Silicon Motion Record Quarter Points to Strong NAND Controller Demand

DigiTimes says NAND controller supplier Silicon Motion reported US$451 million in second-quarter 2026 revenue, up 32% from the previous quarter and 127% from a year earlier. Profit and margins also reached new highs, and the company guided for a further 15% to 20% sequential revenue increase in the third quarter. Full-year 2026 revenue is expected to set a record with growth above 100% year over year. For RamTrend, this is a strong downstream signal for NAND-related demand. Controller revenue growth does not automatically mean NAND wafer prices are rising, but it shows robust demand for SSD, eMMC, UFS, and embedded storage designs that use Silicon Motion technology. That demand backdrop can support NAND consumption across client, mobile, and data-center storage markets.