Phison Electronics Gestione
Criteri Gestione verificati 2/4
Phison Electronics Il CEO è Khein-Seng Pua, nominato in Oct2008, ha un mandato di 17.58 anni. possiede direttamente 5.36% delle azioni della società, per un valore di NT$ 28.40B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 13.8 anni e 5.5 anni.
Informazioni chiave
Khein-Seng Pua
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 17.6yrs |
| Proprietà del CEO | 5.4% |
| Durata media del management | 13.8yrs |
| Durata media del Consiglio di amministrazione | 5.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • May 04
8299: AI Memory Offload And EU Expansion Will Drive Future Upside
Analysts have kept their NT$3,000 price target for Phison Electronics unchanged, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to reflect their updated view of the company. What's in the News Phison Electronics plans to expand its Pascari portfolio offerings across the European Union, with the lineup to be showcased at CloudFest 2026 from March 24 to 26 in booth G25, alongside broader partner engagement, distribution alignment and regional investment (Key Developments).Aggiornamento dell'analisi • Apr 18
8299: AI Memory Offload And Index Inclusion Will Drive Future Upside Potential
Analysts kept their fair value estimate for Phison Electronics steady at NT$3,000 while updating inputs such as discount rate, revenue growth, profit margin and future P/E to reflect recent research assumptions. What's in the News Phison plans to expand its Pascari portfolio across the European Union, with offerings to be showcased at CloudFest 2026 from March 24 to 26, 2026 in booth G25, alongside greater partner engagement, distribution alignment and regional investment (Key Developments).Aggiornamento dell'analisi • Apr 04
8299: AI Memory Offload And Index Inclusion Will Drive Future Upside Potential
Analysts now set a fair value estimate of NT$3,000 for Phison Electronics, up from NT$2,600. This reflects updated assumptions that pair a slightly lower discount rate with changes to expected revenue growth, profit margin, and future P/E levels.
Aggiornamento dell'analisi • Mar 21
8299: Flash Based AI Memory Tiers Will Shape A More Balanced Outlook
Analysts have revised their price target for Phison Electronics from NT$445.01 to NT$1,800.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple. What's in the News Phison is showcasing its aiDAPTIV technology at NVIDIA GTC 2026, using Pascari SSDs to create a multi tier memory architecture that spreads AI workloads across GPU memory, system RAM and flash to support larger models and long context inference on local AI platforms.Aggiornamento dell'analisi • Mar 07
8299: AI Memory Offload For Integrated GPUs Will Drive Future Upside Potential
Analysts have maintained their NT$2,600 price target for Phison Electronics, as a lower assumed future P/E of 12.67x is balanced against updated estimates for revenue growth of 90.44% and a profit margin of 13.17%, under a slightly higher discount rate of 9.29%. What's in the News Phison announced the E37T PCIe Gen5 controller, designed with a DRAM-less, 4-channel architecture aimed at compact M.2 form factors such as 2280, 2242 and 2230 for notebooks, handhelds and other small systems (Key Developments).Aggiornamento dell'analisi • Feb 20
8299: AI Memory Offload For Integrated GPUs Will Drive Future Upside Potential
Analysts have kept their NT$2,600 price target for Phison Electronics steady, pointing to marginally higher modeled revenue growth and profit margins, partly offset by a slightly lower future P/E assumption and a modestly higher discount rate. What's in the News Phison expanded its aiDAPTIV+ technology to support integrated GPU architectures, aiming to accelerate AI inference, increase memory capacity, and simplify deployment for large AI models on notebook, desktop, and mini PC platforms.Aggiornamento dell'analisi • Feb 06
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.Aggiornamento dell'analisi • Jan 22
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.Aggiornamento dell'analisi • Jan 07
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).
Aggiornamento dell'analisi • Dec 15
8299: Rich AI Storage Rollout Will Sustain Pressure On Long Term Margins
Analysts have nudged their price target on Phison Electronics slightly higher from $977.40 to $998.40, citing marginally stronger long term profit margin expectations that more than offset a modest uptick in the assumed discount rate and a slightly lower projected revenue growth rate. What's in the News Launched next generation Pascari X201 and Pascari D201 PCIe Gen5 enterprise SSDs aimed at AI workloads from IT departments to hyperscalers and data centers, promising exceptional throughput, ultra low latency, and power efficient reliability for data intensive applications (Key Developments) Expanded Pascari enterprise SSD portfolio following the high capacity 122.88TB Pascari D205V E3.L drive, paving the way for future capacities up to 245TB to address rapidly growing storage needs in enterprise environments (Key Developments) Introduced enterprise SSDs with up to 14.5 GB/s read and 12 GB/s write speeds, up to 3300K / 1050K random read/write IOPS, capacities up to 30.72TB, and endurance options of 1 or 3 DWPD in U.2 and E3.S form factors, all using in house controller and firmware for predictable QoS and efficiency (Key Developments) Partnered with RedData to integrate Phison aiDAPTIV+ GPU memory extension technology into secure AI solutions for U.S. Federal classified programs, targeting affordable on premises AI infrastructure compliant with strict security and regulatory requirements (Key Developments) aiDAPTIV+ based solutions aim to cut GPU infrastructure costs and enable larger LLMs, supporting models up to 671B parameters, faster inference, and private deployment without reliance on commercial public clouds, with availability for U.S. Federal classified programs and demonstrations scheduled at NVIDIA GTC D.C. 2025 (Key Developments) Valuation Changes The fair value estimate has risen slightly from NT$977.4 to NT$998.4, reflecting a modestly more optimistic intrinsic valuation.Aggiornamento dell'analisi • Dec 01
8299: Elevated Forward P/E Will Sustain Downward Pressure On Margins
Analysts have maintained their fair value estimate for Phison Electronics at NT$977.4. There have been minimal adjustments to key financial assumptions, reflecting continued confidence in the company's outlook despite minor changes in discount rate and forward price-to-earnings ratio. What's in the News Phison introduced next-generation PCIe Gen5 enterprise SSDs, the Pascari X201 and Pascari D201.Aggiornamento dell'analisi • Nov 17
8299: Higher Costs And Increased Discount Rate Will Pressure Margins
Analysts have raised their price target for Phison Electronics from $829 to $977.40. They cite improved revenue growth expectations as a key driver behind the more optimistic valuation.Aggiornamento dell'analisi • Nov 03
8299: Rising Competition And Elevated P/E Ratio Will Pressure Future Returns
Analysts have raised their price target for Phison Electronics from $705.30 to $829.00. They cite improved revenue growth projections and higher anticipated profit margins as key drivers of the upgraded valuation.Aggiornamento dell'analisi • Oct 20
Next Generation Controllers And Storage Expansion Will Drive Demand
Analysts have raised their price target for Phison Electronics by NT$20 to NT$705.3, citing improved revenue growth forecasts, even though the projected profit margin is slightly lower. What's in the News RedData and Carahsoft Technology announced a strategic partnership with Phison to deliver "RedData Powered by Phison" SSDs. The offering provides secure, AI-ready storage solutions for both commercial and Government customers (Key Developments).Aggiornamento dell'analisi • Oct 06
Next Generation Controllers And Storage Expansion Will Drive Demand
Analysts have raised their price target for Phison Electronics from $641.10 to $685.30. They cite stronger revenue growth forecasts, despite a slightly higher discount rate and relatively stable profit margins.Aggiornamento dell'analisi • Sep 21
Next Generation Controllers And Storage Expansion Will Drive Demand
The upward revision in Phison Electronics' analyst price target reflects marginal improvements in both future P/E and revenue growth forecasts, raising the fair value estimate from NT$603.44 to NT$641.10. What's in the News Phison partnered with RedData and Carahsoft to offer "RedData Powered by Phison" SSDs, targeting commercial and government markets with high-performance, secure, AI-ready storage including NSA CSfC-ready solutions and support services.Aggiornamento dell'analisi • Sep 06
Next Generation Controllers And Storage Expansion Will Drive Demand
With both the discount rate and future P/E essentially unchanged, Phison Electronics’ consensus analyst price target has also remained steady at NT$603.44. What's in the News Phison formed a strategic partnership with RedData and Carahsoft, enabling RedData to offer "RedData Powered by Phison" SSDs optimized for AI workloads, security, and Government-grade CSfC-compliant products, targeting commercial and government markets with enhanced storage solutions.
Nuova analisi • Feb 09
Declining NAND Prices Will Pressure Profitability In The Near Term
Phison's strategic shift to enterprise and automotive sectors may raise R&D expenses, impacting margins if market growth lags.AMMINISTRATORE DELEGATO
Khein-Seng Pua
17.6yrs
Mandato
Mr. Khein-Seng Pua serves as the Chief Executive Officer and Chairman of Phisontech Electronics (Malaysia) Sdn. Bhd. Mr. Pua served as the President of Phison Electronics Corp. Mr. Pua had been the Chairma...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & Deputy GM | 4.5yrs | Nessun dato | 0.038% NT$ 201.9m | |
| Chief Executive Officer | 17.6yrs | Nessun dato | 5.36% NT$ 28.4b | |
| President | no data | Nessun dato | Nessun dato | |
| COO, Senior Special Assistant & Chief Corporate Governance Officer | 5.3yrs | Nessun dato | Nessun dato | |
| Senior Branch Director & Investment Director | no data | Nessun dato | Nessun dato | |
| Accounting Supervisor | no data | Nessun dato | Nessun dato | |
| VP of Technology & Director | 13.8yrs | Nessun dato | 0.48% NT$ 2.5b | |
| Deputy Director of Legal Office | no data | Nessun dato | Nessun dato | |
| General Manager | no data | Nessun dato | 1.58% NT$ 8.4b | |
| VP & Director | no data | Nessun dato | 0.66% NT$ 3.5b |
13.8yrs
Durata media
Gestione esperta: Il team dirigenziale di 8299 è esperto e expertise (durata media dell'incarico 13.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & Deputy GM | 4.5yrs | Nessun dato | 0.038% NT$ 201.9m | |
| VP of Technology & Director | 2yrs | Nessun dato | 0.48% NT$ 2.5b | |
| VP & Director | 17.9yrs | Nessun dato | 0.66% NT$ 3.5b | |
| Independent Director | 3yrs | Nessun dato | Nessun dato | |
| Independent Director | 11.9yrs | Nessun dato | Nessun dato | |
| Director | 5.9yrs | Nessun dato | Nessun dato | |
| Independent Director | 5.9yrs | Nessun dato | Nessun dato | |
| Representative Director | 5.5yrs | Nessun dato | Nessun dato | |
| Representative Director | 3yrs | Nessun dato | Nessun dato |
5.5yrs
Durata media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 8299 sono considerati esperti (durata media dell'incarico 5.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/09 10:48 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Phison Electronics Corp. è coperta da 15 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Sebastian Hou | Barclays |
| Dong-je Woo | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |