Aspeed Technology posted May 2026 revenue of NT$1.28B, up 68.7% YoY and essentially flat MoM (+0.2%) versus April's NT$1.28B. The company attributed the >50% YoY surge to server chip revenue growth — a clear positive read on AI server BMC demand, where Aspeed holds dominant share. YTD revenue of NT$5.71B is up 61.7% vs. the prior-year period, signaling sustained AI server build-out momentum.