August 2026 Revenue: NT$1.63B, +118.4% YoY
Original: 2026年8月 月營收 - 1,625,937千元 (MoM +6.7%, YoY +118.4%)
Summary
Aspeed Technology (信驊, 5274) posted August 2026 revenue of NT$1.63B (NT$1,625,937 thousand), more than doubling year-over-year (+118.4%) and advancing 6.7% sequentially from July's NT$1.52B. The company's own filing note flags that the 50%-threshold disclosure trigger is entirely driven by server chip revenue outperforming the year-ago period — a direct AI-infrastructure signal given Aspeed's dominant position in BMC/server-management silicon. YTD cumulative revenue through August reached NT$10.17B, +74.5% versus the same eight months of 2025.
Full Translation
Aspeed Technology (信驊, TWSE: 5274) filed its August 2026 monthly revenue report on September 11, 2026.
Monthly Revenue:
- August 2026 (current month): NT$1,625,937 thousand (~NT$1.63B)
- July 2026 (prior month): NT$1,524,018 thousand (~NT$1.52B) → MoM change: +6.7%
- August 2025 (same month last year): NT$744,425 thousand (~NT$0.74B) → YoY change: +118.4%
YTD Cumulative Revenue:
- Jan–Aug 2026: NT$10,168,121 thousand (~NT$10.17B)
- Jan–Aug 2025: NT$5,827,382 thousand (~NT$5.83B)
- YTD YoY change: +74.5%
Filing Disclosure Note: The company states that the monthly and year-to-date increases exceeding 50% — which trigger a mandatory explanatory note under TWSE rules — are primarily attributable to server chip revenue growth versus the same period last year. This is consistent with accelerating demand for Aspeed's baseboard management controller (BMC) chips, which are a critical component in AI server and data-center infrastructure deployments globally.