Silicon Motion (ADR) (SIMO)
Designs NAND-flash controllers for SSD and embedded storage.
Something off on this page? Send us feedback.
Designs NAND-flash controllers for client SSDs and embedded eMMC/UFS storage, plus a smaller SSD-solutions business. A fabless model ties the business to external foundries, Asian manufacturing, and internationally concentrated demand.
Designs NAND-flash controllers for client SSDs and embedded eMMC/UFS storage, with SSD solutions as a smaller business. Its SiliconMotion controller brand and FerriSSD, Ferri-UFS, Ferri-eMMC, and MonTitan products serve client, embedded, enterprise, and specialty storage uses.
The fabless model relies on external foundries, principally TSMC and SMIC, and on third parties for manufacturing, assembly, and testing. Research and corporate operations are centered in Taiwan, while most revenue comes from customers outside the United States, particularly across China, Japan, and Singapore. NAND-supply access, Asian customer demand, and variable customer orders shape the business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Craig-Hallum | Reiterate | Rating: —Target: $250 | Target: $325 |
| Jul 31, 2026 | Susquehanna | Reiterate | Rating: —Target: $275 | Target: $350 |
| Jul 30, 2026 | Roth Capital | Reiterate | Rating: —Target: $250 | Target: $350 |
| Jun 22, 2026 | Wedbush | Reiterate | Rating: —Target: $230 | Target: $400 |
| Apr 30, 2026 | Craig-Hallum | Target | Target: $160 | Target: $250 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $74.4M · Total debt $59.2M · Total assets $1.61B · Shareholders' equity $1.05B
- Revenue
- $451.0M
- Operating income
- $101.1M
- Net income
- $136.1M
HistoryDividendAnnual yield
| Institutions | ≈ 71.97% | 24.15M ADS | |
|---|---|---|---|
| 405 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.36% | 1.13M ADS | |
| 13 holders · as of Jun 24, 2026 | |||
| Strategic holders | 2.84% | 951.5K ADS | |
| 2 holders · as of Feb 14, 2022 | |||
| Other | ≈ 21.83% | 7.33M ADS | |
| remainder | |||
33.56M ADS (1 ADS = 4 ordinary shares) as of Sep 18, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2022 annual report; nothing newer is on file here.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 6.79% | 2.28M ADS | as of Jun 30, 2026 |
Yiheng Capital Partners, L.P.Institution | 4.96% | 1.66M | filed Jan 8, 2021 |
Acadian Asset Management LLCInstitution | 3.92% | 1.32M ADS | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.40% | 1.14M ADS | as of Jun 30, 2026 |
Alkeon Capital Management LLCInstitution | 3.28% | 1.10M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 18, 2026 | Kuan-Ming Lin | director | −1,000 | $320.31 |
| Jun 17, 2026 | Kuan-Ming Lin | director | −2,000 | $305.01 |
| Jun 18, 2026 | Han-Ping Shieh | director | −1,000 | $328.00 |
| Jun 2, 2026 | Han-Ping Shieh | director | −1,000 | $301.25 |
| May 6, 2026 | Shii Tyng Duann | director | −1,500 | $245.00 |
- Microchip Technology
Enterprise NVMe SSD controllers for data-center workloads
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silicon Motion (ADR) | $279.94 | +4.07% | $9.03B | 7.9 | 20.4 | 6.9 | +123.2% |
| Microchip Technology | $75.81 | +1.37% | $40.61B | 103.7 | 19.3 | 7.9 | +38.1% |
| Median | 103.7 | 19.3 | 7.9 | +38.1% |