Pegatron Corp (和碩), a key assembler of Apple Inc’s iPhones, on Thursday reported a 12.3 percent year-on-year decline in revenue for last quarter to NT$257.86 billion (US$8.44 billion), but it expects revenue to improve in the second half on traditional holiday demand.
The fourth quarter is usually the peak season for its communications products, a company official said on condition of anonymity.
As Apple released its new iPhone 17 series early last month, sales in the communications segment rose sequentially last month, the official said.
Photo: AFP
Shipments to Apple have been stable and in line with earlier expectations, they said.
Pegatron shipped 2.4 million notebook computers last quarter, unchanged from the previous quarter, the official said.
The momentum remains stable this quarter, they said.
The company also expects shipments of servers in the second half to be stronger than in the first half, in line with its previous guidance, the official said.
The new plant in Mexico that the company acquired last year entered volume production last quarter, they said.
Pegatron on Tuesday said that it had acquired another plant in Texas for US$30.72 million to boost server production capacity to increase supply chain resilience as requested by its customers.
The company also made progress in tapping into the auto onboard computer market, as it has begun shipping products to a major US electric automaker.
Pegatron said it plans to launch new products with two other automakers from the US, Japan or Europe.
Separately, Inventec Corp (英業達) on Thursday reported a 7.57 percent year-on-year increase in revenue to NT$176.29 billion for last quarter, a record for the period, supported by stable notebook and server shipments.
Inventec shipped 5.4 million notebook computers last quarter, flat from the previous quarter.
Notebook shipments are expected to decline slightly this quarter from the previous quarter, indicating that the holiday season effect is unlikely to materialize, a company official said.
Notebook computer shipments are still expected to grow 3 to 5 percent year-on-year this year, the company said.
Server shipments increased last quarter from the previous quarter, but revenue declined due to an unfavorable product mix, the company said.
Server shipments this quarter are expected to decline further, the official said.
Most servers shipped by Inventec would be Nvidia Corp’s B200 HGX this quarter, as they were last quarter, the company said.
Servers accounted for about 40 percent of Inventec’s total revenue last quarter.
The company said it aims to increase that to 50 percent for the whole of the year.
ENERGY ISSUES: The TSIA urged the government to increase natural gas and helium reserves to reduce the impact of the Middle East war on semiconductor supply stability Chip testing and packaging service provider ASE Technology Holding Co (日月光投控) yesterday said it planned to invest more than NT$100 billion (US$3.15 billion) in building a new advanced chip testing facility in Kaohsiung to keep up with customer demand driven by the artificial intelligence (AI) boom. That would be included in the company’s capital expenditure budget next year, ASE said. There is also room to raise this year’s capital spending budget from a record-high US$7 billion estimated three months ago, it added. ASE would have six factories under construction this year, another record-breaking number, ASE chief operating officer Tien Wu
The EU and US are nearing an agreement to coordinate on producing and securing critical minerals, part of a push to break reliance on Chinese supplies. The potential deal would create incentives, such as minimum prices, that could advantage non-Chinese suppliers, according to a draft of an “action plan” seen by Bloomberg. The EU and US would also cooperate on standards, investments and joint projects, as well as coordinate on any supply disruptions by countries like China. The two sides are additionally seeking other “like-minded partners” to join a multicountry accord to help create these new critical mineral supply chains, which feed into
For weeks now, the global tech industry has been waiting for a major artificial intelligence (AI) launch from DeepSeek (深度求索), seen as a benchmark for China’s progress in the fast-moving field. More than a year has passed since the start-up put Chinese AI on the map in early last year with a low-cost chatbot that performed at a similar level to US rivals. However, despite reports and rumors about its imminent release, DeepSeek’s next-generation “V4” model is nowhere in sight. Speculation is also swirling over the geopolitical implications of which computer chips were chosen to train and power the new
TECH WINNERS: Taiwan and South Korea reported robust trade, which suggests that they have critical advantages in the rapidly expanding AI supply chain, an official said Exports last month surged to a new high, as booming demand tied to artificial intelligence (AI) infrastructure fueled shipments of advanced technology components, underscoring the nation’s pivotal role in the global semiconductor supply chain. Outbound shipments climbed to US$80.18 billion, the highest ever for a single month, rising 61.8 percent from a year earlier and marking the 29th consecutive month of growth, the Ministry of Finance said yesterday. “The surge was driven primarily by global investment in AI infrastructure,” Department of Statistics Director-General Beatrice Tsai (蔡美娜) said. The mass production of next-generation AI computing systems has accelerated procurement across the semiconductor supply
RSS