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Phison reports 673% year-over-year profit growth in November driven by NAND controller demand
Friday, December 12, 2025 at 01:15 AM
Phison reported a significant surge in profitability for November, with earnings increasing 673% compared to the same period last year. Notably, the profit recorded in November alone accounted for 76% of the company's total earnings for the third quarter, signaling strong demand for NAND and SSD controllers.
Context
Phison reported robust financial results for November 2025, with consolidated revenue reaching NT$7.02 billion. This figure marks a record high for the month, reflecting a substantial 62% year-over-year increase, despite a slight 0.6% month-over-month dip. The company also demonstrated significant growth in controller shipments, with overall controller shipments rising 84% year-over-year and PCIe SSD controller shipments surging by 118% year-over-year.
This strong performance builds on an already impressive October and a solid third quarter, signaling a sustained rebound for Phison. The positive momentum is largely driven by escalating demand from AI and hyperscale/cloud workloads, which are fueling structural growth in data storage. Furthermore, the NAND market continues to face tight supply and rising prices, with reports indicating a doubling of NAND flash prices in six months. This market dynamic is expected to support higher average selling prices and provide near-term margin tailwinds for Phison, as NAND capacity expansion remains cautious.
Sources (8)
Fetched web pageNAND shortage drives Phison stock surge, AI demand ...NAND prices double in six months; Phison CEO predicts ...Phison CEO Predicts Decade-Long NAND Shortage Amid ...NAND Flash Prices Doubled in Six Months, Warns Phison ...Phison Electronics posts strong September profits as NAND supply ...[PDF] Phison Announcement July 8th 2025 Dear Investor/Analyst ...PHISON ELECTRONICS CORP (8299.TWO) Q3 FY2025 earnings ...
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