PSMC's Pua Khein-Seng: NAND Shortage to Intensify by 2027, High-Margin 'Sweet Spot' Won't Last Forever
3 hour ago / Read about 0 minute
Author:小编   

AI-driven storage demand is reshaping the growth landscape of the semiconductor industry. On August 13, Phison Electronics, a giant in NAND control chips and storage solutions, released its second-quarter financial report, revealing a record-high quarterly revenue of NT$67.888 billion (approximately RMB 14.229 billion) and net profit of NT$26.219 billion (approximately RMB 5.496 billion), with year-on-year increases of 279.5% and 3419.3%, respectively. Notably, revenue from the AI ecosystem accounted for over 38%, becoming the core growth engine.

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