Taiwan Memory Controller Designers Ride AI Storage Demand Into 2026

DigiTimes says Taiwan's memory chip designers are heading for much stronger 2026 revenue, helped by rising memory prices and AI-driven demand. The title points to a 245% revenue jump and names NAND-linked firms including Phison and Silicon Motion, making this one of the clearer signals in the batch for storage-side memory momentum. The RamTrend takeaway is that AI demand is not only supporting HBM and server DRAM. It is also improving the outlook for NAND controllers and storage silicon tied to data-center workloads. If higher-value AI and data-center applications keep replacing weaker consumer electronics demand, suppliers in the NAND controller ecosystem may see better mix and stronger pricing conditions.