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Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Phison Electronics
Phison Electronics (8299) investor relations material
Phison Electronics Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Nov, 2026
Executive summary
Q3 revenue reached a record NT$86.076B and basic EPS NT$138.00; 9M revenue and basic EPS were also records at NT$194.932B and NT$325.49.
AI ecosystem solutions supplied 57% of Q3 revenue and grew 88% QoQ, underpinning expansion from storage into AI infrastructure, systems and software.
Auditors issued a qualified review conclusion because material equity-method investee balances and earnings were based on statements not independently reviewed.
Financial highlights
Q3 revenue was NT$86.076B, gross profit NT$51.518B and net profit NT$30.548B; basic EPS was NT$138.00.
9M revenue was NT$194.932B, gross profit NT$121.208B, net profit NT$71.942B and basic EPS NT$325.49.
Q3 operating profit was NT$32.898B, up 24.8% QoQ and 2,210.3% YoY.
October revenue was NT$31.530B, up 2.9% MoM and 346.3% YoY; Jan–Oct revenue was NT$226.462B, up 297.8% YoY.
9M income tax expense was NT$13.006B; inventory obsolescence loss was NT$1.655B, versus a NT$973M reversal gain in 2025.
Outlook and guidance
NAND prices are expected flat or slightly higher in Q4–Q1; management forecasts a strong AI-demand rebound after Lunar New Year, especially in China.
Regular consumer PC demand is expected to remain weak for 18 months; commercial AI PC adoption is expected in H2 2027.
Near-term gross-margin goal is above 50%; management prioritizes gross profit dollars over maintaining the margin percentage.
More than 70% of 2027 NAND sourcing targets had been achieved, with suppliers engaged to secure the balance.
AI Data Platform, edge-AI, customized storage and system solutions are positioned as growth drivers; aiDAPTIV POCs are expected to mature into commercial demand.
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Latest events from Phison Electronics
- Q4 rebounded, but FY2023 earnings fell as operating cash flow turned negative.8299
Q4 2023 - Higher gross margin could not offset lower revenue, earnings and operating cash flow.8299Q3 2023
- Q1 revenue rose 64% YoY as storage mix broadened and AI opportunities advanced.8299Q1 2024
- Record Q2 and H1 2026 results driven by AI, global expansion, and strong financials.8299Q2 2026
- Record Q1 2026 revenue, profit, and margins driven by AI modules and flash memory sales.8299Q1 2026
- Enterprise and AI growth priorities offset weak consumer demand and Q3 margin pressure.8299Q3 2024
- Enterprise and AI growth lifted Q2 profit as inventory builds pressured operating cash flow.8299Q2 2024
- Q1 revenue rose QoQ, while non-consumer/retail products exceeded 70% of sales.8299Q1 2025
- FY24 earnings surged on growth and a NT$4.29bn associate-sale gain.8299Q4 2024
Next Phison Electronics earnings date
Q4 20265 Mar, 2027
Phison Electronics
Next Phison Electronics earnings date
Q4 20265 Mar, 2027
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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.