What Phison makes for data centers
public · HQ Taiwan
Phison is a publicly listed company and based in Taiwan. It appears on 2 parts of the AI data center — Drives and Controllers — in the role of manufacturer. Those parts sit in Layer 2 — Memory & storage. Its shares trade on Taipei Exchange (TPEx) as 8299.TWO.
Listing
Taipei Exchange (TPEx): 8299.TWO· 1880 TWD -2.34% · mkt cap 415.8B TWD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
2 parts across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 2 — Memory & storage
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Drives | manufacturer | disclosed | Kioxia, Micron, SK Hynix, Samsung Electronics, SanDisk, Seagate | Pascari |
| Controllers | manufacturer | disclosed | Kioxia, Marvell, Microchip, Micron, Samsung Electronics, Silicon Motion |
Where Phison sits in the stack
Phison's placements in this catalog cover 2 parts, all in layer 2, memory & storage. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Drives — The physical NVMe SSD units themselves, in the dense form factors common in AI compute trays, installed directly in a server or storage node.
- Controllers — The chip inside or paired with an SSD that manages NAND wear-leveling, error correction, and the drive's host interface.
Closest peers in this catalog
| Company | Shared parts | Including | |
|---|---|---|---|
| Kioxia | 2 | Drives, Controllers | |
| Micron | 2 | Drives, Controllers | |
| Samsung Electronics | 2 | Drives, Controllers | |
| Marvell | 1 | Controllers | |
| Microchip | 1 | Controllers | |
| SanDisk | 1 | Drives |
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 30,639 | 8.4% | 370.3% |
| 2026-08 | 28,276 | 4.1% | 376.5% |
| 2026-07 | 27,162 | 9.3% | 377.6% |
| 2026-06 | 24,853 | 8.9% | 301.0% |
| 2026-05 | 22,828 | 13.0% | 301.2% |
| 2026-04 | 20,207 | 10.3% | 236.6% |
| 2026-03 | 18,317 | 50.1% | 221.5% |
| 2026-02 | 12,198 | 16.7% | 169.4% |
| 2026-01 | 10,452 | 20.0% | 189.3% |
| 2025-12 | 8,712 | 24.1% | 92.7% |
| 2025-11 | 7,022 | -0.6% | 62.0% |
| 2025-10 | 7,065 | 8.4% | 90.1% |
Latest feed
- Phison posts record September revenue as AI tops half of sales — DigiTimes, 2026-10-10Phison reported record revenue for September driven largely by its memory products, with AI-related sales exceeding half of its total revenue.
- Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40% — DigiTimes, 2026-09-07Phison anticipates that NAND Flash supply will remain constrained through 2027, challenging projections of a quick return to oversupply.
Questions about Phison
- What does Phison make for AI data centers?
- This catalog places Phison on 2 parts: Drives (manufacturer) and Controllers (manufacturer).
- Is Phison publicly traded?
- Yes — Phison is listed on Taipei Exchange (TPEx) under 8299.TWO. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Phison based?
- Taiwan, per the company record in this catalog.
- Who else makes drives for AI data centers?
- Kioxia, Micron, SK Hynix, Samsung Electronics, SanDisk and Seagate are also placed on Drives in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Phison the mix is 2 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.