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Digitimes October 13, 2026 By DIGITIMES positive

AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue

AI / LLMSemiconductorsSupply ChainData Center
Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year and 0.64% from August. It was the company's 11th consecutive month of record revenue.
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