Phison Electronics announced its operating results for September 2025. Consolidated revenue was NT$6.515 billion, with a monthly growth of nearly 10% and an annual growth of 47%, the second highest single month in history. Cumulative revenue from 2025 to September will reach NT$49.865 billion, a new high for the same period in history.
Pan Jiancheng, CEO of Phison Electronics, said that total control chip shipments in September grew by 35% year-on-year. Among them, the monthly shipment volume of PCIe SSD control chips has increased significantly by nearly 300% compared with the same period in 2024, setting a new record. At the same time, the cumulative number of NAND storage bits shipped through September has also increased by nearly 11% annually, also hitting a record high for the same period in history, indicating that global demand for NAND storage applications continues to be robust and booming.
Pan Jiancheng pointed out that, as in our previous market forecast, as the demand for AI inference continues to rise, there has been a huge new demand for data storage, which has gradually caused an imbalance between supply and demand in the NAND industry. In this regard, Phison has made many arrangements in advance and will continue to work closely with NAND original suppliers to ensure stable supply to meet the urgent needs of global customers for high-performance storage.
Pan Jiancheng further emphasized that the current demand for enterprise-level SSDs continues to grow, and coupled with the tight market environment of NAND supply, Phison enterprise-level SSDs are accelerating the introduction of more customer server systems to further expand market share. At the same time, our aiDAPTIV+ technology continues to expand its design-in into PC platforms equipped with iGPU (integrated GPU), which shows that PC OEM customers are actively deploying edge AI inference application scenarios, which helps Phison continue to expand the application fields of aiDAPTIV+.
As for control chips, Phison has also continued to expand its market share in the mobile phone and PC OEM markets. This will not only lay a deeper foundation for the company's long-term stable growth, but will also provide a positive injection into the company's revenue. We will continue to combine product technology advantages and market layout rhythm to provide more competitive solutions for global customers.