Silicon Motion Announces Results for the Fourth Quarter and Year Ended December 31, 2025

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• New products and opportunities across all business lines are expected to ramp in 2026, driving revenue acceleration and profitability growth

  80% confidence

• Company experienced strong growth in automotive segment primarily driven by increased product diversification and new customer ramps

  80% confidence

• New initiatives in enterprise and automotive are beginning to take hold and will represent significant growth drivers long-term for the company

  80% confidence

• Momentum in increasing market share, growing customer and product portfolio, and expanding into new markets has never been stronger entering 2026

  80% confidence

• Based on existing backlog for Q1 2026 and full-year, company anticipates a significantly stronger-than-seasonal start with sustained and steady growth throughout the year

  80% confidence

• eMMC and UFS products increased sequentially during Q4 2025, primarily driven by market share gains

  80% confidence

• Client SSD controller sales grew over 25% quarter-over-quarter in Q4 2025, primarily driven by industry-leading 8-channel and newly introduced 4-channel PCIe5 controllers

  80% confidence

• Fourth quarter 2025 outperformance was driven by strength across all business lines as new products continued to ramp, with further market share gains in eMMC/UFS and client SSDs

  80% confidence

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