Phison Electronics Corp.

TPEX:8299 株式レポート

時価総額:NT$500.8b

Phison Electronics 配当と自社株買い

配当金 基準チェック /26

Phison Electronics配当を支払う会社であり、現在の利回りは1.03%で、収益によって十分にカバーされています。

主要情報

1.0%

配当利回り

-0.2%

バイバック利回り

総株主利回り0.8%
将来の配当利回り3.0%
配当成長5.1%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向22%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
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新しいナラティブ 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.

決済の安定と成長

配当データの取得

安定した配当: 8299の配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: 8299の配当金は過去10年間にわたって増加しています。


配当利回り対市場

Phison Electronics 配当利回り対市場
8299 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (8299)1.0%
市場下位25% (TW)1.5%
市場トップ25% (TW)5.1%
業界平均 (Semiconductor)1.1%
アナリスト予想 (8299) (最長3年)3.0%

注目すべき配当: 8299の配当金 ( 1.03% ) はTW市場の配当金支払者の下位 25% ( 1.51% ) と比べると目立ったものではありません。

高配当: 8299の配当金 ( 1.03% ) はTW市場の配当金支払者の上位 25% ( 5.06% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: 8299は低い 配当性向 ( 21.6% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: 8299は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 03:27
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Phison Electronics Corp. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Sebastian HouBarclays
Dong-je WooBofA Global Research
null nullCapital Securities Corporation