Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

Phison’s NT$100B+ H1 revenue stems not from smartphone recovery but AI infrastructure’s insatiable demand for high-performance storage controllers. The 56x surge in PCIe SSD shipments signals a shift from AI training to inference deployment, forcing NAND suppliers to fast-track 176+ layer 3D stacking. Meanwhile, mobile controller growth reflects Taiwan, China-based IC designers locking in custom IP deals with U.S. AI chipmakers to sidestep export controls. Yet overreliance on a few hyperscalers creates vulnerability—if U.S. restrictions extend to SSD controllers, supply chains could fracture. Rivals like Marvell and Silicon Motion will accelerate CXL memory pooling investments to dominate next-gen datacenter interconnects. Over the next 18 months, controller IP autonomy will become the silent determinant of regional semiconductor resilience in the AI hardware arms race.