# EDGAR Filing Document

**Accession Number:** 0000916793
**File Stem:** 0001178913-26-000260
**Filing Date:** 2026-1
**Character Count:** 14397
**Document Hash:** 883cf3a43f561d52d1779a3fc6fd5b77
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001178913-26-000260.hdr.sgml**: 20260129

**ACCESSION NUMBER**: 0001178913-26-000260

**CONFORMED SUBMISSION TYPE**: 6-K

**PUBLIC DOCUMENT COUNT**: 18

**CONFORMED PERIOD OF REPORT**: 20260129

**FILED AS OF DATE**: 20260129

**DATE AS OF CHANGE**: 20260129

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SILICOM LTD.
- **CENTRAL INDEX KEY:** 0000916793
- **STANDARD INDUSTRIAL CLASSIFICATION:** COMPUTER COMMUNICATIONS EQUIPMENT [3576]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 6-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-23288
- **FILM NUMBER:** 26574931

**BUSINESS ADDRESS:**
- **STREET 1:** 14 ATIR YEDA ST.
- **CITY:** KFAR-SAVA
- **STATE:** L3
- **ZIP:** 4464323
- **BUSINESS PHONE:** 97297644555

**MAIL ADDRESS:**
- **STREET 1:** 14 ATIR YEDA ST.
- **CITY:** KFAR-SAVA
- **STATE:** L3
- **ZIP:** 4464323

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SILICOM LTD
- **DATE OF NAME CHANGE:** 19940103

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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 January 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):___

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Silicom Ltd. hereby furnishes its investor presentation under the cover of Form 6-K as Exhibit<u> </u>99.1.

Attached hereto are the following exhibits:

[Exhibit 99.1](exhibit_99-1.htm)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; [Investor Presentation of Silicom Ltd.](exhibit_99-1.htm)

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.

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#### 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.**<br> (Registrant) | **SILICOM LTD.**<br> (Registrant) |
| Date: January 29, 2026 | By | /s/ Eran Gilad |
|  | Eran Gilad | Eran Gilad |
|  | Chief Financial Officer | Chief Financial Officer |

---

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## Exhibit 99.1

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![](exhibit_99-1slide1.jpg)

Silicom Connectivity Solutions Venture Upside. Public Access. AI Inference Post-Quantum Security White-Label Switching January 29, 2026 Investor Presentation

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![](exhibit_99-1slide2.jpg)

Safe Harbor Guidelines & Legal Notes The information presented today contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, anticipated future financial and operating results and Silicom's outlook and prospects. Those statements are based on management's current beliefs, expectations and assumptions, which may be affected by subsequent business, political, environmental, regulatory, economic and other conditions, and are subject to known and unknown risks and uncertainties and other factors many of which are outside Silicom's control, which might cause actual results to differ materially from expectations expressed or implied in the forward looking statements, and which 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 Securities and Exchange Commission (the "SEC"). Therefore, there can be no assurance that actual future results will not differ significantly from anticipated results. Consequently, you are cautioned not to rely on these forward-looking statements. Silicom does not undertake to update any forward-looking statements as a result of new information or future events or developments except as may be required by law. Financial information as presented herein, may be considered "non-GAAP financial measures" under Regulation G and related reporting requirements promulgated by the SEC as they apply to Silicom. Please refer to Silicom's disclosure documents filed or furnished with the SEC, including Silicom's Annual Reports on Form 20-F and/or quarterly reports on Form 6-K, for a reconciliation of non-GAAP measures to the most directly comparable GAAP measures. Silicom provides such non-GAAP data to investors as supplemental data and not in substitution of or replacement for, GAAP measures.

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![](exhibit_99-1slide3.jpg)

Venture Upside. Public Access. Positioned to deliver venture-style upside across AI inference, post-quantum cybersecurity, and white-label switching markets Trusted by industry leaders for complex, high-performance hardware solutions Silicom: An Established Public Company with Startup-Like Upside 20+ Built on 20+ years of IP, engineering excellence, and execution at scale

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![](exhibit_99-1slide4.jpg)

The Investment Thesis Market Scale Large and expanding market opportunities: Al inference ($80-100B), PQC ($3-4B), and WLS ($6-7B) by 2030 $74M cash, $111M working capital and marketable securities (~$20 per share), no debt, and $117M in shareholders equity Financial Strength The Opportunity Venture-style upside in public markets with exposure to three high-growth markets: Al inference, Post-Quantum Cryptography, and White-Label Switching Proven execution platform with 20+ years of IP development, engineering, and delivery of high-performance networking and hardware acceleration solutions The Foundation Early Proof Demonstrable execution traction across all three opportunities, including design wins, initial orders, and advanced customer engagements Customer Leverage A large, global, loyal Tier-1 customer base enabling scalable adoption and long-term growth

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![](exhibit_99-1slide5.jpg)

Three Tectonic Shifts in Technology lnfrastructure Rapidly growing demand for efficient, scalable inference infrastructure as AI focus and investments shift from training to inference at scale AI INFERENCE An inevitable, mandatory transition as quantum threats force a global replacement of legacy cryptography POST-QUANTUM CYBERSECURITY Network Disaggregation expanding well beyond hyperscalers, enabling new challengers to proprietary incumbents WHITE-LABEL SWITCHING These are large TAMs undergoing structural-not cyclical-change, where early positioning is critical

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![](exhibit_99-1slide6.jpg)

Core Business Ahead of Plan - Upsides Build on Strength, Not Repair a Weakness Core Business Momentum 2025 exceeded expectations; resilient demand Double-digit growth planned for 2026 is on track Design-win momentum consistent with 6-year strategic plan The Strategic Context The three upside opportunities (AI, PQC, WLS) are incremental growth engines Not a response to underperformance Designed to enhance momentum, not distract from execution

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![](exhibit_99-1slide7.jpg)

AI lnference: The Next Phase of AI Monetization The Shift ~$80-100B by 2030 AI-Inference hardware/chip TAM ($B) ~$50-60B by 2027 AI economics are rapidly shifting from training-centric to inference-driven Recent multi-billion-dollar investments & acquisitions highlight the strategic value of inference infrastructure Fragmented inference deployments (versus centralized training) create demand for specialized networking solutions The Opportunity Inference infrastructure is expected to represent the majority of long-term AI compute spend Expands the opportunity well beyond hyperscalers to new specialized platforms and architectures

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![](exhibit_99-1slide8.jpg)

Solving the Critical AI lnference Networking Bottleneck Execution Traction (Proof Points) We solve the core problem: Ultra-low-latency networking between chipsets, cards, and servers Deep IP, know-how, and experience delivering high-speed, low-latency solutions for Tier-1 customers Our Right to Win (Proven Expertise & Credibility) Inference-Optimized FPGA-based Solution: Already deployed at customer PoC level Inference-Specific NIC (AI-NIC) Solution: ln design, based on a leading high-performance networking chip Customer 1: First orders placed for utilizing our Inference-Optimized FPGA-based solution at a PoC with a hyperscaler end user Customer 2: Finalizing commercial terms for a commitment to our custom AI-NIC solution Pipeline: Advanced discussions with several additional AI chip companies Our Solutions (Existing Market Proof)

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![](exhibit_99-1slide9.jpg)

Post-Quantum Cryptography (PQC): A Forced Global Upgrade The Shift ~$1-1.5B 2030 2026 The Opportunity ~$3-4B Driven by security risk and regulatory pressure, not technology cycles Long replacement cycles across government and finance create multi-year embedded revenue opportunities Quantum computing threatens all existing public-key cryptography Governments and enterprises must transition to quantum-resistant standards This migration is mandatory, not discretionary

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![](exhibit_99-1slide10.jpg)

A Production-Ready Solution for an Inevitable Transition Execution & Timing Advantage Our Solution (Differentiated & Ready) One of the only mature, end-to-end hardware-based PQC accelerator solutions currently available Delivers clear economic advantages versus alternative approaches Our Right to Win (Strong Legacy in Crypto Acceleration) We are an established supplier of hardware accelerators for current public-key cryptography Backward compatibility and migration complexity favor our proven, experienced platform The "Harvest now, decrypt later'' threat is driving immediate adoption Our FPGA-based solution allows flexible remote updates as standards evolve Traction: Selected by two leading customers for early deployments; robust and growing pipeline

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![](exhibit_99-1slide11.jpg)

White-Label Switching (WLS): Infrastructure Disruption The Opportunity White-Label Switching vs. Proprietary lncumbents Market Share Transition The Shift Network operators are transitioning from proprietary hardware to disaggregated, white-label solutions This trend mirrors prior industry transitions in servers and storage Adoption is expanding well beyond hyperscalers into enterprises and service providers Ongoing cost pressure and growing demand for flexibility are fueling the transition Creates a clear opportunity to capture share from entrenched proprietary incumbents White-Label Switching Proprietary Incumbents ~$7-9B ~$12-15B

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![](exhibit_99-1slide12.jpg)

A Natural Extension of Our Core Expertise Our Solution (Leveraging Core Expertise) White-Label Switching We are already a leading supplier of white-label networking solutions, including Edge servers, SD-WAN, and SASE platforms IP, know-how, and customer relationships are directly transferable to switching Our Right to Win (Market Credibility and Timing) Leverages our established reputation as a trusted white-label networking provider Switching costs support durable customer relationships once we are embedded Silicom White-Label Platform (Edge, SD-WAN, SASE) Execution Traction Designed and shipped initial quantities of three WLS platform types to a leading security customer Pipeline: Active discussions with additional customers on follow-on opportunities

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![](exhibit_99-1slide13.jpg)

A Foundation Built on 20+ Years of High-Performance Execution 20+ Years delivering high-performance networking, edge compute, hardware accelerators, and FPGA-based solutions Global Presence: USA (~75%), EMEA, APAC Proven Engineering & IP coupled with strong, repeatable customer relationships forming a deep pipeline Leading supplier of Edge/CPE units, SD-WAN/SASE systems, Smart NICs, and FPGA-based cards 200+ Global Customers including Tier-1 Market Leaders

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![](exhibit_99-1slide14.jpg)

A Fortress Balance Sheet to Fund Growth and De-Risk lnvestment Provides flexibility to invest in growth while maintaining a conservative financial profile \* As of December 31st, 2025 Cash & Cash Equivalents Working Capital + Marketable Securities Total Debt Shareholders Equity $74M $111M (~$20/share) $0 $117M

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![](exhibit_99-1slide15.jpg)

A Stable, Growing Core Business Powering New Opportunities Three Structural Growth Markets Uniquely positioned at the intersection of Al Inference, PQC, and White-Label Switching Venture-Style Upside Early execution and design wins demonstrate a clear path to capturing a share of massive TAMs Public Market Access Built on the de-risked foundation of a growing core business with a fortress balance sheet and 20+ years of Tier-1 customer trust The Convergence: A Unique Investment Profile

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![](exhibit_99-1slide16.jpg)

Venture Upside. Public Access.

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