Phison Electronics Corp (ROCO:8299)

Q3 2025 Phison Electronics Corp Earnings Call Transcript

Nov 7, 2025 / 09:00 AM GMT

Release Date Price: NT$1155 (-0.43%)

Transcript

Key Points

Positve

Phison Electronics Corp (ROCO:8299) achieved an all-time high revenue of 18 billion NT in Q3, with gross margins also reaching a record high of 5.8 billion NT.
The company reported a significant increase in client SSD and mobile controller shipments, with a 72% quarter-over-quarter and 380% year-over-year growth.
Phison has secured strong design wins in the enterprise sector, particularly with AI-optimized storage solutions, positioning them for significant revenue growth in 2026.
The company has made substantial R&D investments, particularly in developing new 6-nanometer controllers for PCI Gen 6 and Gen 5, which are expected to drive future growth.
Phison has established strong relationships with key suppliers like TSMC, ensuring a stable supply chain despite industry-wide shortages.

Negative

Phison Electronics Corp (ROCO:8299) is facing challenges with high inventory levels, which stood at 31.5 billion NT at the end of Q3.
The company is experiencing tight supply conditions across the industry, particularly in NAND flash and DRAM, which could impact their ability to meet demand.
There are concerns about rising costs throughout the supply chain, including potential price hikes from TSMC and substrate shortages.
Phison's convertible bond issuance (CB3) has been delayed due to market volatility, which could impact their cash flow and future growth plans.
The company is managing a delicate balance between meeting strong demand and controlling order intake to ensure supply chain stability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

8299.TWO - Phison Electronics Corp
Q3 2025 Phison Electronics Corp Earnings Call
Nov 07, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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To be co-hosting Bison's 3rd quarter 25 earnest call, with a lot of stuff going on in memory, especially Nan these days. Always very happy to hear from, Bison's CEO and founder KS Hua. I think we'll start off with that KS who'll do a presentation and answer some, the previous asked questions, then we'll go into Q&A from the audience. So with that, KS, I'll turn it over to you.

Thank you.

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Unidentified_2 [2]
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Thank you, Jeff.

Thank you, everyone. Good afternoon. Good morning, ladies and gentlemen. So thank you for joining

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