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Pegatron June revenue rose 15.9% on server shipments and AI expansion

What happened

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.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

ServerAI
revenuegrowthserverai

Source and time

Source: DigiTimes Asia · 7/12/2026 · View original source

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