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Wealth Beat News > News > Silicon Motion Technology Corporation (SIMO) Presents at UBS Global Technology and AI Conference 2025 Transcript
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Silicon Motion Technology Corporation (SIMO) Presents at UBS Global Technology and AI Conference 2025 Transcript

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Last updated: 2025/12/04 at 3:56 AM
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Randy Abrams
UBS Investment Bank, Research Division

Okay. Great. I want to thank everyone for coming out as we get into Wednesday afternoon. I appreciate everyone coming. And for this next group, we’ll have Silicon Motion. And we’re pleased just only a few conferences here, we get Wallace Kou, Founder of Silicon Motion. We also have, as many of you know, Jason Tsai, the CFO. And for the discussion today, we’ll keep it pretty informal with a fireside chat.

So we have a chance to go through a lot of the topics. And for Silicon Motion, it’s been quite an impressive year, strong revenue growth. And I think coming from founding the company to now reaching $1 billion revenue run rate with quite — quite good growth across product lines. I think, Wallace, maybe to kick off to kind of bring everyone up to speed. How does the business mix look like as we build and get to this $1 billion run rate, how are the business cut across the applications and the key areas you’re in? And then we can kind of move forward and start to talk about the next step, the next $1 billion.

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News December 4, 2025 December 4, 2025
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