Pegatron News, Pricing Signals and Supply Chain Updates

Thu, Oct 22

17:00Impact score 45
RT NEWS: #NVIDIA's #GTCBerlin keynote spotlights the supply chain: 17 DSX POD partners incl. Delta, Gigabyte, Pegatron, Wistron, plus 6 capacity suppl...
According to a NEWS post reposted by TrendForce, NVIDIA's GTC Berlin keynote spotlighted its supply chain, featuring 17 DSX POD partners including Delta, Gigabyte, Pegatron and Wistron, plus 6 capacity suppliers (Unimicron, IBIDEN, SEM, Amkor, KYEC, SPIL). The item is a presentation of the supply-chain partner list; the source does not state any price movement, capacity change or specific cooperation terms.
DSX PODNVIDIA, Delta and 11 totalTrendForce Official (Market Data)Partnership/M&A

10:43Impact score 0
Taiwan urged to recruit more from overseas to address talent shortage
Pegatron chairman T.H. Tung and Topco Scientific founder J.W. Kuo called for Taiwan to recruit talent from overseas as the country faces intensifying industrial challenges. Speaking at a forum organized by the Global Views-Commonwealth Publishing Group on October 14, the two said talent shortages are more urgent than water or power shortages and urged companies to combine overseas hiring with AI and automation.
Pegatron, Topco ScientificDigiTimes Asia

13:59Impact score 25
Pegatron unveils AMD EPYC server platform for AI and HPC
Pegatron unveiled a new server platform powered by AMD's sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, and HPC workloads.
AMD EPYC ProcessorsPegatron, AMDDigiTimes AsiaProduct Launch

14:35Impact score 60
Pegatron June revenue rose 15.9% on server shipments and AI expansion
Pegatron reported June revenue of NT$91.296 billion, up 15.9% year-over-year but down 4.9% month-over-month, driven by server shipments and AI expansion. Management expects steady AI revenue growth in 2026. Bullish for supplier demand.
ServerAIPegatronDigiTimes AsiaFinancial/Earnings

23:00Impact score 10
Only one European company in global EMS Top 30
The global EMS/ODM industry is dominated by Asian and North American firms, with only one European company, Zollner Elektronik, ranking in the Top 30. The Top 100 generated $820B in revenue, with Foxconn holding over 30% of the market share.
Zollner Elektronik, Hon Hai Precision Industry and 20 totalEvertiqMarket Analysis

04:33Impact score 10
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector reported strong revenue growth in Q1 2026, but monthly data indicate a deceleration in momentum compared to the explosive acceleration seen in 2024-2025. This moderation in growth suggests potential demand softening for server components, exerting bearish pressure on the supply chain.
AI ServersServer ComponentsQuanta Computer, Wistron and 5 totalDigiTimes AsiaMarket Analysis

07:56Impact score 60
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron forecasts a tenfold increase in AI server revenue for 2026, driven by sustained AI demand and shipment momentum. This projection indicates strong future demand for server infrastructure, likely tightening supply chains in the sector.
AI ServerServer ComponentsPegatronDigiTimes AsiaFinancial/Earnings