---
title: "SIMO Silicon Motion Technology"
canonical: "https://supercyclehq.com/stock/silicon-motion-technology"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "SIMO"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Silicon Motion Technology (SIMO)

Silicon Motion designs the controller chips that manage NAND flash memory, the brains inside SSDs and embedded storage.

## AI Exposure Score

**40/100, Growing.** Silicon Motion's MonTitan platform puts it in enterprise SSDs for AI servers, where controller performance requirements are rising fastest. The thesis depends on winning hyperscale and enterprise designs, since client PC and smartphone storage controllers still generate most revenue.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $187.90 |
| Change 1d | -9.94% |
| Change 7d | -0.68% |
| Change 30d | -33.01% |
| Change 1y | +95.05% |
| 52-week high | $336.22 |
| 52-week low | $79.53 |
| Market cap | $6.4B |
| P/E | 21.98 |
| EPS | $8.55 |
| Next earnings | 2026-10-28 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Hong Kong |
| CEO | Chia-Chang Kou |
| Employees | 2,009 |
| Website | https://www.siliconmotion.com |
| Buildout layers | [Memory & Storage](https://supercyclehq.com/category/memory-storage), [Semiconductors](https://supercyclehq.com/category/semiconductors) |

## What the company does

Silicon Motion designs the controller chips that manage NAND flash memory, the brains inside SSDs and embedded storage. Controllers determine a drive's speed, endurance, and power efficiency. It is the largest merchant supplier of these chips, selling to NAND makers, module builders, and device brands rather than making its own flash.

Its products span controllers for client PC SSDs, UFS and eMMC controllers for smartphones, and Ferri embedded storage for industrial and automotive uses. The AI angle is MonTitan, an enterprise-grade platform for PCIe Gen5 SSDs aimed at AI servers, where fast flash increasingly feeds data-hungry GPUs.

Founded in 1995, Silicon Motion is headquartered in Hong Kong with major operations in Taiwan, employs about 2,000 people, and trades on the NASDAQ.

## Role in the AI buildout

Silicon Motion sits in the Memory & Storage layer and Semiconductors layer of the buildout. AI training and inference push hyperscalers toward high-performance flash storage, and every enterprise SSD needs a controller to manage it. MonTitan gives NAND partners and server makers a merchant path to PCIe Gen5 drives without designing their own silicon. The company's exposure grows as AI storage shifts from hard drives toward flash, though client and mobile controllers remain its volume base.

## FAQ

### What does Silicon Motion Technology do?

Silicon Motion designs controller chips for NAND flash memory. Its controllers go inside SSDs for PCs and servers, smartphone storage, and embedded industrial devices, managing how data is written, read, and protected. It is the leading independent supplier in this market.

### How is Silicon Motion Technology exposed to AI?

Its MonTitan platform targets PCIe Gen5 enterprise SSDs built for AI servers, where storage performance requirements keep climbing. Supercycle rates it Growing with an AI Exposure Score of 40 out of 100, since client and mobile controllers still drive most of the business.

### What is MonTitan?

MonTitan is Silicon Motion's enterprise SSD development platform, combining a PCIe Gen5 controller with firmware and reference designs. It lets NAND makers and server vendors bring high-performance drives for AI and data center workloads to market without designing controller silicon themselves.

### Is SIMO a pure play AI stock?

No. Supercycle classifies Silicon Motion as Growing. Enterprise and AI-related controllers are its fastest-growing opportunity, but the core business remains storage controllers for PCs, smartphones, and industrial devices, which follow consumer electronics cycles.

### Who leads Silicon Motion?

Chia-Chang Kou, widely known as Wallace Kou, serves as president and CEO. He has led the company through its rise to become the top merchant NAND controller supplier, with headquarters in Hong Kong and major engineering operations in Taiwan.

---

Source: https://supercyclehq.com/stock/silicon-motion-technology. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.
