Welcome to our dedicated page for Silicom news (Ticker: SILC), a resource for investors and traders seeking the latest updates and insights on Silicom stock.
Silicom Ltd. reports developments in high-performance networking and data infrastructure solutions for cloud, data center and edge environments. The company designs, manufactures, markets and supports products such as high-speed server adapters, hardware offloading and acceleration engines, AI NICs, FPGA-based smart cards, Post Quantum Cryptography hardware accelerators, white-label switches and Edge CPEs.
Recurring company updates include customer design wins, initial orders and product selections for AI inference infrastructure, secure communications, streaming infrastructure and cyber security platforms. Silicom also issues earnings releases, conference-call notices and investor-conference announcements that discuss revenue trends, its design-win pipeline and demand for Edge, Smart NIC and FPGA offerings.
Silicom (NASDAQ: SILC) reported Q2 2026 revenue of $23.8 million, up 59% year-over-year from $15.0 million, driven by expansion of its core business. GAAP net loss narrowed to $2.1 million ($0.37 per share) from $3.3 million, while non-GAAP net loss improved to $0.9 million from $2.0 million.
For the first half of 2026, revenue rose 46% to $42.9 million, with GAAP net loss improving to $4.5 million and non-GAAP net loss to $2.4 million. Silicom raised its full-year 2026 revenue guidance to $93–$95 million, implying over 50% growth, and expects Q3 revenue of $25–$26 million (about 66% YoY growth at the upper end). Management projects a return to quarterly non-GAAP profitability in the second half of 2026. During the quarter, the company secured seven new Design Wins and received its first production order for an AI-inference-specific solution. As of June 30, 2026, Silicom reported total assets of $162.9 million, shareholders’ equity of $114.8 million, cash and cash equivalents of $25.1 million, and marketable securities of $29.8 million.
Silicom (NASDAQ:SILC) announced a new Design Win from an existing blue-chip customer for a custom high-speed server adapter tailored to the customer’s specific requirements. This project targets a distinct functionality within the customer’s infrastructure, separate from its current Silicom purchases.
According to Silicom, revenue from this Design Win is expected to begin in 2026 and is projected to exceed $5 million in 2027. The customer anticipates its total annual business with Silicom will expand from roughly $3 million in 2026 to nearly $10 million in 2027, reflecting growth from both the new adapter and existing products.
Silicom (NASDAQ:SILC) will release its Q2 2026 results on Wednesday, July 29, 2026, followed by a conference call at 9:00am Eastern Time.
Investors can join via webcast on Silicom's website or by telephone, with a replay available for three months.
Silicom (NASDAQ:SILC) announced its first production order for a high-performance, AI inference-specific solution, with delivery in 2026.
The order shifts AI inference activity from evaluation to commercial production and lifts total expected 2026 AI inference revenues into the multi-million-dollar range, supporting stronger overall growth and positioning AI inference as a major long-term opportunity.
Silicom (NASDAQ:SILC) announced a design win with a Tier-1 global cyber security leader, which selected Silicom white-label switches as networking infrastructure for its security platforms. Samples are delivered, with first production orders expected in 2026 and annual sales projected at about $5 million after ramp-up.
The deal replaces a prior incumbent vendor and establishes white-label switching as Silicom’s newest product line, alongside server adapters, FPGA smart cards and Edge systems. Silicom is also in discussions for higher-end and additional white-label deployments.
Silicom (NASDAQ: SILC) said an AI infrastructure customer placed initial orders for Silicom's inference-specific solution to support PoC work targeting Tier-1 hyperscalers, with PoC scheduled for H2 2026 and initial deliveries planned in H1 2026. The customer expects an initial full-scale deployment of tens of thousands of units at a multi-thousand-dollar ASP if the PoC succeeds. Silicom also reported orders from two AI compute contenders for two distinct inference products and a new order to develop a third inference-specific product. The company highlighted its FPGA-based, low-latency architecture as central to its inference positioning.
Silicom (NASDAQ: SILC) will participate in the 21st Annual Needham Technology, Media, & Consumer Conference on May 12, 2026. A senior executive will present at 8:00 a.m. ET at the Westin New York Grand Central and will hold one-on-one investor meetings afterward.
Investors may request meetings via their Needham representative or Silicom's investor relations team.
Silicom (NASDAQ: SILC) reported Q1 2026 revenue of $19.1M, a 33% year-over-year increase, with GAAP net loss of $2.4M (loss of $0.41 per share) and non-GAAP net loss of $1.5M (loss of $0.25 per share).
The company gave Q2 2026 revenue guidance of $20M–$21M (up to ~40% YoY at the top end) and reiterated full-year 2026 revenue targets of $82M–$83M. Management highlighted multiple design wins and multi-year customer paths including an $8–10M annual run-rate expansion and a streaming win with a $25–30M five-year path.
Silicom (NASDAQ: SILC) secured a design win with a European secure-communications provider, converting an initial ~$1M commitment into expected deliveries in H2 2026 and targeting an ~$3M/year annual deployment as the relationship scales. Silicom will customize its FPGA SmartNIC for advanced encryption and Post‑Quantum Cryptography support and is discussing a next‑generation 2028 platform and a potential server+NIC full system solution.
Silicom (NASDAQ: SILC) will release its first quarter 2026 results on Thursday, April 30, 2026 and host a conference call the same day at 9:00am Eastern Time.
Investors can listen via a live webcast on Silicom's investor relations webcast section or by telephone (US 1-866-860-9642; Israel 03-918-0609; International +972 3 918 0609). A replay will be available for three months after the call.