Taiwan's Phison is booming as AI storage demand keeps climbing, a strong signal for chip suppliers tied to AI data centers.

• Phison's August sales hit a record, more than four times higher than a year earlier, and its first-eight-month total set a record too.
• The growth comes from AI infrastructure, AI inference work, and companies buying more enterprise storage.
• Shipments of its fast PCIe SSD controller chips jumped sharply, showing AI servers are still soaking up supply.
• Phison is also moving beyond selling chips into building on-site AI systems for customers.
• Its AI platform is already running at banks, hospitals, universities, government offices, and small businesses across Taiwan.

Outlook: Demand should stay strong as AI spending spreads from big tech to ordinary Taiwanese companies and public agencies.