The NAND control chip and NAND storage solution integration service manufacturer group announced the results of operation in July 2025, with the combined revenue of NT$5.688 billion, a growth of NT$21% in the same period in 2024, a record high in the same period. The annual cumulative revenue reached NT$37.416 billion in July, the highest in the same period in history.
Pan Jiancheng, executive director of Group Electronics, said that with the continuous promotion of global AI and high-speed computing applications, the market's demand for high-speed and large-capacity storage has shown steady growth. In July, the total shipment of PCIe SSD controlled chips grew by 43%, and the cumulative annual growth to July also reached 10%, a record high in the same period. The total NAND bit shipment also grew by 41% annually, with cumulative annual growth of up to 8%.
Pan Jiancheng explained that data shows that the market's acceptance and demand for high-speed and large-capacity storage is steadily increasing, and it also verifies that the direction of Group Contact focusing on high-speed transmission and high-capacity applications in product layout in recent years is correct. Moreover, the supply of NAND market has been on the rise recently. The group will continue to maintain close communication and cooperation with global customers, focusing on medium and high-level applications and high-value products, and not blindly participating in price competition, ensuring the stability of product quality and long-term cooperation.
Pan Jiancheng said that Substrate loading shortage challenges, the group has closely coordinated with long-term cooperative supply partners, and has actively grasped the needs of the end customer and market changes. Under the limited resources, it has flexible adjustments and optimized supply configurations to strive to meet the order needs of global customers and maintain shipment stability.