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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ASPEED Technology
ASPEED Technology (5274) investor relations material
ASPEED Technology Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary28 Oct, 2026
Profile and revenue
Founded in 2004; fabless-lite IC design business with 103 employees as of June 2026.
Revenue for 2026 YTD through September was NT$11,804m, up 77.73% YoY.
Product areas include cloud and enterprise BMC/BIC/PFR, plus Smart AV; ranked No. 1 in BMC, 1G Ethernet AV over IP and commercial 360° cameras.
2Q26 financial results
Revenue was NT$3,871m, up 23.03% QoQ and 72.33% YoY; gross margin was 72.00%, up 2.82ppts QoQ and 4.13ppts YoY.
Operating profit was NT$2,086m, up 25.73% QoQ and 76.16% YoY; operating margin was 53.88%, up 1.16ppts QoQ and 1.17ppts YoY.
Net income was NT$1,842m, up 30.23% QoQ and 192.76% YoY; net profit margin was 47.57%, up 2.63ppts QoQ and 19.57ppts YoY.
Basic EPS was NT$44.27, up 18.34% QoQ and 165.89% YoY.
2Q25 net income reflected a one-time FX loss, while 3Q25 benefited from an FX gain.
Product portfolio and strategy
Server portfolio spans BMC AST2500/2600/2700/2750/2755; SMC AST1030/1040; SMC with eFPGA AST1840; PROT AST1060/1080; and I/O Expander AST1700.
New-generation chips integrate Caliptra; product roles cover platform protection, multi-card management and connectivity across decoupled modules.
AST1840 embeds FPGA logic in collaboration with Lattice, enabling programmable control; presented designs support multi-node configurations without external FPGA.
Enterprise value strategy targets higher dollar content per server board and high margins through a leading product roadmap.
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Latest events from ASPEED Technology
- Record revenue and profit growth in 2026, driven by BMC leadership and server innovation.5274
Investor presentation - Revenue and net income more than doubled year-over-year, driven by strong IC sales.5274Q2 2026
- Q1 2025 saw revenue and net income more than double year-over-year, with robust margins.5274Q1 2025
- Q1 2026 delivered 52% revenue growth and 60% higher net income, with EPS at NT$37.41.5274Q1 2026
- AI server BMC demand is set to surpass general servers by 2030, driving strong revenue growth.5274Investor presentation
- 2Q24 saw record growth, with AI server demand fueling BMC expansion and strong H2 outlook.5274Investor presentation
- 3Q24 net income jumped 169.66% YoY; 2025 Q1 revenue expected at NT$1.70–1.80 billion.5274Investor update
- 2024 revenue and profit surged over 100%, with robust outlook for 2025 Q2.5274Investor presentation
- Q2 revenue guidance raised amid strong Q1 growth and expanding AI server demand.5274Investor update
Next ASPEED Technology earnings date
Q3 202611 Nov, 2026
ASPEED Technology
Next ASPEED Technology earnings date
Q3 202611 Nov, 2026
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Frequently asked questions
ASPEED Technology Inc. is a fabless IC design company established in 2004, specializing in the development, design, and sale of electronic chips. The company focuses on server management chips, personal computer (PC) audio-video extension chips, and other related products. These chips are used in a variety of applications including server substrate management control, digital television walls, and remote audio and video extension products. ASPEED distributes its products both domestically and internationally. The company is headquartered in Hsinchu, Taiwan, and its shares are listed on the Taiwan Stock Exchange.