Phison September revenue up 370% YoY as AI modules pass half of sales
Phison reported September 2026 consolidated revenue of NT$30.639 billion, up 8% month-on-month and 370% year-on-year, with third-quarter revenue of NT$86.077 billion (up 27% QoQ and 375% YoY) and first-nine-month revenue of NT$194.932 billion, up 290% YoY — all record highs for the respective periods. CEO Pua Khein-Seng said AI Ecosystem modules, including eSSD, aiDAPTIV solution, AI PC, AI Networking, AI Server and Boot Drive, accounted for more than 50% of September revenue. He also said deployments of the company's AI Data Platform in medical settings reached 90% user satisfaction, with document production time in some workflows cut by more than 50%.
It is a supply-chain read on how AI demand is spreading from data centres into storage, edge devices and on-premises enterprise deployments.
NAND 控制晶片暨 AI 應用儲存解決方案廠商群聯公佈了 2026 年 9 月份營運結果，單月合併營收達新台幣 306.39 億元，較上月成長 8%，較2025年同期大幅成長 370%。第三季合併營收達新台幣 860.77 億元，較第二季增加 27%、較2025年同期也增加 375%。累計 ，2026 年前三季合併營收達新台幣 1,949.32 億元，年增 290%，均創歷年同期新高。
群聯電子執行長潘健成表示，AI 與伺服器市場需求依舊強勁，AI 正在從大型資料中心持續向企業、工廠、醫療、教育及各種工作場域延伸，而這也帶動儲存、運算、網路及AI 基礎建設相關需求同步成長。