Taiwanese contract manufacturer Pegatron is growing again, and it expects an even better end to the year — good news for investors betting on the AI server boom.

• August sales jumped 34% from a year earlier, the company's third-best month of 2026.
• New phones from its customers should give a big lift in the fourth quarter.
• AI server shipments will beat the first half, driven by Nvidia's GB series, B200 and B300 chips.
• Laptops are the weak spot — shipments nearly halved from last year as chip and memory prices rise and parts run short.
• Pegatron is confident it can grow server sales tenfold this year and plans to raise spending on new capacity in Taiwan and North America.

Outlook: Servers could become one of Pegatron's three biggest businesses within a year or two, offsetting a shrinking laptop line.