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Phison CEO foresees years of NAND shortage, AI growth opportunity
Aug 17, 2026 · The CEO's outlook on a multi-year NAND shortage suggests sustained pricing power for memory manufacturers and potential
Phison reports Q2 record profit as AI storage demand surges
Aug 14, 2026 · Phison's record quarterly profit driven by AI storage demand signals strong growth in the semiconductor sector tied to a
Phison 1H26 revenue tops NT$100B; AI orders extend to 1H27
Jul 9, 2026 · This indicates strong and sustained demand for AI-related memory solutions, suggesting continued growth for companies in
Phison: AI demand could end NAND memory boom-bust cycle
Jul 6, 2026 · This signals a potential structural shift in the NAND memory market, suggesting more stable and predictable demand drive
Phison sees NAND shortage continuing, orders booked into 2Q27
Jun 23, 2026 · This signals sustained high demand and potential pricing power for NAND flash memory, impacting the broader semiconducto
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