TAIPEI (Taiwan News) — Pegatron Co-CEO Cheng Kuang-chih (鄭光志) said the company’s AI server business recorded year-on-year growth of more than 100% last year, and is expected to post similar growth this year.
Pegatron acquired two manufacturing facilities in Taoyuan from HTC in May 2025, which will be put into production this year for AI servers, EV components, and robotics parts, per CNA.
The company’s AI server production line at its Mexico facility completed trial production late last year. Its first factory in Texas is expected to be completed by the end of March, with trial production set to begin in April. The US facility will manufacture AI servers, including Nvidia’s GB300 systems used in large data centers for generative AI applications.
Pegatron said that its AI server shipments this year will include Nvidia’s GB200 and GB300 systems. This year marks the company’s fourth year in the AI server business, with its AI server R&D workforce at about 700 people and expected to expand to around 1,000 this year.
Cheng noted that AI servers are primarily used by cloud service providers, data centers, and businesses. Pegatron will increase its focus on large cloud service providers this year. It will also ship application-specific integrated circuits, advanced chips used for AI model operations, cryptocurrency mining, and autonomous driving control in EVs.
Pegatron reported revenue of NT$1.12 trillion (US$35.7 billion) last year, down 0.72% from 2024. The company attributed the decline to investments in AI server manufacturing facilities and said related orders are expected to rise significantly this year.
To reduce the impact of US tariffs, Pegatron added that it will expand production capacity for EVs and related components at its US factory. It also plans to dedicate part of the production lines at its Indonesia and Vietnam factories to the EV segment.
Pegatron showcased its self-developed robotic dog, Simba, at Computex in Taipei in May. The robot is designed for disaster relief and military applications. The company plans to enhance the development of key robotic components, including motors, wireless modules, sensors, and control software.
