What does ASPEED Technology make?

ASPEED Technology makes AST BMC SoCs.

Who are ASPEED Technology's key suppliers?

ASPEED Technology's tracked suppliers include TSMC, ASE Technology.

Where is ASPEED Technology headquartered?

ASPEED Technology is based in Taiwan.

What part of the semiconductor supply chain is ASPEED Technology in?

ASPEED Technology operates in the Edge & IoT SoC segment, where it is a market leader.

ASPEED Technology

Q: Who are ASPEED Technology's customers?

ASPEED Technology's tracked customers include Super Micro Computer, NVIDIA, Quanta Computer, Meta Platforms, IBM.

ASPEED Technology is a leader in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in Taiwan. Its key suppliers include TSMC, ASE Technology. Its key customers include Super Micro Computer, NVIDIA, Quanta Computer.

Dominant supplier of BMC server management chips.

Ticker: TWSE: 5274
Headquarters: Taiwan
Market position: leader
Value-chain segment: Edge & IoT SoC
Key products: AST BMC SoCs

About ASPEED Technology

ASPEED Technology, headquartered in Taiwan, operates in the Edge & IoT SoC segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include AST BMC SoCs. wafergraph maps 2 tracked suppliers and 5 tracked customers for ASPEED Technology across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it.

Role in the chain

ASPEED Technology is a market leader in Design (Fabless) (Edge & IoT SoC), headquartered in Taiwan. Dominant supplier of BMC server management chips.

Diligence questions

The dataset records 2 tracked suppliers for ASPEED Technology. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
2 of ASPEED Technology's tracked suppliers are a monopoly or leader (including ASE Technology, TSMC). Which of those are actually single-source for the process step you care about?
The dataset names 5 tracked customers for ASPEED Technology. How concentrated is demand among those names, and which of them have a documented second source in this graph?
ASPEED Technology is positioned as a leader in Design (Fabless). How replaceable is this vendor on the process step you are buying?
ASPEED Technology is headquartered in Taiwan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
ASPEED Technology trades as TWSE:5274. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for ASPEED Technology