SILC SILICOM LTD.
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Executive Summary
Silicom announced a design win with a Tier-1 global cyber security leader for a new range of white-label switches, with annual sales expected to reach approximately $5 million after full ramp-up. First production orders are expected during 2026, and discussions for higher-end switches are underway.
Actionable Insight
This design win opens a new product line and validates Silicom's engineering capabilities, with potential for follow-on orders. Monitor for production order announcements and any additional customer wins in white-label switching, which could drive revenue growth beyond the current $5M run-rate.
Key Facts
- Design win with a Tier-1 global cyber security leader for white-label switches
- Annual sales expected to reach approximately $5 million after full ramp-up
- Samples already delivered; first production orders expected in 2026
- Discussions underway for higher-end switches for next-generation systems
- Establishes white-label switching as a new product line for Silicom
Financial Impact
Approximately $5 million in annual revenue after full ramp-up, representing roughly 8% of FY2025 revenue of $61.9M
Risk Factors
- Revenue ramp depends on customer production timelines and order volumes
- Customer concentration risk if this single Tier-1 customer represents a large share of new revenue
- Execution risk in scaling production of a new product line
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002880 |
| Document: zk2635411.htm | 0001178913-26-002880 |
| Document: 0001178913-26-002880-index-headers.html | 0001178913-26-002880 |
| Document: 0001178913-26-002880-index.html | 0001178913-26-002880 |
| Document: 0001178913-26-002880.txt | 0001178913-26-002880 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 26, 2026
14d ago
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6-K
| $47.53 $44.71 | ▼ −5.93% | ▼ −7.15% | $43.32 (−8.86%) |
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May 18, 2026
22d ago
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Insider Cluster
| $42.87 $47.53 | ▼ −10.87% | ▼ −9.25% | $43.32 (−1.05%) |
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May 7, 2026
4w ago
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Insider Cluster
| $44.25 $50.98 | ▼ −15.21% | ▼ −12.91% | $43.32 (+2.10%) |
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May 7, 2026
4w ago
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Insider Cluster
| $44.25 $46.93 | ▼ −6.06% | ▼ −4.55% | $43.32 (+2.10%) |
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May 5, 2026
5w ago
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6-K
| $46.28 $43.18 | ▼ −6.70% | ▼ −8.68% | $43.32 (−6.40%) |
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May 5, 2026
5w ago
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6-K
| $46.28 $43.18 | ▼ −6.70% | ▼ −8.68% | $43.32 (−6.40%) |
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Apr 28, 2026
6w ago
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20-F
| $27.54 $46.28 | ▲ +68.05% | ▲ +66.35% | $43.32 (+57.30%) |
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Apr 15, 2026
7w ago
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6-K
| $23.73 $30.69 | ▲ +29.33% | ▲ +27.69% | $43.32 (+82.55%) |
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Mar 31, 2026
10w ago
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6-K
| $21.10 $21.97 | ▲ +4.12% | ▲ +0.18% | $43.32 (+105.31%) |
US Market Status
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