HSIQ Q4 Earnings Exceed Expectations, Projecting 2026 Q1 Revenue Growth 5%-10% - SIMO-US

[Para 1: The Lead] HSIQ (SIMO-US), a leading semiconductor solutions provider, exceeded market expectations in its Q4 2025 financial report, reporting a revenue of $278.46 million, a 15% sequential increase and 46% year-over-year growth. The company's gross margin stood at 49.2%, with net profit of $42.71 million, equating to $1.26 per diluted American Depositary Receipt (ADR). HSIQ anticipates a 5%-10% sequential revenue growth in Q1 2026, projecting a 76%-84% year-over-year increase, with a gross margin forecasted at 46%-47%. [Para 2-3: Supporting details & Context] HSIQ's Q4 performance was bolstered by significant growth across its three product lines. SSD controller chips saw a 25%-30% sequential increase, eMMC/UFS controller chips grew 5% or remained stable, and SSD solutions experienced a 125%-130% sequential surge. Compared to the same period last year, SSD controller chips grew 35%-40%, eMMC and UFS controller chips increased 50%-55%, and SSD solutions expanded 110%-115%. For 2025, HSIQ reported a total revenue of $885.63 million, a 10% year-over-year growth, with a gross margin of 48.3%, up 2.3 percentage points from the previous year. Net profit for the year was $119.982 million, with earnings per diluted ADR of $3.55. Looking ahead, HSIQ projects a 76%-84% year-over-year revenue growth in Q1 2026, driven by increased market share, expanded customer and product portfolio, and sustained momentum in new markets.