ASPEED: Shipment Growth and Product Generation Shift to Drive 2025 Revenue
ASPEED Technology Chairman Lin Hongming stated at COMPUTEX on June 3 that the company's performance is expected to rise quarter by quarter this year, with significant growth anticipated in 2025 driven by increased shipments and the product generation shift to the new AST2700 chip.
📋 Article Processing Timeline
- 📰 Published: June 3, 2026 at 18:28
- 🔍 Collected: June 3, 2026 at 18:49 (21 min after Published)
- 🤖 AI Analyzed: June 6, 2026 at 16:34 (69h 45m after Collected)
(Central News Agency, Taipei, June 3) Server management chip maker ASPEED Technology Chairman Lin Hongming said today that the company's performance is expected to rise quarter by quarter this year, and next year, driven by the dual effects of increased shipments and product generation shift, performance should see good growth.
ASPEED and its subsidiary Coolbots are jointly participating in COMPUTEX. In an interview at the booth, Lin said that with the rise of proxy artificial intelligence (AI), demand for traditional servers has heated up, exceeding expectations.
Lin stated that customer demand is strong, and the biggest factor affecting operational performance in the second half of this year and next year is the supply side. ASPEED has added one new packaging plant supplier to meet customer demand.
Lin pointed out that operations are expected to rise quarter by quarter this year, with performance in the second half of the year better than the first half, the third quarter better than the second, and the fourth quarter better than the third.
Looking ahead to next year, he said that in addition to continued growth in shipment volume, shipments of the new product AST2700 are expected to increase rapidly. Its unit price is much higher than the AST2600, and the product generation shift effect is also one of the main drivers of operational growth next year.
Lin mentioned that due to strong suppliers, packaging and testing suppliers have already adjusted their prices early this year, making it difficult for ASPEED to maintain its gross margin, but the team will still strive to do so.
Lin noted that following the spin-off and transfer of its remote management business to Coolbots, ASPEED's team size has shrunk significantly. In response, the company has launched the "New Star Project," planning to recruit 20 to 30 fresh graduates with master's degrees for the first time. This is ASPEED's first-ever recruitment of new graduates since its founding, and Lin will personally teach them.
Lin said that it will take time for Coolbots to expand into application markets such as robot dogs and factory inspections. Coolbots is expected to become profitable this year and aims for an initial public offering (IPO) within two to three years.
ASPEED's stock price closed at NT$17,980 today. When asked by the media about the stock price breaking through the NT$10,000 mark, Lin said he originally only hoped the stock price would surpass the historical high of NT$6,075 set by Largan Precision. He did not expect the price to rise rapidly further after breaking that record.
He said ASPEED's high stock price is "doing merit" as it is beneficial for the Taiwan stock market, making other stocks seem cheap and encouraging the market to keep ASPEED's stock price high. To improve stock liquidity, ASPEED will distribute stock dividends from capital surplus annually to expand its capital base; however, it is not considering a stock split. (Editor: Chang Liang-chih) 1150603
ASPEED and its subsidiary Coolbots are jointly participating in COMPUTEX. In an interview at the booth, Lin said that with the rise of proxy artificial intelligence (AI), demand for traditional servers has heated up, exceeding expectations.
Lin stated that customer demand is strong, and the biggest factor affecting operational performance in the second half of this year and next year is the supply side. ASPEED has added one new packaging plant supplier to meet customer demand.
Lin pointed out that operations are expected to rise quarter by quarter this year, with performance in the second half of the year better than the first half, the third quarter better than the second, and the fourth quarter better than the third.
Looking ahead to next year, he said that in addition to continued growth in shipment volume, shipments of the new product AST2700 are expected to increase rapidly. Its unit price is much higher than the AST2600, and the product generation shift effect is also one of the main drivers of operational growth next year.
Lin mentioned that due to strong suppliers, packaging and testing suppliers have already adjusted their prices early this year, making it difficult for ASPEED to maintain its gross margin, but the team will still strive to do so.
Lin noted that following the spin-off and transfer of its remote management business to Coolbots, ASPEED's team size has shrunk significantly. In response, the company has launched the "New Star Project," planning to recruit 20 to 30 fresh graduates with master's degrees for the first time. This is ASPEED's first-ever recruitment of new graduates since its founding, and Lin will personally teach them.
Lin said that it will take time for Coolbots to expand into application markets such as robot dogs and factory inspections. Coolbots is expected to become profitable this year and aims for an initial public offering (IPO) within two to three years.
ASPEED's stock price closed at NT$17,980 today. When asked by the media about the stock price breaking through the NT$10,000 mark, Lin said he originally only hoped the stock price would surpass the historical high of NT$6,075 set by Largan Precision. He did not expect the price to rise rapidly further after breaking that record.
He said ASPEED's high stock price is "doing merit" as it is beneficial for the Taiwan stock market, making other stocks seem cheap and encouraging the market to keep ASPEED's stock price high. To improve stock liquidity, ASPEED will distribute stock dividends from capital surplus annually to expand its capital base; however, it is not considering a stock split. (Editor: Chang Liang-chih) 1150603