100x ASPEED is a leading global manufacturer of Baseboard Management Controller (BMC) chips. Main Business: • Core Product: Specializing in BMC chips. These are small computers embedded in the server motherboard, allowing administrators to monitor hardware status, reboot, or update software even remotely or when the server is powered off. • Market Position: Holding over 70% market share in the global BMC market, their products are used in almost every data center worldwide (such as Google, Amazon, and Meta). • Revenue Streams: Highly benefiting from the explosive demand for cloud computing, big data, and AI servers. • Other Products: In addition to BMCs, they also develop image extension chips (such as 360-degree image processing) and cloud and enterprise hardware management solutions. Summary: They are the "back-end administrators" of servers; as long as the world continues to build data centers and develop AI, their chips will be indispensable. Should I choose this one, or SUI?
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