70th IT Press Tour, Part 1 of 2: Phison nearly quadrupled its quarterly revenue on AI, and now it wants flash to do DRAM’s job

A year ago, Phison sat in front of the IT Press Tour and introduced us to Pascari, its brand-new enterprise SSD label. This year, Phison US President and GM, Michael Wu, opened with a slide that would make most chief financial officers weep with joy. Phison’s revenue for the first half of 2026 was US$3.4 billion. That’s 147% of what the company made in the whole of 2025 (US$2.345 billion), and it took six months. “This year, Phison has turned into a very different company,” Wu said. This is part 1 of my Phison coverage. A large slab of what…