NuAxiSemiconductor trade intelligence
AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue
What happened
Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approximately US$51.16 million) for September 2026, up 100.93% year-over-year and 0.64% from August, marking the company's 11th consecutive month of record revenue. The source does not state the cause.
Impact and signal
Low impactImpact score: 0/100
Source and time
Source: DigiTimes Asia · 10/12/2026 · View original source
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