September 2026 Revenue: NT$1.64B, +100.9% YoY
Original: 2026年9月 月營收 - 1,636,326千元 (MoM +0.6%, YoY +100.9%)
Summary
Aspeed Technology (5274) reported September 2026 revenue of NT$1.64B (NT$1,636,326 thousand), more than doubling the year-ago level as server chip sales sustained explosive growth. Month-over-month, revenue edged up just +0.6% from August's NT$1.63B, signaling demand stability rather than a one-off surge. The company explicitly cited server chip revenue growth versus the prior-year period as the sole driver of the 50%-plus threshold breach — a high-conviction AI infrastructure signal given Aspeed's dominant position in BMC chips for hyperscaler and AI server platforms.
Full Translation
Aspeed Technology (TWSE: 5274) — September 2026 Monthly Revenue Filing (filed 2026-10-17)
MONTHLY REVENUE
• September 2026: NT$1,636,326 thousand (NT$1.64B)
• August 2026 (prior month): NT$1,625,937 thousand (NT$1.63B) — MoM: +0.64%
• September 2025 (same month last year): NT$814,367 thousand (NT$0.81B) — YoY: +100.93%
YTD CUMULATIVE REVENUE (January–September 2026)
• 2026 YTD: NT$11,804,447 thousand (NT$11.80B)
• 2025 YTD: NT$6,641,749 thousand (NT$6.64B)
• YTD YoY growth: +77.73%
COMPANY NOTE (備註)
The month-over-month and year-over-year increases exceeding 50% are primarily attributable to server chip revenue growth compared to the same period last year.
CONTEXT
Aspeed is the dominant supplier of Baseboard Management Controller (BMC) chips — the silicon that manages out-of-band server monitoring and remote access — deployed across major hyperscaler and enterprise AI server platforms. The consecutive doubling of YoY revenue (September marks the ninth straight month of elevated run-rate versus 2025) reflects sustained AI infrastructure build-out rather than a transient pull-forward. The near-flat MoM print (+0.6%) after months of strong sequential gains suggests the revenue base is consolidating at structurally higher levels, consistent with multi-year server refresh cycles driven by AI workload expansion.