8299.TW Phison Electronics Corp. Loading... : Bullish and Bearish Analyst Opinions
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14:00
Jul 25
Jul 25
Flash replaces DRAM, Phison key beneficiary.
Flash memory has high density (terabytes) and access patterns that suit AI; it will replace DRAM in many AI workloads. Phison makes flash controllers that eliminate DRAM, a trend he is very bullish on.
MED
16:21
Jul 24
Jul 24
Flash replaces DRAM, buy Faison.
Flash memory is set to take over DRAM's role in AI due to density advantages and optimized access patterns. Faison, a Taiwanese flash controller company, is moving away from DRAM and is an attractive play on this transition.
MED
15:46
Apr 29
Apr 29
Short/avoid SIMO/MRVL/Phison as fabless companies face shipment risk due to tight BGA substrate supply constraining their ability to deliver.
HIGH
04:49
Jan 30
Jan 30
Owns Phison (TPE: 8299) — beneficiary post $SNDK earnings; flash inventory void play similar to Nayna for legacy DRAM.
HIGH
About 8299.TW Analyst Coverage
Buzzberg tracks 8299.TW (Phison Electronics Corp.) across 3 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (75%). 4 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Bubble Boy, TheValueist, aleabitoreddit.