June 2026 Revenue: NT$24.9B, +301.0% YoY — Phison Electronics

Summary

Phison Electronics (8299) reported June 2026 revenue of NT$24.85B (NT$24,852,784 thousand), rising 8.9% month-over-month from May's NT$22.83B and surging 301.0% year-over-year versus NT$6.20B in June 2025, with the company attributing the gain to higher total shipment volumes and rising average selling prices. The triple-digit YoY expansion reflects both a favorable base effect from the NAND cycle trough and genuine demand acceleration in NAND flash controller ICs tied to AI-driven enterprise SSD and client storage upgrades. On a YTD basis, cumulative revenue through June reached NT$108.9B, up 243.1% over the NT$31.7B recorded in the same period last year.

Filed	P₀	P₊₅	+5d
Sep 17, 2026	₩1,970	₩2,215	+12.44%
Aug 17, 2026	₩2,085	₩2,175

Filed

P₀

P₊₅

+5d

Sep 17, 2026

₩1,970

₩2,215

+12.44%

Aug 17, 2026

₩2,085

₩2,175

Full Translation

Phison Electronics (TWSE: 8299) — June 2026 Monthly Revenue Filing Reporting Period: June 2026 (ROC 115/06) Filing Date: July 11, 2026 Industry: Semiconductors Monthly Revenue • June 2026 (current month): NT$24,852,784 thousand (≈ NT$24.85B) • May 2026 (prior month): NT$22,827,979 thousand (≈ NT$22.83B) • June 2025 (same month, prior year): NT$6,197,679 thousand (≈ NT$6.20B) • Month-over-month change: +8.87% (+NT$2.02B) • Year-over-year change: +301.00% (+NT$18.66B) Cumulative YTD Revenue (Jan–Jun) • Jan–Jun 2026 (current YTD): NT$108,855,209 thousand (≈ NT$108.86B) • Jan–Jun 2025 (prior-year YTD): NT$31,728,636 thousand (≈ NT$31.73B) • YTD year-over-year change: +243.08% (+NT$77.13B) Company Note: Revenue increase attributable to growth in both total shipment volume and average selling prices. Analyst Context: Phison is the world's leading independent NAND flash controller IC designer and a key SSD solution provider. The +301% YoY print—the fifth consecutive month of triple-digit YoY growth—signals a powerful upcycle driven by AI inference storage demand, enterprise PCIe Gen5 SSD ramps, and a normalization of customer inventory. The simultaneous MoM acceleration (+8.9%) into the seasonally softer June period underscores the structural rather than purely cyclical nature of this recovery. The 2025 base was severely depressed by a NAND oversupply-driven inventory correction, amplifying the YoY magnitude.