Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month and 34.11% from a year earlier, supported by its information and communications technology businesses. The company expects stronger second-half shipments, led by expanding server volumes and the launch of Apple's iPhone 18 series, with the fourth quarter likely to mark the seasonal peak.
Revenue for the first eight months of 2026 reached NT$692.87 billion, up 1.49% year-on-year. Notebook shipments in August totaled 400,000 to 450,000 units, up 5% from July but down 49.09% from a year earlier. Pegatron previously said its notebook business could face pressure from higher CPU and memory prices, along with shortages of certain components.
Compiled by DIGITIMES
The outlook is clearer for servers. Pegatron is accelerating its server business in the second half while customers continue to expand AI infrastructure. Demand is supporting continued growth across Nvidia GB-series systems as well as B200 and B300 products. The company expects the GB300 product cycle to extend into 2027 rather than ending immediately after the introduction of the next-gen Vera Rubin platform.
Pegatron said servers are expected to account for more than half of its information-product revenue in 2026. Given their higher average selling prices and larger revenue contribution, the company expects the server business to become one of its three largest business segments within the next one to two years.
Article translated by Levi Li and edited by Ysi Chen
