8299
군련전자
Phison Electronics posted May 2026 revenue of NT$22.83B, up 301.2% YoY and 13.0% MoM, with the company attributing the surge to higher total shipment volumes and average selling prices. The triple-digit YoY acceleration extends a steep ramp consistent with tight NAND/enterprise SSD supply and AI-driven storage demand, with YTD revenue now at NT$84.00B (+229.0% YoY).
Phison Electronics (TPEx: 8299) reported Q1 2026 revenue of NT$41.0B, operating income of NT$14.8B, and net income of NT$15.2B, delivering basic EPS of NT$68.80. The ~36% operating margin and high-double-digit quarterly EPS materially outpace typical semiconductor-sector norms, signaling exceptionally strong NAND controller pricing and product mix.