鸿海洽谈OpenAI新合作，刘扬伟看明年双位数成长、休士顿厂仍需扩建

2026-10-31 02:52:44 网络阅读（6）
2026年10月30日（优分析／产业数据中心报导）⸺ 鸿海(2317-TW)董事长刘扬伟10月30日表示，正与OpenAI洽谈新合作，待细节确认后对外公布。他并表示，AI产业并未出现泡沫，预期鸿海2027年仍可维持双位数成长，美国休士顿AI伺服器生产基地也有进一步扩建需求。
刘扬伟在年度科技日向媒体透露，当天稍早已与OpenAI执行长Sam Altman会面，但未说明合作内容。双方去年已达成协议，共同设计与开发资料中心机柜、零组件及其他AI硬体，新合作若落实，将延伸既有合作关系。
近期市场担心借贷成本攀升，可能影响科技业持续投入巨额AI资本支出的能力，相关股票因而承压。不过，刘扬伟仍看好产业需求，指出鸿海在德州休士顿已有六栋厂房，为辉达NVIDIA(NVDA-US)生产AI伺服器，且仍需要扩充。
AI基础建设也持续改变鸿海的营收结构。公司先前公布，包含AI伺服器的云端网路产品事业，第二季营收占比达51%，首度超过五成，成为集团重要成长来源。
除了扩建产能，鸿海也开始将人形机器人导入工厂。工业富联FII(601138-CN)董事长郑弘孟表示，德州厂区已部署逾10台人形机器人供内部使用，未来计划扩大至德州以外据点。
工业富联10月推出两款轮式机器人，一款可垂直升降搬运物品，另一款可弯腰执行组装及上下料作业。公司并以辉达GR00T基础模型为基础，开发人形机器人的AI模型。
※ 本文经「优分析」授权转载，原文出处:原文连结
※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。
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