September 2026 Revenue: NT$30.6B, +370.3% YoY — Phison Electronics

Summary

Phison Electronics posted September 2026 revenue of NT$30.6B (NT$30,638,984K), up 370.3% year-over-year and 8.4% month-over-month — the fifth consecutive month above NT$20B and a new monthly record. The company attributed the surge to growth in both total shipment volumes and average selling prices, a dual driver consistent with enterprise SSD controller demand tied to AI server build-outs. YTD revenue of NT$194.9B already exceeds the full-year 2025 run-rate implied by the prior-year YTD of NT$49.9B by nearly 4×, signaling a structural step-change rather than a cyclical bounce.

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) reported monthly revenue for September 2026 (ROC 11509) as follows: • September 2026 revenue: NT$30,638,984K (NT$30.6B) • August 2026 revenue: NT$28,275,661K (NT$28.3B) → MoM change: +8.4% • September 2025 revenue: NT$6,515,278K (NT$6.5B) → YoY change: +370.3% • YTD Jan–Sep 2026 cumulative revenue: NT$194,931,541K (NT$194.9B) • YTD Jan–Sep 2025 cumulative revenue: NT$49,865,433K (NT$49.9B) → YTD YoY change: +290.9% Management note (備註): Revenue growth was driven by increases in both total shipment volume and average selling price (ASP). Filing date: October 11, 2026 (ROC 1151011). Context: Phison is the world's leading NAND flash controller and enterprise SSD solution vendor. The simultaneous ASP and volume expansion points to strong enterprise and AI-server SSD controller uptake, where Phison supplies PCIe Gen5 controllers to major SSD ODMs. The YoY comparison base was depressed by the 2025 NAND downcycle trough, but the MoM acceleration (+8.4%) on top of already elevated levels confirms demand is not merely base-effect driven.