year revenue growth over 2025.

   科技新报 · 🔥 0
3. Oct 19
   Four-year-old Yuan Tai breaks into Nvidia supply chain with liquid-cooling CDUs

   A Business Weekly feature republished by TechNews reports that Yuan Tai Technology, a four-year-old startup based in Xizhi, Taiwan, specializes in coolant distribution units (CDUs) and can integrate a data center's entire cooling system, making it one of the few one-stop liquid-cooling infrastructure and system integrators in Taiwan; it has won orders from Wistron, Realtek and Faraday and entered Nvidia's supply chain. The report says first-half revenue exceeded NT$970 million, nearly triple the year-earlier figure, with after-tax profit up more than sixfold and EPS of NT$4.35, beating all of last year. Chairman Chen Mao-chin, a veteran of the cooling industry, founded Yuan Tai in 2022, first making a water cold plate for an Asus motherboard before exiting that segment over leak risk and focusing on CDUs; shareholder Wen Wei's CEO Wang Yu-wen said one semiconductor customer cut electricity costs by 20% with its solution. The report also quotes an unnamed server-ODM vice president saying competitors are catching up.

   科技新报 · 🔥 0

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