June 2026 Revenue: NT$1.31B, +67.5% YoY
Original: 2026年6月 月營收 - 1,310,195千元 (MoM +2.2%, YoY +67.5%)
Summary
Aspeed Technology (TWSE: 5274) posted June 2026 revenue of NT$1.31B (NT$1,310,195 thousand), up 67.5% year-over-year and up 2.2% sequentially from May's NT$1.28B. The company explicitly cited server chip revenue growth versus the prior year as the driver behind both the monthly and YTD gains exceeding 50% — a direct AI infrastructure demand signal tied to Aspeed's dominant BMC/server management chip franchise. YTD cumulative revenue through June reached NT$7.02B, up 62.8% versus the same period in 2025, confirming broad-based acceleration rather than a one-month spike.
Full Translation
Aspeed Technology (信驊, TWSE: 5274) — June 2026 Monthly Revenue Filing
Filing date: July 11, 2026 | Reporting period: June 2026
Monthly Revenue:
- June 2026: NT$1,310,195 thousand (~NT$1.31B)
- May 2026 (prior month): NT$1,282,174 thousand (~NT$1.28B) → MoM: +2.2%
- June 2025 (same month last year): NT$782,343 thousand (~NT$782.3M) → YoY: +67.5%
YTD Cumulative Revenue:
- Jan–Jun 2026: NT$7,018,166 thousand (~NT$7.02B)
- Jan–Jun 2025: NT$4,311,665 thousand (~NT$4.31B)
- YTD YoY growth: +62.8%
Company Disclosure Note: Per the mandatory 備註 (remarks) field, both the monthly and year-to-date growth rates exceeding 50% are primarily attributable to server chip revenue expanding relative to the same period last year. This is consistent with Aspeed's core BMC (Baseboard Management Controller) and server management ASICs riding sustained AI server build-out demand across hyperscalers and ODMs.
Context: Aspeed holds a near-monopoly position in BMC chips used in AI and general-purpose servers. The sequential MoM gain of +2.2% layered on top of May's already-elevated base signals continued demand firmness rather than a pull-forward dynamic. At the current revenue run rate (~NT$1.31B/month), Aspeed is on pace for approximately NT$15.7B in full-year 2026 revenue, roughly double its 2025 level.