Silicon MotionSIMO

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.