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Silicon Motion Technology Corporation (SIMO) Presents at ...
2026-05-20 · via All Articles on Seeking Alpha

Silicon Motion Technology Corporation (SIMO) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 11:25 AM EDT

Company Participants

Jason Tsai - Chief Financial Officer
Chia-Chang Kou - Founder, President, CEO, MD & Director

Conference Call Participants

Mayur Ramdhani - JPMorgan Chase & Co, Research Division

Presentation

Mayur Ramdhani
JPMorgan Chase & Co, Research Division

So good morning, everyone, and thank you for joining JPMorgan's 54th Annual Technology, Media and Communications Conference. My name is Mayur Ramdhani, SMID-cap analyst at JPMorgan covering U.S. semis and semi-cap equipment companies.

Really pleased to have Wallace Kou, President and CEO of Silicon Motion; and Jason Tsai, Chief Financial Officer, joining us here today. Wallace, Jason, really appreciate you both being here and looking forward to the conversation. Before we dive into Q&A, we'd like to give you and Jason a few minutes to introduce Silicon Motion for the audience. The story has evolved meaningfully over the last 18 months or so. So this, I think, would be a great way to set the stage for the conversation.

Jason Tsai
Chief Financial Officer

Yes. So our business has scaled quite meaningfully over the last couple of years. If you take a look at our expanded portfolio, our core business historically was in eMMC -- embedded eMMC and UFS, primarily for smartphones and now increasingly more important for IoT and other connected devices. In edge computing for SSD controllers, that's been an opportunity that we've been capitalizing on as our share gains here have significantly accelerated with the latest generation.

And then you look at some of the new opportunities that we've been going after pretty aggressively, right? On the enterprise side, we've got enterprise boot drives that has been scaling -- beginning to scale since the beginning of last year and scale more meaningfully throughout