Q1 2026 Earnings: Revenue NT$3.1B, EPS NT$37.41
Original: 2026年第1季財報 - EPS 37.41元 (TPEx)
Summary
Aspeed Technology (5274.TPEx) reported Q1 2026 revenue of NT$3.15B with operating income of NT$1.66B, implying an operating margin near 53% — exceptional for the semiconductor sector. Net income reached NT$1.41B and basic EPS came in at NT$37.41, a standout result reflecting strong BMC chip demand tied to AI server build-outs.
Full Translation
Aspeed Technology Co., Ltd. (TPEx: 5274), a fabless semiconductor company specializing in server management (BMC) chips, released its Q1 2026 (ROC 115, Q1) quarterly earnings filing. Revenue for the quarter totaled NT$3,146,757 thousand (NT$3.15B). Operating income was NT$1,659,042 thousand (NT$1.66B), translating into an operating margin of approximately 52.7%. Non-operating income and expenses contributed an additional NT$109,083 thousand (NT$109M). Net income after tax came in at NT$1,414,275 thousand (NT$1.41B). Basic earnings per share (EPS) were NT$37.41, based on a par value of NT$10.00 per share. The margin profile and EPS print materially exceed typical Taiwan semiconductor sector norms, consistent with Aspeed's dominant share in the BMC market and accelerating demand from AI server platforms.