Silicon Motion Technology Corp (MEX:SIMO N)
MXN 4,476.05 +100.05 (+2.29%) Market Cap: 151.78 Bil Enterprise Value: 151.52 Bil PE Ratio: 30.06 PB Ratio: 8.31 GF Score: 70/100

Silicon Motion Technology Corp at JPMorgan Global Technology, Media and Communications Conference Transcript

May 19, 2026 / 03:25PM GMT
Release Date Price: MXN2178.31
Mayur Ramdhani
JPMorgan Chase & Co - Analyst

So good morning, everyone, and thank you for joining JPMorgan's 54th Annual Technology, Media and Communications Conference. My name is Mayur Ramdhani, SMID-cap Analyst at JPMorgan covering US semis and semi-cap equipment companies.

Really pleased to have Wallace Kou, President and CEO of Silicon Motion; and Jason Tsai, Chief Financial Officer, joining us here today. Wallace, Jason, really appreciate you both being here and looking forward to the conversation.

Before we dive into Q&A, we'd like to give you and Jason a few minutes to introduce Silicon Motion for the audience. The story has evolved meaningfully over the last 18 months or so. So this, I think, would be a great way to set the stage for the conversation.

Wallace Kou
Silicon Motion Technology Corp - President, Chief Executive Officer

Yeah. So our business has scaled quite meaningfully over the last couple of years. If you take a look at our expanded portfolio, our core business historically was in eMMC -- embedded eMMC and UFS

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