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Silvaco Group
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Situations
Semiconductor earnings & AI demand 2026
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Latest: Micron stock slides amid Chinese CXMT IPO competition
Silicon Motion posted a 127 % YoY revenue rise to $451 million in Q2 2026, beating forecasts and prompting a Q3 outlook of $519‑$541 million. CEO Wallace Kou said next‑gen PCIe Gen5 SSD controllers are meeting AI‑driven