Q1 2026 Earnings: Revenue NT$41.0B, EPS NT$68.80
Original: 2026年第1季財報 - EPS 68.80元 (TPEx)
Summary
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.
Full Translation
Phison Electronics Co., Ltd. (TPEx: 8299), a Taiwan-listed semiconductor company specializing in NAND flash controllers and storage solutions, released its Q1 2026 (ROC year 115, Q1) quarterly earnings filing on June 18, 2026. Revenue for the quarter came in at NT$40,966,953 thousand (approximately NT$41.0 billion). Operating income reached NT$14,840,530 thousand (NT$14.8B), implying an operating margin of roughly 36.2%. Non-operating income and expenses contributed an additional NT$3,057,314 thousand (NT$3.1B). Net income after tax totaled NT$15,174,981 thousand (NT$15.2B), and basic earnings per share were NT$68.80 on a common-share par value of NT$10.00. The combination of an outsized operating margin and a sharply high quarterly EPS suggests the company is capturing significant upside from the current NAND flash up-cycle and AI-storage demand, with profitability well above typical mid-cap Taiwan semiconductor peers.