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The NAND Cycle — Storage for the AI Data Explosion · The Memory Wall — HBM, DRAM, NAND & the AI Memory Cartel

8299.TW

Phison Electronics
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Dominant client SSD controller maker. PCIe SSD shipments +280% YoY in October 2025.

What they do

Taiwanese maker of SSD controllers (the tiny chip inside every SSD that orchestrates reads and writes). Over 20% global share, over 40% in automotive-grade. PCIe SSD shipments +280% YoY October 2025; sold out through 2026. Stock more than doubled in 6 months. Q4 2025 record EPS NT$21.74.