Phison Electronics' January Revenue Surpasses NT$10.452 Billion, Up 189% Year-on-Year

Philink Electronics recently announced that its January 2026 revenue reached NT$10.452 billion (approximately US$334 million), a significant increase of 189% year-on-year and 19.97% month-on-month, marking the first time its monthly revenue has exceeded NT$10 billion. This growth was primarily driven by strong global demand for high-end storage solutions, particularly in data centers and artificial intelligence applications, boosting its enterprise-grade SSD and high-value-added customized storage businesses. In January, its total controller shipments increased by 160% year-on-year, with industrial-grade controllers growing by nearly 70%, and bit shipments also increasing by 51%, demonstrating the significant effectiveness of its strategy in the mid-to-high-end market.

The company's analysis indicates that the NAND flash memory industry continues to experience supply shortages due to conservative capacity expansion by major manufacturers, and the supply-demand imbalance is unlikely to ease in the short term. Against this backdrop, the company is prioritizing resources in high-value-added areas such as enterprise-grade and AI storage, and continues to support mid-to-high-end customized projects in PC OEMs and the Internet of Things (IoT) sector.

In response to market supply and demand, Phison stated that even with some manufacturers planning to increase production, it will still be difficult to meet the huge demand, and the global NAND supply gap is estimated to remain close to 20%. With AI inference bringing almost unlimited storage demand, the tight supply and rising prices are expected to continue. In the future, Phison will continue to leverage its technological leadership and supply chain optimization capabilities to expand its AI-related product and ecosystem offerings to maintain a competitive edge amidst industry fluctuations.