July 2026 Revenue: NT$27.2B, +378% YoY — Phison Electronics

Summary

Phison Electronics (TWSE: 8299) reported July 2026 revenue of NT$27.16B (NT$27,161,687 thousand), a dramatic +377.6% year-over-year surge from NT$5.69B in July 2025, with the company citing higher total shipment volumes and improved average selling prices as key drivers. On a sequential basis, revenue rose +9.3% from NT$24.85B in June 2026, extending the growth momentum. The triple-digit YoY expansion is consistent with accelerating enterprise SSD and NAND controller demand tied to AI infrastructure buildout and a strong cyclical recovery in the storage semiconductor segment.

Filed	P₀	P₊₅	+5d
Jul 17, 2026	₩1,785	₩1,850	+3.64%
Jun 17, 2026	₩2,330	₩2,520

Filed

P₀

P₊₅

+5d

Jul 17, 2026

₩1,785

₩1,850

+3.64%

Jun 17, 2026

₩2,330

₩2,520

Full Translation

Phison Electronics (群聯; TWSE: 8299) — Semiconductor Industry Monthly Revenue (July 2026): • This month: NT$27,161,687 thousand (~NT$27.16B) • Prior month (Jun 2026): NT$24,852,784 thousand (~NT$24.85B) → MoM +9.3% • Same month last year (Jul 2025): NT$5,687,708 thousand (~NT$5.69B) → YoY +377.6% Year-to-Date Revenue (Jan–Jul 2026): • 2026 YTD cumulative: NT$136,016,896 thousand (~NT$136.02B) • 2025 YTD cumulative: NT$37,416,344 thousand (~NT$37.42B) • YTD YoY growth: +263.5% Management Note: Growth attributed to increases in both total shipment volume and average selling prices. Context: Phison is a leading NAND flash controller IC designer and enterprise SSD solution provider. The near-4x YoY revenue jump in July — combined with a 2.6x YTD gain — signals sustained, broad-based demand acceleration rather than a one-month anomaly. The dual driver of volume and pricing is particularly notable in the NAND space, where pricing had been depressed through much of 2024–2025. This print likely reflects AI server SSD content growth, hyperscaler procurement, and a tightening controller supply environment.