Phison Electronics

Explosive Global Data Demand Will Empower Advanced SSD Controllers

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

14 Jul 25

Updated

06 Feb 26

Views

15

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

242.9%

7D

-3.6%

Loading

1Y

242.9%

7D

-3.6%

You can edit this narrative until Feb 7 9:10 AM. Then, changes will post as Updates.

Author's Valuation

NT$2.6k28.7% undervalued

AnalystHighTarget Fair Value

Shared on 06 Feb 26

Fair value Increased 30%

8299: AI Memory Offload For Integrated GPUs Will Support Future Upside Potential

Analysts have lifted their fair value estimate for Phison Electronics from TWD 2,000 to TWD 2,600, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers behind the higher target. What's in the News Phison expanded its aiDAPTIV+ technology to support integrated GPU architectures, aiming to accelerate AI inference, increase effective memory capacity using NAND flash and simplify deployment for large AI models on notebooks, desktops and mini PCs. (Key Developments) The aiDAPTIV+ architecture is designed to use flash-based cache memory to handle large parameter models with lower DRAM requirements and to reuse stored tokens to improve inference response times and power consumption on everyday devices.

Shared on 22 Jan 26

8299: AI Memory Offload And GPU Integration Will Shape Steady Future Prospects

Analysts have adjusted their price target for Phison Electronics to reflect a steady fair value of NT$2,000.00, along with slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E, which together indicate a modestly refined view of the stock's risk and earnings profile. What's in the News Phison expanded its aiDAPTIV+ technology to support integrated GPU architectures, aiming to increase AI inference speed, broaden effective memory capacity using NAND flash and make large model workloads more accessible on notebook, desktop and mini PC platforms, with demonstrations planned at CES 2026.

Shared on 07 Jan 26

Fair value Increased 182%

8299: AI Memory Offload Breakthrough Will Reshape Future Earnings Potential

Analysts have raised their price target on Phison Electronics from NT$710 to NT$2,000, citing updated assumptions for higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple that together support a significantly higher fair value estimate. What's in the News Expanded aiDAPTIV+ capabilities aim to extend AI processing to integrated GPU architectures, using NAND flash as memory to support large-model AI on notebooks, desktops and mini PCs, with demonstrations planned at CES 2026 alongside partners such as Acer, Corsair, MSI, NVIDIA, ASUS and Emdoor (Key Developments).

AnalystHighTarget Fair Value

NT$2.6k

28.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

29.36%

Semiconductors revenue growth rate

1.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.13%

Calculation

NT$32.66b

Earnings '29

x

22.23x

PE Ratio '29

=

NT$725.99b

Market Cap '29

NT$725.99b

Market Cap '29

/

212.79m

No. shares '29

=

NT$3.41k

Share Price '29

NT$3.41k Share Price '29

Discounted to 2026 @ 9.10% p.a.

=

NT$2.63k

Fair Value '26