Q2 2026 Earnings: Revenue NT$7.0B, EPS NT$78.28 — Aspeed Technology

Summary

Aspeed Technology (5274) posted Q2 2026 revenue of NT$7.0B with operating income of NT$3.7B, implying an operating margin of approximately 53.4% — well above semiconductor-sector norms. Net income after tax came in at NT$3.3B, translating to basic EPS of NT$78.28, reflecting the company's entrenched position supplying BMC/server-management silicon into AI and cloud-infrastructure build-outs. Both profitability metrics are standout for any fabless semiconductor peer set.

Historical Impact

1 past Quarterly Earnings · ≈ 10-Q event at Aspeed Technology

Median +5d

+14.87%

Range

+14.87% to +14.87%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
Jul 31, 2026	NT$14,525	NT$16,685	+14.87%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

Aspeed Technology Co., Ltd. (TPEx: 5274), a fabless semiconductor company specializing in server baseboard management controller (BMC) and KVM-over-IP chips, reported the following results for Q2 2026 (ROC fiscal year 115, quarter 2): • Revenue (營業收入): NT$7,018,166 thousand = NT$7.018B • Operating Income (營業利益): NT$3,744,908 thousand = NT$3.745B; operating margin ≈ 53.4% • Non-Operating Income, net (營業外收入及支出): NT$288,667 thousand = NT$0.289B • Net Income After Tax (稅後淨利): NT$3,256,025 thousand = NT$3.256B; net margin ≈ 46.4% • Basic EPS (基本每股盈餘): NT$78.28 per share (par value NT$10.00) Aspeed's gross and operating profitability remain among the highest in Taiwan's listed semiconductor universe, driven by near-monopoly share in server BMC chips and sustained AI-server procurement cycles across hyperscaler and ODM customers. Non-operating income of NT$289M (largely interest and forex gains) provided a modest additive contribution above operating profit. The effective tax rate implied by the gap between pre-tax and after-tax income is consistent with Taiwan's standard corporate tax regime. No extraordinary or one-time items were disclosed in the structured filing data.