According to its earnings call on November 12, Pegatron (4938) reported net earnings per share of NT$3.74 for the first nine months of 2026, up 9.8% year-over-year. In the third quarter alone, earnings per share declined to NT$1.49, down 11.4% from the previous quarter due to stock valuation losses and higher interest expenses. Co-CEO Cheng Guang-chih expressed confidence that the company's server business will achieve multiples growth in 2027, targeting it to exceed traditional information products revenue. The company maintains its goal for server-related business to account for 10% of total 2026 revenues, with ASIC server shipments expected to ramp up in the coming months.

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