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화석
Pegatron Corporation's subsidiary He Wei Investment Co., Ltd. (和瑋投資股份有限公司) has announced a board resolution approving the disposal of its equity stake in Lambda, Inc., a U.S.-based AI cloud computing company known for GPU infrastructure services. The divestiture represents a notable shift in Pegatron's AI-related investment portfolio and may signal a strategic reallocation of capital. Full body available on MOPS.
Pegatron reported May 2026 revenue of NT$96.0B, up 12.0% YoY and +10.1% MoM, marking a clear acceleration after a soft start to the year. The sequential rebound suggests improving order momentum in PC/server ODM shipments, likely tied to AI server build-outs benefiting Taiwan ODMs. YTD revenue of NT$427.3B remains -7.3% vs. 2025, indicating recovery is still in early innings.
Pegatron (4938.TW) reported Q1 2026 revenue of NT$244.1B with operating income of NT$2.83B and net income after tax of NT$2.86B, translating to basic EPS of NT$0.58. Non-operating items contributed NT$635.6M, lifting net income modestly above operating income. The result is broadly in line with sector norms for Taiwan's computer & peripherals OEM segment, where thin operating margins (~1.2% here) remain typical.