Pegatron AI shipments ignite, revenue in September reaches 214.7 billion yuan, hitting a new monthly high

Pegatron benefited from the fact that its AI servers have officially entered the shipping stage, and its revenue in September hit a new monthly high. (File photo)

[Reporter Fang Weijie/Taipei Report] Pegatron (4938) benefited from its AI server officially entering the shipping stage, and the addition of iPhone 18 The new Pro model was launched. Revenue in September was 214.753 billion yuan, a monthly increase of 143.2% and an annual increase of 86.9%, setting a new monthly high. It drove the third quarter performance to 389.073 billion yuan, a new record for the same period. The cumulative revenue in the first three quarters of this year was 907.626 billion yuan, an annual increase of 13.79%.

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 AI revenue contribution this year will exceed 10%.

Although Pegatron is regarded by the market as a "back-end class" in the AI ​​server track, the management continues to make breakthroughs, and the results will begin in the second half of 2026. The management is optimistic that the group will officially enter the autumn harvest stage of "tenfold growth" in AI. It will ship Huida GB300 this year and further integrate the latest Vera Rubin server. All new orders on hand must reach Level 11.