AI demand gives Aspeed visibility into 2027 as supply constraints ease
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Aspeed chairman Chris Lin said the company's order visibility has now extended into 2027, with 2027 backlog already exceeding expected full-year 2026 revenue for the first time. He added that easing supply-chain bottlenecks should support sequential growth in the second half of 2026 and stronger pricing from the fourth quarter onward.
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