NuAxiSemiconductor trade intelligence

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

What happened

Silicon Motion reported record Q2 2026 revenue of $451 million, up 32% QoQ and 127% YoY, with margins hitting new highs. The company forecasts Q3 revenue to rise 15-20% sequentially and full-year 2026 revenue to grow over 100% year-on-year.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

NAND ControllerNAND Flash

Silicon Motion Technology

revenue_growthmargin_expansionbullish_outlook

Source and time

Source: DigiTimes Asia · 7/31/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

👉 From pricing talks to upfront payments — the NAND market is clearly shifting into a supply-first era driven by AI demand.TrendForce Official (Market Data) · 3/1/2026
RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ pricesThe Register · 9/30/2026
【Chinese Supplier Capacity Releases Keep NAND Spot Supply Ample; 512Gb TLC Wafer Prices Fall 1%】 Restricted by persistently weak consumer end-demand...TrendForce Official (Market Data) · 9/23/2026
Top five NAND Flash brands post 77% revenue surge in Q2Evertiq · 8/18/2026
SK hynix runs out of replacement SSDs and defaults to original purchase price refunds — fine-print warranty clause shortchanges buyers as drive prices doubleTom's Hardware · 8/15/2026
For Samsung, HBM is the gift that keeps on givingBlocks & Files · 7/31/2026

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings