Aspeed’s Sep sales up 25% YoY, signaling a recovery in server demand in 4Q
Aspeed, the key leading indicator of global server demand, unveiled its September sales, which rose 35% YoY and 7.2% MoM, setting a monthly record for a third consecutive month. On a quarterly basis, sales climbed 31% QoQ in 3Q19, which signals a recovery of server demand in 4Q19 as Aspeed’s sales led server demand by three months, with server BMC (baseboard management controller) representing 92% of its sales and with the company having an 80% market share in hyperscale server BMC.