Silicon Motion to Showcase AI Storage Innovations at COMPUTEX 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 9 hours ago
0mins
Silicon Motion Technology will showcase its latest optimized storage innovations for Edge AI, Physical AI, and AI Factory applications at COMPUTEX 2026. As AI architectures rapidly evolve from cloud training to edge inference and autonomous physical AI systems, storage is emerging as a foundational technology for AI data movement, low-latency access, model responsiveness, and sustained workload performance across the entire AI computing stack. At COMPUTEX 2026, Silicon Motion will showcase five major product lines designed to address the evolving storage demands of next-generation AI applications across edge, embedded, enterprise, and automotive platforms. Silicon Motion will demonstrate its latest Edge SSD controller solutions, including the newly announced SM2524XT PCIe Gen5 DRAMless SSD controller optimized for AI inference and KV Cache workloads, the SM2504XT DRAMless SSD controller, and the flagship SM2508 PCIe Gen5 SSD controller designed for high-performance edge storage applications. In the embedded storage segment, Silicon Motion will showcase its latest Embedded UFS and eMMC controller solutions for mobile and edge AI devices, including the new SM2755 UFS 4.1 controller and SM2738 eMMC 5.1 controller. These solutions are designed to deliver high bandwidth, low latency, and improved power efficiency for always-on AI applications and next-generation intelligent edge devices. For AI infrastructure and enterprise storage environments, Silicon Motion will demonstrate its Enterprise SSD controller portfolio, featuring the PCIe Gen6 SM8466 enterprise SSD controller, PCIe Gen5 SM8366 enterprise SSD controller, and the SM8388 controller designed for high-capacity Nearline SSD applications. These solutions are engineered to address the increasing performance, endurance, and scalability requirements of modern AI data centers and AI Factory infrastructure. Silicon Motion will also showcase its Enterprise PCIe NVMe Boot SSD Solutions and Boot Drive controllers designed for next-generation AI infrastructure platforms. Already adopted by leading AI infrastructure providers, these solutions are optimized for enterprise servers, DPUs, networking systems, and AI storage nodes, delivering reliable low-latency boot storage with enhanced durability, data integrity, and enterprise-grade security for continuous AI infrastructure operation. In addition, the company will showcase its Ferri storage solutions for automotive applications, highlighting high-reliability embedded storage technologies designed for intelligent vehicles, autonomous systems, and mission-critical edge computing environments. The Ferri product family complies with key automotive industry standards and certifications, including AEC-Q100 Grade 2/3, ISO 26262, ISO 21434, and ASPICE, delivering enhanced reliability, functional safety, cybersecurity, and long-term operational stability for next-generation automotive AI platforms.
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Analyst Views on SIMO
Wall Street analysts forecast SIMO stock price to fall
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 290.320
Low
110.00
Averages
119.29
High
130.00
Current: 290.320
Low
110.00
Averages
119.29
High
130.00
About SIMO
SILICON MOTION TECHNOLOGY CORPORATION is a provider of negative-AND (NAND) flash controllers for Solid State Drives (SSDs) and other solid state storage devices. The Company is mainly engaged in the design, development and sale of low-power semiconductor solutions for original equipment manufacturers (OEMs) and other customers in the mobile storage market. The Company is mainly engaged in the development of NAND flash controller integrated circuits (ICs) for solid-state storage devices, as well as specialty radio frequency (RF) ICs for mobile devices. In the mobile storage market, the Company's products are controllers used in SSDs, Embedded Multimedia Cards (eMMCs) and other embedded storage products, as well as flash memory cards, universal serial bus (USB) flash drives and other expandable storage products. The Company's products are used in smartphones, tablets, personal computers (PCs) and other devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Silicon Motion Achieves ISO Certification for Automotive Applications
- ISO Certification Achievement: On May 20, 2026, Silicon Motion announced it achieved ISO 26262 functional safety process certification, reflecting its investment in automotive-grade engineering excellence and ensuring safe, reliable storage technologies for next-generation vehicles.
- Price Target Increase: On May 12, 2026, B. Riley raised its price target for Silicon Motion from $250 to $312 while maintaining a Buy rating, citing accelerated AI investment and demand from hyperscalers driving higher capital expenditure estimates for 2026-2028.
- Financial Performance Exceeds Expectations: Silicon Motion reported Q1 2026 non-GAAP EPS of $1.58, up from $1.26 in the previous quarter, with revenue reaching $342.1 million, primarily driven by growth in embedded eMMC and UFS controllers, surpassing market expectations.
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- Silicon Motion Performance: Silicon Motion Technology (SIMO) has rallied over 170% year-to-date, reporting 23% sequential revenue growth and 105% year-over-year growth in Q1, with Q2 guidance suggesting up to 107% year-over-year revenue growth, reflecting strong long-term demand for AI and memory chips.
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- AI-Driven Growth: Alphabet enhances every part of its business with AI, as Google Cloud reports a 63% year-over-year growth in Q1, indicating strong enterprise demand that is expected to continue driving revenue acceleration.
- Significant Sales Growth: Silicon Motion Technology's stock has surged over 170% year-to-date, with Q1 showing a 23% sequential revenue growth and 105% year-over-year growth, indicating robust performance in the memory chip market that is likely to persist.
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- Stake Reduction Details: Pertento Partners cut its stake in Silicon Motion Technology by 738,875 shares in Q1 2026, with an estimated trade value of $89.68 million, indicating a profit-taking strategy after a remarkable 325% stock price increase.
- Position Value Changes: By quarter-end, Pertento's position in Silicon Motion was valued at $46.32 million, with total position value changing by $60.41 million, reflecting the fund's dynamic adjustments in the rapidly growing semiconductor market.
- Company Performance Highlights: Silicon Motion reported a 105% year-over-year revenue surge to $342.1 million in Q1, with net income reaching $66.8 million, and it forecasts continued revenue growth of 15% to 20% in the upcoming quarter, showcasing strong performance in the embedded storage controller market.
- Market Outlook: Despite the reduction, Pertento still holds $46.3 million in shares, indicating confidence in Silicon Motion's long-term growth potential in the AI-adjacent storage semiconductor market, especially with the MonTitan platform set to enter volume production soon.
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Silicon Motion Achieves ISO Certification for Automotive Applications
- ISO Certification Achievement: On May 20, 2026, Silicon Motion announced it achieved ISO 26262 functional safety process certification, reflecting its investment in automotive-grade engineering excellence and ensuring safe, reliable storage technologies for next-generation vehicles.
- Price Target Increase: On May 12, 2026, B. Riley raised its price target for Silicon Motion from $250 to $312 while maintaining a Buy rating, citing accelerated AI investment and demand from hyperscalers driving higher capital expenditure estimates for 2026-2028.
- Financial Performance Exceeds Expectations: Silicon Motion reported Q1 2026 non-GAAP EPS of $1.58, up from $1.26 in the previous quarter, with revenue reaching $342.1 million, primarily driven by growth in embedded eMMC and UFS controllers, surpassing market expectations.
- Early Product Production: President and CEO Wallace Kou stated that MonTitan will enter volume production this quarter, ahead of schedule, with customers expecting to ramp up production for five tier-one CSPs in the second half of the year, enhancing market competitiveness.
See More
Iren Expands Gigawatt Pipeline with Mirantis Acquisition
- Major Deal Secured: Iren has signed a five-year agreement worth $9.7 billion with Microsoft to provide 200 megawatts of capacity, which not only strengthens its position in the AI data center market but also sets the stage for higher-margin deals in the future.
- Acquisition Boosts Growth: The acquisition of software company Mirantis by Iren aims to enhance customer attraction and secure higher margins in the long run, further solidifying its competitive edge in the AI infrastructure sector.
- Revenue Forecast Raised: Iren anticipates achieving $3.7 billion in annual recurring revenue by year-end, indicating strong momentum in the market, especially as its 5-gigawatt pipeline becomes operational.
- Market Expansion Strategy: Iren's recent entry into the European market and plans to expand into the Asia-Pacific region demonstrate the implementation of its globalization strategy, aiming to leverage the growing demand for AI data centers to drive future business growth.
See More
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- Iren Contract Signing: Iren secured a five-year deal worth $9.7 billion with Microsoft for 200 megawatts of capacity, highlighting strong demand in the AI data center market and expected to significantly boost revenue and market position.
- MaxLinear Growth Momentum: MaxLinear reported a 43% year-over-year revenue increase in Q1, with its infrastructure segment growing 35%, and CEO forecasts profitability by 2026, indicating its crucial role and growth potential in AI infrastructure.
- Innodata Customer Diversification: Innodata announced a new contract with a major tech company expected to generate $51 million in revenue this year, contributing to a 54% year-over-year increase in Q1 revenue, showcasing success in diversifying its customer base.
- Market Expansion Strategy: Iren recently entered European markets and plans to expand into the Asia-Pacific region, while MaxLinear and Innodata are also enhancing their market shares, indicating their significance and growth potential in the global AI ecosystem.
See More
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- Alphabet AI Growth: Alphabet (GOOGL) is at the forefront of the AI boom, with Google Services sales increasing by 16% year-over-year in Q1, while Google Cloud surged by 63% due to AI enterprise demand, indicating strong revenue acceleration potential.
- Silicon Motion Performance: Silicon Motion Technology (SIMO) has rallied over 170% year-to-date, reporting 23% sequential revenue growth and 105% year-over-year growth in Q1, with Q2 guidance suggesting up to 107% year-over-year revenue growth, reflecting strong long-term demand for AI and memory chips.
- Marvell Revenue Milestone: Marvell Technology (MRVL) achieved a record $2.22 billion in revenue for fiscal Q4 2026, marking a 22% year-over-year growth, with the CEO indicating expectations for accelerated revenue growth in fiscal 2027, showcasing robust market demand.
- AI Infrastructure Investment: The growth of Marvell and Silicon Motion highlights the accelerating investment in AI infrastructure, as rising demand for data center solutions and memory products positions these companies to benefit from this trend in the coming years.
See More
Alphabet's AI Enhances Business Growth
- AI-Driven Growth: Alphabet enhances every part of its business with AI, as Google Cloud reports a 63% year-over-year growth in Q1, indicating strong enterprise demand that is expected to continue driving revenue acceleration.
- Significant Sales Growth: Silicon Motion Technology's stock has surged over 170% year-to-date, with Q1 showing a 23% sequential revenue growth and 105% year-over-year growth, indicating robust performance in the memory chip market that is likely to persist.
- Record Financial Performance: Marvell Technology achieved a 22% year-over-year growth rate in Q4 of fiscal 2026, generating $2.22 billion in revenue, with the CEO projecting accelerated growth for each quarter of fiscal 2027, underscoring the company's critical role in AI infrastructure.
- Huge Market Potential: With rising long-term demand for AI and memory chips, Silicon Motion Technology's Q2 guidance suggests up to 107% year-over-year growth potential, indicating that the company is poised for sustained strong performance in the coming years.
See More
Pertento Partners Reduces Stake in Silicon Motion Technology
- Stake Reduction Details: Pertento Partners cut its stake in Silicon Motion Technology by 738,875 shares in Q1 2026, with an estimated trade value of $89.68 million, indicating a profit-taking strategy after a remarkable 325% stock price increase.
- Position Value Changes: By quarter-end, Pertento's position in Silicon Motion was valued at $46.32 million, with total position value changing by $60.41 million, reflecting the fund's dynamic adjustments in the rapidly growing semiconductor market.
- Company Performance Highlights: Silicon Motion reported a 105% year-over-year revenue surge to $342.1 million in Q1, with net income reaching $66.8 million, and it forecasts continued revenue growth of 15% to 20% in the upcoming quarter, showcasing strong performance in the embedded storage controller market.
- Market Outlook: Despite the reduction, Pertento still holds $46.3 million in shares, indicating confidence in Silicon Motion's long-term growth potential in the AI-adjacent storage semiconductor market, especially with the MonTitan platform set to enter volume production soon.
See More
