Silicom (NASDAQ: SILC) lands Tier‑1 Edge system win with $1M+ orders

Rhea-AI Filing Summary

Silicom Ltd. reports that a Tier‑1 cyber security customer has selected one of its Edge systems as the platform for the customer’s next‑generation high‑end product line. Initial orders of over $1M are scheduled for delivery in 2026, with quantities expected to ramp to about $2M per year.

The customer previously used Silicom mainly for networking server adapters and expanded over time to additional product lines, including an earlier Edge system design win last year. Silicom’s CEO describes this as part of a broader pattern in which multiple non‑overlapping product lines support the same customer roadmap, aiming for additive revenue from long‑term relationships.

Insights

Technology hardware & networking analyst

Silicom deepens a Tier‑1 customer relationship with a multi‑year Edge platform win.

Silicom announces that an existing Tier‑1 cyber security customer chose its Edge system as the platform for a next‑generation high‑end product line. Initial orders exceed $1M for delivery in 2026, with expected run‑rate demand of about $2M per year.

The CEO highlights that prior engagements focused on networking server adapters but have expanded to multiple product lines, including a previous Edge design win. Management notes that these lines target different segments of the customer’s roadmap, so each design win can add to, rather than replace, earlier wins.

Silicom also points to a “thriving core business” it says is growing faster than originally projected, and positions this recurring, relationship‑based revenue as a base for pursuing opportunities in AI inference, post‑quantum cryptography and white label switches. Actual results remain subject to market adoption and macro risks outlined in the forward‑looking statements.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16

OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934

For the month of February 2026

Commission File Number 000-23288

SILICOM LTD.

(Translation of Registrant’s name into English)

14 Atir Yeda St., Kfar-Sava 4464323, Israel

(Address of Principal Executive Offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

 Form 20-F ☒     Form 40-F ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):___

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):___

On February 9, 2026, the Registrant issued a press release: “Cyber Security Leader Selects Silicom Edge System as its High-End Next-Generation Platform”.

Attached hereto are the following exhibits:

Exhibit 99.1 Press Release

This Form 6-K, including all exhibits hereto, is hereby incorporated by reference into all effective registration statements filed by the registrant under the Securities Act of 1933.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	SILICOM LTD. (Registrant)
Date: February 09, 2026	By	/s/ Eran Gilad
	Eran Gilad
	Chief Financial Officer

Exhibit 99.1

Cyber Security Leader Selects Silicom Edge System
as its High-End Next-Generation Platform

– Initial orders totaling over $1M are in hand: full ramp-up

expected to reach ~$2M/year –

KFAR SAVA, Israel – February 9, 2026 – Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that an existing customer, a Tier-1 cyber security leader, has selected one of its Edge systems as the platform for its next generation of a high-end product line. To date, initial orders of over $1M have been received for delivery in 2026, and quantities are expected to ramp to approximately $2 million per year. In parallel, discussions continue about additional products for the customer’s additional product lines.

“This design win demonstrates once again the strength of our product line and the design-win-generating power of our long-term customer relationships,” commented Liron Eizenman, Silicom’s CEO.

“When this prestigious customer first engaged with us several years ago, the focus was solely on networking server adapters. Over time, as they gained confidence in our technology, execution and support, our collaboration broadened to encompass the rest of our product lines. Consequently, last year the customer awarded us a design win for one of our Edge systems. Now, a year later, they have expanded our relationship further with an additional design win, selecting a more sophisticated, higher-end Silicom Edge system as their platform for a next generation product line. This progression underscores the strength of our portfolio: our product lines do not cannibalize one another. Instead, they serve different segments of the customer's roadmap, ensuring that each new design win stacks on top of the last to deliver consistent, additive revenue growth.”

Mr. Eizenman concluded, “Relationships like these, with trust, sales and upsells that build steadily over the years, have given us a thriving core business that is growing faster than we originally projected.  It represents a solid, stable basis from which we can pursue venture-like upside opportunities including AI inference, post Quantum cryptography, and white label switches.”

About Silicom

Silicom Ltd. is an industry-leading provider of high-performance networking and data infrastructure solutions.  Designed to optimize performance and efficiency in Cloud, Data Center and Edge environments, Silicom’s solutions increase throughput and minimize latency, serving as the infrastructure backbone for today’s most critical technologies. Our innovations empower high-demand workloads across Artificial Intelligence (AI) inference, SD-WAN, SASE, cyber security, fabric switching, NFV, and more.

Our comprehensive portfolio, including high-speed server adapters, advanced hardware offloading and acceleration engines, AI NICs, FPGA-based smart cards, Post Quantum Cryptography (PQC) hardware accelerators, white label switches and Edge CPEs, is used by Tier-1 customers throughout the world, including cloud players, service providers and OEMs, to enable their networks to scale efficiently. With engineering excellence, a strong financial position and a legacy of over 400 active Design Wins, Silicom serves as the "go-to" connectivity and performance partner for technology leaders around the globe, and drives the next generation of infrastructure.

For more information, please visit: www.silicom.co.il

Statements in this press release which are not historical data are forward-looking statements which involve known and unknown risks, uncertainties, or other factors not under the company's control, which may cause actual results, performance, or achievements of the company to be materially different from the results, performance, or other expectations implied by these forward-looking statements. These factors include, but are not limited to, Silicom’s increasing dependence for substantial revenue growth on a limited number of customers, the speed and extent to which Silicom's solutions are adopted by the relevant markets, difficulty in commercializing and marketing of Silicom’s products and services, maintaining and protecting brand recognition, protection of intellectual property, competition, disruptions to its manufacturing, sales & marketing, development and customer support activities, the impact of the wars in Gaza and in the Ukraine, attacks on shipping by Huthis in the Red Sea, rising inflation, rising interest rates and volatile exchange rates, as well as any continuing or new effects resulting from the COVID-19 pandemic, and  the global economic uncertainty, which may impact customer demand by encouraging them to exercise greater caution and selectivity with their short-term IT investment plans. The factors noted above are not exhaustive.

Further information about the company’s businesses, including information about factors that could materially affect Silicom’s results of operations and financial condition, are discussed in our Annual Report on Form 20-F and other documents filed by the Company and that may be subsequently filed by the company from time to time with the SEC. These forward-looking statements can generally be identified as such because the context of the statement will include words such as “expect,” “should,” “believe,” “anticipate” or words of similar import. Similarly, statements that describe future plans, objectives or goals are also forward-looking statements. In light of significant risks and uncertainties inherent in forward-looking statements, the inclusion of such statements should not be regarded as a representation by the company that it will achieve such forward-looking statements. The company disclaims any duty to update such statements, whether as a result of new information, future events, or otherwise.

Company Contact: Eran Gilad, CFO Silicom Ltd. Tel: +972-9-764-4555 E-mail: erang@silicom.co.il Investor Relations Contact: Ehud Helft EK Global Investor Relations Tel: +1 212 378 8040 E-mail: silicom@ekgir.com

FAQ

What new business did Silicom Ltd. (SILC) report in this Form 6-K?

Silicom reported that a Tier-1 cyber security customer selected one of its Edge systems as the platform for a next-generation high-end product line, representing a new design win that builds on an existing multi-year commercial relationship with that customer.

How large are the initial orders mentioned by Silicom Ltd. (SILC)?

Silicom states that initial orders totaling over $1 million have been received for its Edge system platform. These orders are scheduled for delivery in 2026 and represent the first phase of demand tied to the customer’s next-generation high-end product line rollout.

What annual revenue level does Silicom Ltd. (SILC) expect from this Edge system win?

Silicom expects quantities for this Edge system design win to ramp to approximately $2 million per year. Management presents this as additive to prior design wins with the same Tier-1 cyber security customer, rather than replacing earlier Silicom product engagements.

How does this customer relationship support Silicom Ltd.’s (SILC) growth strategy?

Silicom’s CEO explains that multiple product lines, including server adapters and Edge systems, serve different parts of the customer’s roadmap. This structure allows each new design win to stack on previous wins, contributing to what Silicom describes as consistent, additive revenue growth from core business relationships.

What future opportunities does Silicom Ltd. (SILC) highlight alongside its core business?

Silicom notes that its growing core business provides a stable base from which it can pursue "venture-like" upside opportunities. The company specifically cites areas such as AI inference, post-quantum cryptography hardware accelerators, and white label switches as additional strategic focus domains.

What risks and uncertainties does Silicom Ltd. (SILC) associate with its forward-looking statements?

Silicom lists risks including dependence on a limited number of customers, pace of market adoption, competition, operational disruptions, geopolitical conflicts, inflation, interest rates, exchange-rate volatility, and lingering effects of COVID-19. It notes these factors may cause actual results to differ from its forward-looking statements.