Pegatron eyes 10-fold AI server growthHEADWINDS: The company said it expects its computer business, as well as consumer electronics and communications segments to see revenue declines due to seasonalityBy Meryl Kao / Staff ReporterPegatron Corp (和碩) yesterday said it aims to grow its artificial intelligence (AI) server revenue more than 10-fold this year from last year, driven by orders from neocloud solutions clients and large cloud service providers. The electronics manufacturing service provider said AI server revenue growth would be driven primarily by the Nvidia Corp GB300 server platform. Server shipments are expected to increase each quarter this year, with the second half likely to outperform the first half, it said. The AI server business would face gross margin pressure in the short term as this segment requires significant infrastructure investment, but it would improve beyond industry averages in the long term, Cheng said. Additionally, PC price hikes might affect the consumer PC segment more than the commercial PC segment, as Pegatron’s main clients are enterprises and government agencies, Teng said.

Source: Taipei Times March 11, 2026 16:06 UTC