Phison CEO accuses Longsys of copying technology, says AI segment now makes up 38% of revenue

Phison Electronics CEO K.S. Pua used the company’s Aug. 13 second-quarter earnings call to make two points at once: to publicly accuse Chinese memory module leader Longsys of copying technology, and to argue that investors should stop viewing Phison as only a consumer-focused module company. Pua pointed to Longsys’ recent work with UNISOC on an Edge Device general DRAM offload solution and its HLC+ SPU technology collaboration with AMD, saying he had already confronted Longsys executives earlier this year at China’s FMS event with a blunt remark: 「You are a big company and also an innovative company, so why do you only know how to copy?」 He also pushed back on claims that AMD had chosen Longsys, saying the cooperation was limited to AMD’s China team, while adding that Phison has cooperation with Intel and MediaTek that is still covered by NDA. On operations, Pua said Phison’s newly defined AI Ecosystem Solutions segment accounted for about 38% of second-quarter revenue, up about 68% quarter over quarter. He also said NAND supply, not just pricing, is the bigger problem and could remain tight for many years.