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BackFocus Stocks》Pegasus: AI officially contributes, buying rushes in and soars to the limit
Focus Stocks》Pegasus: AI officially contributes, buying rushes in and soars to the limit
BREAKING
自由时报1 hour agoBusiness2 min readChinaView original

Focus Stocks》Pegasus: AI officially contributes, buying rushes in and soars to the limit

PegatronRevenueAI server

Quick Look

  • Pegatron's revenue in September reached 214.753 billion yuan, breaking through the 200 billion yuan mark and setting a new monthly high.
  • Driven by the growth in AI product shipments and the assistance of new iPhone models, the third quarter performance reached 389.073 billion yuan, which was a new record for the same period, and the stock price hit the intraday limit.

AI-generated summary

Why It Matters

Pegatron is a major foundry manufacturer in Taiwan and has actively deployed its AI server business in recent years. In September, driven by the growth in AI product shipments and the release of Apple's new machine, its revenue hit a new monthly high.

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Pegatron's AI shipments ignited and with the help of the new iPhone, its revenue in September soared past the 200 billion yuan mark, reaching 214.753 billion yuan, a new single-month high. (File photo)

[Reporter Fang Weijie/Report from Taipei] Pegatron (4938), driven by the ignition of AI product shipments and the assistance of the new iPhone, its revenue in September soared past the 200 billion yuan mark, reaching 214.753 billion yuan, a new single-month high, driving The third-quarter performance reached 389.073 billion yuan, a new record for the same period, which prompted the stock price to jump short and open higher today. As of 9:37 a.m., it was temporarily quoted at the upper limit price of 98.6 yuan, with a trading volume of 35,794 pieces, and a total of 1,979 price limit buy orders have not yet been completed.

Pegatron shipped 460,000 laptops in September, a monthly increase of 8.25% and an annual decrease of 44.2%. In the third quarter, it shipped approximately 1.3 million units, a quarterly decrease of 25.7% and an annual decrease of 45.8%. The group continues to focus its operations on the AI ​​industry. Currently, the demand for downstream servers is still quite strong. In addition to the continued development of hardware, countries are also increasing their investment in AI infrastructure. Pegatron is optimistic that the revenue contribution of AI products this year is expected to exceed 10%.

Please read on...

Although Pegatron is regarded by the market as a "back-end class" in the AI server track, the management continues to make breakthroughs and has begun to bear fruit in the second half of this year. The management is optimistic that the group has officially entered the autumn harvest stage of "tenfold growth" in AI. It will ship Huida GB300 this year and further integrate the latest Vera Rubin servers. All new orders on hand must reach Level 11.

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What to Watch

AI outlook — possibilities, not facts

  • Pegatron’s AI products will contribute more than 10% of revenue this year

    Possible · Within months

Open Questions

  • Can the revenue contribution of AI products exceed 10% as management expects?
  • Can Pegatron continue to receive orders from Huida and the latest server platform?

Related Topics

Pegatron
PeopleFang Weijie
PlacesTaipei
TopicsRevenueAI serveriPhonestock pricedaily limit
This article was originally published by 自由时报.

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