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Silicom Ltd. gets initial orders for Edge system

Silicom Ltd. said an existing Tier-1 cyber security customer selected one of its Edge systems to serve as the platform for a next-generation, higher-end product line, and initial orders totaling more than $1 million were received for delivery in 2026 with quantities expected to ramp to about $2 million per year.

The company described a multi-year expansion of the customer relationship that began with networking server adapters and later extended to other Silicom product lines; discussions were said to be ongoing regarding additional products across the customer's roadmap.

Silicom's materials stated that its solutions are designed to optimize performance and efficiency in Cloud, Data Center and Edge environments, increase throughput and minimize latency, and that its portfolio includes high-speed server adapters, hardware offloading and acceleration engines, Artificial Intelligence (AI) NICs, FPGA-based smart cards, post quantum cryptography hardware accelerators, white label switches and Edge CPEs.

The release noted that the customer awarded a design win for one of Silicom's Edge systems last year and that a subsequent design win selected a more sophisticated, higher-end Edge system as the platform for the new product line; initial orders were reported for 2026 and the companies said they expected order quantities to grow in following years.

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

The press release contained forward-looking statements that involved risks and uncertainties and identified factors such as Silicom's increasing dependence on a limited number of customers, the speed and extent of solution adoption and commercialization, protection of intellectual property, competition, disruptions to manufacturing, sales, development or support activities, geopolitical events, inflation, interest rates and exchange rate volatility, effects of the COVID-19 pandemic, and global economic uncertainty.