As the Taiwan stock market continues to hit record highs, concerns about overheating have emerged. Pegatron Chairman Jason Chang addressed these concerns on the 28th, noting that a P/E ratio of 22-28x is within a reasonable 20-30x range. He highlighted that Taiwan is at the heart of the AI trend, which is still in its early stages, with less than 30% development achieved so far. Chang denied rumors of NVIDIA investing in Pegatron subsidiary Kinsus, explaining that cooperation typically involves prepayments or equipment subsidies. Pegatron's co-CEOs projected a tenfold growth in AI server revenue this year.
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- Source: CNA (Central News Agency)
- Category: business_news
- Organizations: NVIDIA