ASPEED Technology (5274) Investor presentation summary

Company overview

• Founded in 2004, operates as a fabless-lite IC design firm with 103 employees as of June 2026.

• Headquarters in Hsinchu City, Taiwan, with branches in Taipei and San Jose, CA.

• Product leadership in BMC, AV over IP (1G Ethernet), and commercial 360 cameras.

Financial performance

• 2026 YTD revenue reached NT$10,168 million, reflecting 74.49% YoY growth.

• Q2 2026 operating revenue was NT$3,871 million, up 23.03% QoQ and 72.33% YoY.

• Q2 2026 net income was NT$1,841.8 million, with a net profit margin of 47.57%.

• Q2 2026 EPS was NT$44.27, up 18.34% QoQ and 165.89% YoY.

• 2025 EPS was NT$103.92, with a cash dividend payout ratio of 77%.

Product portfolio and innovation

• Product lines include BMC, SMC, PROT, I/O Expander, and Smart AV solutions.

• Strategic focus on server evolution: co-design with hyperscalers, security integration, and scalable architectures.

• Embedded FPGA logic in SoC through partnership with Lattice for flexible server control.

• Recent products: AST2700, AST2750, AST2755 (BMC), AST1840 (SMC+eFPGA), AST1060/1080 (PROT), AST1700 (I/O Expander).