August 2026 Revenue: NT$28.3B, +376.5% YoY
Original: 2026年8月 月營收 - 28,275,661千元 (MoM +4.1%, YoY +376.5%)
Summary
Phison Electronics (8299) posted August 2026 monthly revenue of NT$28.28B (NT$28,275,661 thousand), surging +376.5% year-over-year — the company attributed growth to higher total shipment volumes and rising average selling prices, a pattern consistent with strengthening enterprise SSD controller and NAND module demand tied to AI infrastructure deployments. Month-over-month revenue grew +4.1% from NT$27.16B in July, marking continued sequential expansion. Year-to-date cumulative revenue through August reached NT$164.3B, up +279.0% versus the same eight-month period in 2025.
Full Translation
Phison Electronics (TWSE: 8299) — August 2026 Monthly Revenue Filing
Monthly Revenue (August 2026): NT$28,275,661 thousand (NT$28.28B)
Prior Month (July 2026): NT$27,161,687 thousand (NT$27.16B) → MoM change: +4.1%
Same Month Last Year (August 2025): NT$5,933,811 thousand (NT$5.93B) → YoY change: +376.5%
YTD Cumulative Revenue (Jan–Aug 2026): NT$164,292,557 thousand (NT$164.3B)
YTD Cumulative Revenue (Jan–Aug 2025): NT$43,350,155 thousand (NT$43.4B) → YTD YoY change: +279.0%
Filing Note (備註): Revenue increase attributed to growth in both total shipment volume and average selling prices.
Context: The +376.5% YoY print reflects the depth of the 2025 NAND trough base; Phison is the world's largest third-party NAND controller IC designer and a significant enterprise SSD module supplier. The dual driver of volume + ASP cited in the filing note points to a demand-led recovery rather than inventory restocking alone — a constructive signal for the broader NAND and AI storage supply chain.