Who Silicon Motion buys from and sells to
Designs NAND flash controllers for SSDs and embedded storage; fabless, with chips made by TSMC.
Sells to 4
- KioxiaSSD and embedded controllersfour customers >10%, 58% of 2025 revenue (20-F)
- MicronMUSSD controllers for client drives
- PHISEMIcontrollers for module makers
- AFASTORcontrollers for module makers
Where the chain could break
- Five customers were about 66% of 2025 revenue
- NAND makers can bring controllers in-house and drop it
Competes with
- Phisonmerchant NAND controllers
- MarvellMRVLenterprise SSD controllers
- Samsungin-house controllers that close off a market
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.