NuAxiSemiconductor trade intelligence
AI server tracker: Aspeed tops NT$2 billion as cable suppliers diverge
What happened
AI server supply chain monthly revenue tracker: Aspeed Technology posted its highest monthly revenue in records dating back to January 2019, with monthly revenue topping NT$2 billion (figure from the headline). BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating Interplex Datacom. Four other cable and connector suppliers reported lower revenue than in September, although four of the five suppliers posted year-to-date growth. The source does not state the cause of Aspeed's record revenue.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Aspeed TechnologyBizLinkInterplex Datacom
AI servermonthly revenuecable suppliersconnector suppliersconsolidation
Source and time
Source: DigiTimes Asia · 11/13/2026 · View original source
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