What Aspeed makes for data centers
public · HQ Taiwan
Aspeed is a publicly listed company and based in Taiwan. It appears on 1 part of the AI data center — BMC & platform firmware — in the role of manufacturer. That part sits in Layer 4 — Servers, racks & integration. Its shares trade on Taipei Exchange (TPEx) as 5274.TWO.
Listing
Taipei Exchange (TPEx): 5274.TWO· 16010 TWD -3.09% · mkt cap 665.7B TWD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 4 — Servers, racks & integration
Where Aspeed sits in the stack
Aspeed's placements in this catalog cover 1 part, all in layer 4, servers, racks & integration. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- BMC & platform firmware — The baseboard management controller chip and its firmware, which independently monitor power, temperature and health on a server board and let it be managed remotely, separate from the host CPU or GPU.
Closest peers in this catalog
Seen in real machines
Aspeed is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- BMC and firmware
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 1,636 | 0.6% | 100.9% |
| 2026-08 | 1,626 | 6.7% | 118.4% |
| 2026-07 | 1,524 | 16.3% | 97.6% |
| 2026-06 | 1,310 | 2.2% | 67.5% |
| 2026-05 | 1,282 | 0.2% | 68.7% |
| 2026-04 | 1,279 | 3.5% | 81.6% |
| 2026-03 | 1,235 | 22.2% | 63.6% |
| 2026-02 | 1,011 | 12.3% | 65.9% |
| 2026-01 | 900 | 3.2% | 28.5% |
| 2025-12 | 872 | 3.8% | 18.4% |
| 2025-11 | 840 | 15.0% | 23.4% |
| 2025-10 | 731 | -10.3% | 6.5% |
Latest feed
- AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue — DigiTimes, 2026-10-13Aspeed's order book for 2027 has surpassed its current year's revenue, though supply constraints are currently limiting the growth of BMC (Baseboard Management Controller) sales.
- AI demand gives Aspeed visibility into 2027 as supply constraints ease — DigiTimes, 2026-09-07Aspeed reported that its order visibility now extends into 2027, with backlogs for that year already surpassing expected 2026 revenue, due to easing supply chain constraints.
Questions about Aspeed
- What does Aspeed make for AI data centers?
- This catalog places Aspeed on 1 part: BMC & platform firmware (manufacturer).
- Is Aspeed publicly traded?
- Yes — Aspeed is listed on Taipei Exchange (TPEx) under 5274.TWO. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Aspeed based?
- Taiwan, per the company record in this catalog.
- Who else makes BMC & platform firmware for AI data centers?
- Insyde, Nuvoton, Nvidia, AMI and Phoenix are also placed on BMC & platform firmware in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Aspeed the mix is 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.