July 2026 Revenue: NT$1.52B, +97.6% YoY
Original: 2026年7月 月營收 - 1,524,018千元 (MoM +16.3%, YoY +97.6%)
Summary
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.
Full Translation
ASPEED TECHNOLOGY (5274) — JULY 2026 MONTHLY REVENUE REPORT
Reporting Period: July 2026 (ROC 115/07)
Filed: August 16, 2026
MONTHLY REVENUE
• July 2026 (current month): NT$1,524,018K ≈ NT$1.524B
• June 2026 (prior month): NT$1,310,195K ≈ NT$1.310B → MoM change: +16.3%
• July 2025 (year-ago): NT$771,292K ≈ NT$771.3M → YoY change: +97.6%
YEAR-TO-DATE CUMULATIVE REVENUE (Jan–Jul)
• 2026 YTD: NT$8,542,184K ≈ NT$8.542B
• 2025 YTD: NT$5,082,957K ≈ NT$5.083B → YTD YoY change: +68.1%
COMPANY DISCLOSURE NOTE
The company disclosed that the >50% YoY and YTD increases are primarily attributable to growth in server chip revenue compared to the same period last year.
ANALYST CONTEXT
Aspeed is the dominant supplier of BMC/server management chips used in virtually all AI and general-purpose servers. The near-doubling of monthly revenue reflects hyper-scale AI infrastructure procurement cycles (NVIDIA GB200 NVL rack deployments, ODM server builds for major CSPs). The sequential acceleration from +16.3% MoM — on top of what was already a strong June — rules out a one-time pull-forward and points to a sustained demand environment through at least H2 2026.