Silicon Motion Technology 경영진
경영진 기준 점검 2/4
Silicon Motion Technology CEO는 Wallace Kou, Jan1995 에 임명되었습니다 의 임기는 31.67 년입니다. 는 $132.30M 가치에 해당하는 회사 주식의 1.43% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 2.8 년과 14.7 년입니다.
핵심 정보
Wallace Kou
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | 31.7yrs |
| CEO 지분 보유율 | 1.4% |
| 경영진 평균 재임 기간 | 2.8yrs |
| 이사회 평균 재임 기간 | 14.7yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Sep 16
Silicon Motion Technology: Earnings Explosion Makes The Valuation Look Increasingly Reasonable
Summary Silicon Motion Technology is rated a buy, driven by accelerating revenue, operating leverage, and expansion into enterprise and AI-related storage markets. SIMO's Q2 revenue surged 127% YoY to $451M, with non-GAAP operating margin rising to 23.1% and adjusted EPS quadrupling to $2.43. The company targets significant market share gains in SSD, mobile, and automotive controllers, aiming to grow client SSD share from 30% to 40%. AI infrastructure buildout is expected to materially expand SIMO's addressable market, supporting aggressive long-term EPS and sales growth forecasts. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 07
SIMO: Edge AI Controller Demand Will Test Rich Future P/E Assumptions
Analysts have raised the fair value estimate for Silicon Motion Technology from $145.00 to $325.00, citing higher assumed future profit margins, a richer future P/E multiple, and confidence in ongoing demand for its controllers across edge AI, SSD, auto, and other higher value markets. Analyst Commentary Recent Street research on Silicon Motion Technology has centered on higher price targets and upbeat commentary on demand for edge AI, SSD, auto, and other higher value controller markets.
내러티브 업데이트 • Aug 24
SIMO: Edge AI Storage Cycle Will Test Rich P/E Expectations
Silicon Motion Technology's analyst-derived fair value has increased from about $281 to roughly $370 as analysts incorporate higher expected profit margins, a richer earnings profile tied to SSD and eSSD controller demand, and growing exposure to edge AI and AI infrastructure spending into their models. Analyst Commentary Recent Street research on Silicon Motion Technology has turned more constructive, with several bullish analysts lifting their fair value assumptions as they update models for product mix, margin potential, and exposure to AI related demand.
내러티브 업데이트 • Aug 10
SIMO: Edge AI Storage Demand Will Drive Higher Earnings Power Repricing
Analysts have raised Silicon Motion Technology’s fair value estimate from $417.54 to $450.00. The revision reflects updated assumptions, including stronger revenue growth, slightly higher margins, and a lower future P/E multiple.분석 기사 • Aug 06
Need To Know: Analysts Are Much More Bullish On Silicon Motion Technology Corporation (NASDAQ:SIMO)
Silicon Motion Technology Corporation ( NASDAQ:SIMO ) shareholders will have a reason to smile today, with the analysts...분석 기사 • Aug 05
Statutory Earnings May Not Be The Best Way To Understand Silicon Motion Technology's (NASDAQ:SIMO) True Position
Silicon Motion Technology Corporation ( NASDAQ:SIMO ) recently released a strong earnings report, and the market...내러티브 업데이트 • Jul 27
SIMO: MonTitan Optimism Will Test Rich P/E And Margin Expectations
Analysts have lifted their fair value estimate for Silicon Motion Technology from $89.05 to $145.00, citing higher assumed revenue growth, a slightly adjusted discount rate, and revised expectations for SSD and enterprise demand, MonTitan adoption, NAND pricing, and potential market share gains in China. Analyst Commentary Recent Street research on Silicon Motion Technology has skewed positive on headline price targets, but analysts are still flagging several areas where execution or growth could fall short of expectations.내러티브 업데이트 • Jul 13
SIMO: Rich P/E And AI Storage Hopes Will Challenge Future Returns
Analysts have raised the fair value estimate for Silicon Motion Technology from $256.70 to $281.20, reflecting stronger projected revenue tied to SSD and enterprise solutions, potential MonTitan adoption, firmer NAND pricing, and unmodeled market share gains in China. Analyst Commentary Recent research on Silicon Motion Technology points to a cluster of higher fair value and price targets, with analysts updating their models around SSD and enterprise solutions, potential MonTitan traction, and market share trends in China.내러티브 업데이트 • Jun 29
SIMO: AI Storage Demand Will Drive Higher Earnings Power Repricing
Silicon Motion Technology's analyst price target has shifted from about $180 to roughly $418 as analysts factor in more upbeat assumptions around MonTitan adoption, stronger SSD and enterprise solution sales, supportive NAND pricing, and additional China market share gains into their models. Analyst Commentary Recent research on Silicon Motion Technology reflects a cluster of bullish views, with multiple bullish analysts revisiting their models and lifting price targets.분석 기사 • Jun 19
Silicon Motion Technology (SIMO) Stock Could Be 25.3% Overvalued After AI Led Earnings Beat
Silicon Motion Technology (NasdaqGS:SIMO) is back in focus after reporting earnings and revenue above consensus expectations, supported by demand for SSD and enterprise storage controllers tied to AI and cloud workloads. See our latest analysis for Silicon Motion Technology. The strong earnings surprise and AI focused product updates have coincided with powerful momentum in Silicon Motion Technology, with a 30 day share price return of 24.66% and a 1 year total shareholder return of 368.18%...내러티브 업데이트 • Jun 15
SIMO: AI Storage Upside And Rich P E Expectations Will Shape Returns
Analysts have lifted their Silicon Motion Technology price target to $450, up from $320, citing stronger assumptions for SSD and enterprise sales, as well as the potential for Q2 revenue to come in ahead of guidance. Analyst Commentary Recent research points to a cluster of bullish revisions on Silicon Motion Technology, with several firms lifting price targets and updating their assumptions around the company’s growth path and execution on SSD and enterprise solutions.내러티브 업데이트 • Jun 01
SIMO: AI Storage Execution Versus Richer P/E Expectations Will Shape Future Returns
Silicon Motion Technology's analyst price target has been raised to $256.70 from $243.70. Analysts cited higher assumptions for SSD and enterprise sales, as well as generally more constructive Street research updates, as key drivers of the change.내러티브 업데이트 • May 15
SIMO: AI Storage Demand And Execution Versus Richer P E Assumptions Will Matter
Silicon Motion Technology's updated fair value estimate has moved from $157.20 to $243.70, as analysts increased price targets in recent research and pointed to adjusted assumptions for revenue growth, profit margin, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Silicon Motion Technology has centered on higher price targets from several firms, including JPMorgan and others, with adjustments tied to updated assumptions on growth, profitability, and valuation multiples.내러티브 업데이트 • Apr 28
SIMO: AI Storage Demand And Margin Outlook Will Shape Next Cycle
Silicon Motion Technology's updated analyst price target has moved higher by between $20 and $40, with analysts pointing to refined assumptions for revenue growth, profit margins, and future P/E as key drivers behind the revision. Analyst Commentary Street research has clustered around higher price targets for Silicon Motion Technology, with several firms lifting their targets by between $20 and $40.내러티브 업데이트 • Apr 14
SIMO: AI Storage Demand Will Support Stronger Future Earnings Repricing
Silicon Motion Technology's analyst price target has moved higher by a combined $112 across several firms, as analysts point to updated assumptions around revenue growth, profit margins and P/E expectations to support their revised views. Analyst Commentary Recent Street research has centered on higher price targets and fresh coverage for Silicon Motion Technology, with several bullish analysts revisiting their models around revenue growth, margins and P/E assumptions.내러티브 업데이트 • Mar 31
SIMO: AI Storage Demand And New Controllers Will Support Next Cycle
Silicon Motion Technology's analyst fair value estimate has shifted from $150.18 to $157.20, reflecting analysts' updated price targets that incorporate recent sector research pointing to steady guidance and stronger demand for NAND, DRAM/HBM, and related storage components tied to rising AI investment. Analyst Commentary Recent research has leaned clearly positive, with multiple firms lifting their price targets for Silicon Motion Technology and one new initiation with a bullish view.내러티브 업데이트 • Mar 17
SIMO: AI Storage Demand Will Support Stronger Long Term Earnings Power
Analysts have raised their fair value estimate for Silicon Motion Technology from $90.00 to $180.00, citing updated views on revenue growth, profit margins, and potential future P/E multiples following a series of recent price target increases and a bullish initiation across the Street. Analyst Commentary Recent Street research has tilted firmly optimistic on Silicon Motion Technology, with a series of higher price targets and a fresh bullish initiation reinforcing the updated fair value view of US$180.00.내러티브 업데이트 • Mar 03
SIMO: Rising AI Memory Demand Will Support Next Storage Cycle Upside
The analyst fair value estimate for Silicon Motion has shifted from $114.00 to about $150.18. Analysts point to higher projected revenue growth, a modestly adjusted discount rate, slightly lower profit margin assumptions, and a higher future P/E multiple as they update their price targets and see stronger demand trends for NAND, DRAM/HBM, and related storage components.내러티브 업데이트 • Feb 17
SIMO: AI Storage Euphoria Will Strain Future Margin And P/E Assumptions
Silicon Motion Technology's analyst price targets have moved higher, with our fair value estimate shifting from $86.97 to $89.05 as analysts factor in updated assumptions around growth, profitability, and P/E expectations. Analyst Commentary Recent Street research on Silicon Motion Technology has centered on revised price targets and fresh coverage, with several firms updating their models to reflect new views on growth, profitability, and sector demand trends.내러티브 업데이트 • Feb 03
SIMO: AI Storage Hype Will Test Rich Future Pricing Assumptions
Analysts have trimmed their fair value estimate for Silicon Motion Technology slightly to about US$86.97 from roughly US$87.16, reflecting updated views on revenue growth, profit margins, and future P/E assumptions in light of recent bullish coverage and a higher US$135 Street price target associated with AI driven storage demand trends. Analyst Commentary Recent Street research on Silicon Motion Technology reflects generally constructive sentiment tied to AI related storage demand, but it also highlights several areas where more cautious investors may pause, especially around valuation, execution, and the durability of growth tied to AI data center spending.내러티브 업데이트 • Jan 19
SIMO: AI Memory Demand Will Test Rich Pricing Expectations
Analysts have nudged their fair value estimate for Silicon Motion Technology slightly lower to about $87.16 from $87.24, while citing higher Street price targets of up to $135 as reflecting growing confidence in AI driven demand for NAND, DRAM/HBM and related storage components. Analyst Commentary Recent Street research on Silicon Motion Technology reflects constructive views on long term AI related memory and storage demand, but the tone is not uniformly bullish.분석 기사 • Jan 12
Investors Appear Satisfied With Silicon Motion Technology Corporation's (NASDAQ:SIMO) Prospects As Shares Rocket 29%
The Silicon Motion Technology Corporation ( NASDAQ:SIMO ) share price has done very well over the last month, posting...분석 기사 • Jan 07
Silicon Motion Technology (NASDAQ:SIMO) Could Be Struggling To Allocate Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...내러티브 업데이트 • Jan 05
SIMO: Fair Value View Will Balance AI Storage Upside And Execution Risk
Analysts have raised their fair value estimate for Silicon Motion Technology from US$65 to approximately US$87.24, citing updated views on growth, profitability and valuation that are consistent with recent Street research, including a higher US$110 price target from one major firm. Analyst Commentary The latest fair value update sits below JPMorgan's US$110 price target, which signals that some analysts see more upside potential than what is baked into the revised estimate.내러티브 업데이트 • Dec 20
SIMO: Strengthening Memory Demand Will Drive Upcoming AI Storage Cycle Upside
Analysts have modestly lifted their price target on Silicon Motion Technology to $114.00 from $114, reflecting increased confidence in the company's positioning for strengthening memory demand and upcoming product cycles highlighted in recent research. Analyst Commentary Recent Street research reflects a constructive outlook on Silicon Motion Technology, with multiple firms lifting price targets into the $110 to $120 range as confidence grows in the company’s growth trajectory and execution on upcoming product cycles.내러티브 업데이트 • Dec 06
SIMO: Strengthening Memory Cycle Will Drive Shares Higher Through 2026
Analysts have lifted their blended price target on Silicon Motion to $114.00, reflecting a modest uptick in conviction as improving memory demand and a favorable 2025 to 2026 product cycle are seen as supporting sustained growth and profitability. Analyst Commentary Recent research updates underscore a more constructive stance on Silicon Motion, with multiple bullish analysts lifting price targets in response to strengthening fundamentals and a clearer multi year product roadmap.내러티브 업데이트 • Nov 22
SIMO: Next-Gen Memory Demand Will Drive Share Performance Into 2025
Silicon Motion Technology's fair value estimate has been revised upward from $111.50 to $114.00 per share. Analysts point to strengthened memory market signals and the company's strategic positioning for upcoming chip cycles as key drivers for the increased price target.내러티브 업데이트 • Nov 06
SIMO: Sector Demand And Margin Strength Will Drive Performance Into 2025
Analysts have increased their average price target for Silicon Motion Technology from $96 to $111.50. They cite improved profit margins and stronger revenue growth expectations, based on positive sector trends highlighted in recent research.내러티브 업데이트 • Oct 23
Analyst Commentary Highlights New Price Targets and Steady Valuation for Silicon Motion Technology
Analysts have raised their price target for Silicon Motion, with new targets ranging from $95 to $120. They cite recent sector strength, increased market share in mobile, and expectations for sustained momentum from upcoming enterprise and SSD controller products.내러티브 업데이트 • Oct 09
AI And Cloud Computing Will Fuel Storage Market Expansion
Silicon Motion Technology's analyst price target has been raised from $93.30 to $96.00 because analysts cite recent momentum from increased market share, new product ramps, and stronger-than-expected earnings growth in the core mobile and enterprise sectors. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Silicon Motion Technology’s outlook as the company enters new product cycles and navigates evolving market dynamics.CEO
Wallace Kou (68 yo)
31.7yrs
재임 기간
Mr. Chia-Chang Kou, also known as Wallace is a Senior Consultant at Concord Venture Capital Co., Ltd. Mr. Kou serves as the President at Silicon Motion Inc. He founded Silicon Motion, Inc. in 1995. He has...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 31.7yrs | 데이터 없음 | 1.43% $ 132.3m | |
| Chief Financial Officer | 2.4yrs | 데이터 없음 | 0.14% $ 13.1m | |
| VP of R&D | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Director of Investor Relations and Strategy | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Global Sales | 2.8yrs | 데이터 없음 | 0.056% $ 5.1m | |
| Senior VP of Client & Automotive Storage Business and Director | 2.8yrs | 데이터 없음 | 0.049% $ 4.5m | |
| Senior VP of Enterprise Storage & Display Interface Solution Business | 2.8yrs | 데이터 없음 | 0.035% $ 3.3m | |
| Senior Vice President of Platform & System Engineering | 1.3yrs | 데이터 없음 | 0.0074% $ 680.0k | |
| Vice President of Finance & Corporate Controller | 25.7yrs | 데이터 없음 | 0.070% $ 6.4m |
2.8yrs
평균 재임 기간
59.5yo
평균 나이
경험이 풍부한 관리: SIMO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 21.4yrs | 데이터 없음 | 1.43% $ 132.3m | |
| Senior VP of Client & Automotive Storage Business and Director | 8yrs | 데이터 없음 | 0.049% $ 4.5m | |
| Independent Chairman of the Board | 21.4yrs | 데이터 없음 | 1.23% $ 113.2m | |
| Independent Director | 21.3yrs | 데이터 없음 | 0.22% $ 20.1m | |
| Independent Director | 21.3yrs | 데이터 없음 | 0.022% $ 2.0m | |
| Director | 12yrs | 데이터 없음 | 0.020% $ 1.8m | |
| Independent Director | 2.8yrs | 데이터 없음 | 0.015% $ 1.4m | |
| Director | 8yrs | 데이터 없음 | 0.022% $ 2.0m | |
| Director | 14.7yrs | 데이터 없음 | 0.082% $ 7.6m |
14.7yrs
평균 재임 기간
69yo
평균 나이
경험이 풍부한 이사회: SIMO의 이사회는 노련하고 경험이 풍부합니다(평균 재임 14.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/21 22:20 |
| 종가 | 2026/09/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Silicon Motion Technology Corporation는 24명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Dong-je Woo | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |
| Junyun Chen | Citic Securities Co., Ltd. |