5274
에스피드 테크놀로지
Suppliers
Aspeed Technology
Customers
Competitors
Notes
Aspeed holds a dominant market share (estimated ~70%+) in the standalone server BMC chip market, benefiting from the AI server build-out by hyperscalers. Its chips are integrated by ODMs/OEMs into servers shipped to cloud providers. Key risk is concentration in server cycles and competition from integrated solutions.
Aspeed Technology (5274) reported July 2026 revenue of NT$1.524B, nearly doubling year-over-year (+97.6%) driven by strong server chip demand — a direct read-through to accelerating AI data-center infrastructure buildout where Aspeed's BMC (Baseboard Management Controller) chips are a near-monopoly component. Month-over-month growth of +16.3% (from NT$1.310B in June) indicates the ramp has not plateaued, consistent with continued hyperscaler server deployments. YTD revenue of NT$8.542B is already up +68.1% versus the same seven-month period in 2025, signaling a structural step-change rather than a one-month spike.
Aspeed Technology (5274) posted Q2 2026 revenue of NT$7.0B with operating income of NT$3.7B, implying an operating margin of approximately 53.4% — well above semiconductor-sector norms. Net income after tax came in at NT$3.3B, translating to basic EPS of NT$78.28, reflecting the company's entrenched position supplying BMC/server-management silicon into AI and cloud-infrastructure build-outs. Both profitability metrics are standout for any fabless semiconductor peer set.