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.
Pegatron reported March revenue of NT$83.97 billion, rebounding over 20% from February's low as production normalized.
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.
Pegatron reported February 2026 revenue of NT$67.98 billion, a 26.2% MoM and 17.6% YoY decline, marking its lowest monthly revenue in six months. The drop is attributed to seasonal headwinds and broader demand weakness in the electronics assembly sector.
Signals continued soft demand for downstream electronics assembly, potentially leading to reduced component orders and pricing pressure.
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Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |