Pegatron, a Taiwan electronics assembly giant, said its AI server business will grow 10-fold in 2026, in a strong 2nd half 2026, media report, citing its Co-CEOs, and adding its new US factory has finished preparations and will ramp up production. More factory space will open and fresh workers hired – as much as a 3-4x increase – to enable Pegatron to hit the 10x target. The execs said the CPU shortage is more severe than memory, but Pegatron isn’t concerned about any parts/materials shortages because it started prepping at end-2025. (Note: Pegatron was late to AI servers compared rivals) $AMD(AMD.US) $Super Micro Computer(SMCI.US) #Pegatron #Foxconn #Wistron #Quanta

Source: Dan Nystedt