Phison Revenue Record Points to Strong NAND Controller Demand

StorageNewsletter reports that Phison Electronics set a monthly revenue record in June 2026. The compact payload cites NT$24.853 billion in consolidated revenue, a 9% sequential increase and more than a 300% year-over-year gain. First-half revenue reached NT$108.855 billion, up more than 240% from the prior year. For RamTrend, this is a meaningful downstream NAND signal. Phison sells NAND controller ICs and storage solutions, so a sharp revenue jump suggests strong activity in SSD and embedded-storage channels. It does not directly prove higher NAND wafer pricing, but it supports the broader picture of healthier storage demand in 2026.