Phison
Electronics · Taiwan · 1K - 5K Employees
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Overview
Headquarters
no.1 Qun Yi Rd. Jhunan, Miaoli, Taiwan, ...Phone Number
+886 37586896Website
www.phison.comRevenue
$2.2 BillionIndustry
About Phison
Phison Org Chart
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Phison News & Media
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND Flash supply tight for many years. He said 2027 capacity constraints will be even more severe than in 2026, leaving room for further price gains, though the pace of increases will gradually narrow.Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now extend visibility into first half 2027.Phison says AI demand could erase NAND memory's boom-and-bust cycle
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.Phison says NAND shortage has no end in sight as orders are booked into 2Q27
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
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Frequently Asked Questions Regarding Phison
Phison Electronics Corporation is a leading semiconductor company specializing in the design, development, and delivery of NAND flash controllers and advanced storage solutions for consumer, industrial, automotive, enterprise, and embedded applications. The company focuses on developing innovative technologies that enable reliable, high-performance... Read More
