May 2026 Revenue: NT$1.28B, +68.7% YoY
Original: 2026年5月 月營收 - 1,282,174千元 (MoM +0.2%, YoY +68.7%)
Summary
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.
Full Translation
Aspeed Technology (TWSE: 5274), a semiconductor company, reported May 2026 (period 11505) monthly revenue of NT$1,282.2M (NT$1.28B), compared with NT$1,279.0M in April 2026 — a MoM increase of +0.2%. Versus the year-ago month (May 2025: NT$759.9M), revenue grew +68.7% YoY. Year-to-date cumulative revenue through May 2026 reached NT$5,708.0M (NT$5.71B), up +61.7% from NT$3,529.3M in the same period of 2025. Per the company's filing note: the >50% growth in both monthly and YTD figures is primarily driven by server chip revenue growth versus the prior-year period — consistent with continued AI server BMC (baseboard management controller) demand strength.