Pegatron June revenue up 15.9% on server shipments, AI expansion

Pegatron's June figures reflect a mixed but growth-oriented picture. While the month-to-month decline of 4.9% from May signals possible seasonality or lumpy project cycles typical in server and infrastructure manufacturing, the 15.9% year-over-year rise indicates robust underlying demand. The company attributes this growth explicitly to shipments from its gradually expanding server business, which the manufacturer notes as new — suggesting this segment is in ramp-up phase. For contract manufacturers like Pegatron, server and AI infrastructure orders have become a meaningful revenue driver, even as overall monthly sequencing remains volatile. The gradual rollout language suggests the business is still in early stages, leaving room for further acceleration if deployment continues to scale.