SSD controllers and storage solutions
Silicon Motion designs controllers that manage NAND flash inside SSDs and also sells storage solutions combining controllers and flash. Its second-quarter 2026 revenue was $451 million, up 127% year over year, and its MonTitan enterprise controllers entered commercial production with two Tier 1 customers, targeted at 5% to 10% of revenue exiting 2026. Its growth depends on design wins and content per device rather than the industry's total exabytes.
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Featured · Hardware
Seagate's Mozaic 4+ hard drive does something unfashionable in an industry obsessed with faster chips: it makes room. In March 2026, Seagate said its platform, supporting drives up to 44 terabytes, was qualified and in production with two hyperscale customers. By July, the financial attraction of that unglamorous job was becoming harder to miss. [1][2]
· 6 min read
