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Phison Electronics
Phison Electronics (8299) investor relations material
Phison Electronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Mar, 2026
Executive summary
Achieved record-high Q4 revenue of TWD 22.799 billion and gross profit of TWD 9.5 billion, with gross margin at 41.6%-41.7%.
AI-driven NAND demand is surging, causing shortages and price hikes, with no short- to mid-term relief in sight.
Shifted business focus from consumer to enterprise and embedded segments, with enterprise SSD revenue set to exceed 30% in Q1 and expected to be the largest contributor in 2026.
25 years of R&D expertise positions the company to capitalize on AI-driven opportunities and expand high-value revenue.
Maintained strong relationships and LTAs with all major NAND and DRAM suppliers to secure supply amid industry shortages.
Financial highlights
4Q25 revenue reached NT$22.799B, up 25.7% QoQ and 81.3% YoY, setting a new quarterly record.
4Q25 gross profit was NT$9.5B, up 61.6% QoQ and 145.1% YoY, also a record high.
4Q25 gross margin was 41.6%-41.7%, with EPS at 21.7-21.74, despite increased R&D and CapEx.
R&D expenses in Q4 rose to TWD 5.2 billion, up nearly 40% QoQ; full-year R&D expense was TWD 13 billion.
February 2026 revenue reached NT$12.198B, up 17% MoM and 180% YoY, a new monthly record.
Outlook and guidance
Enterprise SSD/module revenue share to surpass 30% in Q1, with further growth expected in 2026.
AI storage and edge AI platform solutions are positioned as the next growth engine.
Gross margin expected to remain above historical average due to product mix and inventory strategy.
NAND and DRAM supply remains tight, with prices rising sharply; management expects continued strong demand and revenue growth in coming quarters.
R&D expenses will continue to increase to support advanced technology development.
How does Phison 3.0 address AI storage demand?
4Q25 gross margin drivers
What is the outlook for NAND supply and pricing?
Key drivers for enterprise SSD revenue growth
Phison's strategy for securing NAND supply
Timeline for aiDAPTIV+ market availability
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Next Phison Electronics earnings date
Q1 20266 May, 2026
Phison Electronics
Next Phison Electronics earnings date
Q1 20266 May, 2026
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Frequently asked questions
Phison Electronics Corp, established in November 2000 in Hsinchu, Taiwan, is a leading provider in the NAND flash memory controller market. The company began its journey with the world's first single-chip USB flash drive IC and has since expanded its product line to include a wide range of NAND Flash controllers and applications, such as USB, SD, eMMC, PATA, SATA, PCIe, and UFS. Phison is recognized for its contributions to the NAND flash industry, offering solutions across consumer, industrial, and enterprise applications. It also provides integrated circuit (IC) design, system integration design services, and information and software services, catering to a variety of devices including PCs, mobile devices, PlayStations, and laptops. The company operates globally, with a presence in Asia, Europe, the US, and Australia. The company's headquarters are located in Miaoli, Taiwan, and it is listed on the Taipei Exchange.
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