Silicon Motion
Silicon Motion is a leader in the Memory segment of the semiconductor & AI supply chain, headquartered in Taiwan. Its key suppliers include PDF Solutions, TSMC, SMIC. Its key customers include Micron Technology, Kioxia Holdings, Kingston Technology.
Leading NAND controller designer for SSDs and embedded storage.
- Ticker
- NASDAQ: SIMO
- Headquarters
- Taiwan
- Revenue
- $886M (FY2025) · +10.2% YoY
- Net income
- $123M
- Operating margin
- 10.5%
- Market position
- leader
- Value-chain segment
- Storage Controllers
- Key products
- PCIe NVMe SSD controllers (SM2264 / SM2267), eMMC 5.1 / UFS 3.1 embedded flash controllers, NAND firmware and reference designs, Client SSD platforms (Ferri SSD), Enterprise SSD controllers
About Silicon Motion
Silicon Motion, headquartered in Taiwan, operates in the Storage Controllers segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include PCIe NVMe SSD controllers (SM2264 / SM2267), eMMC 5.1 / UFS 3.1 embedded flash controllers, NAND firmware and reference designs, Client SSD platforms (Ferri SSD), Enterprise SSD controllers. wafergraph maps 7 tracked suppliers and 8 tracked customers for Silicon Motion across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. Silicon Motion is a party to 1 tracked deal, including MaxLinear's attempted Silicon Motion deal.
Role in the chain
Silicon Motion is a market leader in Memory (Storage Controllers), headquartered in Taiwan. Leading NAND controller designer for SSDs and embedded storage.
Diligence questions
- The dataset records 7 tracked suppliers for Silicon Motion. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 2 of Silicon Motion's tracked suppliers are a monopoly or leader (including ASE Technology, TSMC). Which of those are actually single-source for the process step you care about?
- The dataset names 8 tracked customers for Silicon Motion. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Silicon Motion is positioned as a leader in Memory. How replaceable is this vendor on the process step you are buying?
- Silicon Motion is headquartered in Taiwan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Silicon Motion trades as NASDAQ:SIMO. What does the latest reported period say about capacity and backlog versus the graph position above?
Key products
- PCIe NVMe SSD controllers (SM2264 / SM2267)
- eMMC 5.1 / UFS 3.1 embedded flash controllers
- NAND firmware and reference designs
- Client SSD platforms (Ferri SSD)
- Enterprise SSD controllers
Suppliers
Customers
More Memory companies
Compare with
Phison Electronics · Hewlett Packard Enterprise · King Yuan Electronics (KYEC) · ADATA Technology · PDF Solutions
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Silicon Motion — supply chain, financials & market position”, https://wafergraph.com/company/silicon_motion (data as of 2026-09-05).
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