Pegatron

Pegatron is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in Taiwan. Its key suppliers include NVIDIA, Intel, AMD. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).

Electronics ODM for computing, networking, and servers.

Ticker
TWSE: 4938
Headquarters
Taiwan
Revenue
$34.6B (FY2025) · -0.7% YoY
Net income
$446M
Operating margin
1.2%
Market position
major
Value-chain segment
Systems & ODM (AI servers)
Key products
iPhone contract manufacturing (EMS), Server and networking hardware ODM, Xbox console manufacturing (Microsoft), Industrial computer systems, PC / tablet ODM

About Pegatron

Pegatron, headquartered in Taiwan, operates in the Systems & ODM (AI servers) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include iPhone contract manufacturing (EMS), Server and networking hardware ODM, Xbox console manufacturing (Microsoft), Industrial computer systems, PC / tablet ODM. wafergraph maps 3 tracked suppliers and 5 tracked customers for Pegatron across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

Key products

  • iPhone contract manufacturing (EMS)
  • Server and networking hardware ODM
  • Xbox console manufacturing (Microsoft)
  • Industrial computer systems
  • PC / tablet ODM

Suppliers

Customers

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Sources

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