Silicon Motion Q3 revenue up 131%... 40% growth forecast for 2027
Original headline실리콘모션 3분기 매출 131% 증가…2027년 40% 성장 전망
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Silicon Motion ($SIMO) reported record quarterly revenue of $560.2 million for its 2026 third quarter, up 131% year-over-year and 24% sequentially, driven by expansion beyond consumer storage into automotive, enterprise server and AI storage segments. SSD controller revenue rose 55-60% year-over-year, while sales of the Ferri automotive and industrial storage line and boot drive solutions jumped more than 2,500% from a year earlier. CEO Wallace Kou framed the shift as a move from a consumer-focused NAND flash controller supplier toward AI-oriented storage, and the company guided for 40% growth in 2027. The results matter because they signal that AI and automotive storage demand is becoming a meaningful revenue driver for controller makers rather than a niche add-on.
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Named in this story
Silicon Motion, Wallace Kou