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"content": "<p>AI需求快速扩大，客户对供应链的要求已不再只是产品效能与技术规格，更进一步延伸至供应规模及交付速度。鸿海(2317-TW)透过集团垂直整合优势，结合工业富联(FII)(601138-CN)的AI运算系统整合能力，以及旗下鸿腾精密科技(FIT)(6088-HK)的高速互联与关键零组件技术，透过技术创新与协同合作，共同因应客户对下一世代 AI 基础设施的需求。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6643282/l/91fde5ee3a80c5a438438cc58fa2de66.jpg\" alt=\"AI不只要算力更拚交付速度！FII、FIT深化合作因应客户「昨天到货」急单需求\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>FII董事长郑弘孟与FIT董事长卢松青于2026鸿海科技日对谈时指出，AI发展已进入系统竞争的新阶段。卢松青表示，过去客户关心的是产品规格能不能做出来，如今则进一步要求能否做得更多、更快，甚至希望当天下午就能交货。郑弘孟也幽默回应，有些客户甚至恨不得产品「昨天就能搭火箭送到」，凸显AI需求快速攀升下，客户对供应链反应速度及交付效率的要求日益提高。</p>\n\n<p>从鸿海集团角度来看，AI伺服器并非单一产品的竞争，而是涵盖运算系统、连接技术、电力管理与散热等多个环节。FII聚焦AI运算系统与伺服器整合，FIT则从高速互联及关键零组件切入，透过各自的技术专长，加上鸿海母集团跨领域资源与垂直整合能力，可望进一步强化产品开发与系统整合的协作效率，回应客户对AI基础设施快速扩建及交付的需求。</p>\n\n<p>随着AI伺服器运算规模扩大，系统内部资料传输、机柜供电及散热需求同步提高，相关零组件与技术也成为AI基础建设不可或缺的一环。FIT目前布局高密度Midplane连接器及CHIPLINK 448G，支援伺服器内部大量资料高速传输；光通讯方面则涵盖800G、1.6T及CPO技术，并发展ELSFP外置光源方案。在电力与散热方面，则透过高功率供电方案、硬铜排，以及结合快速接头、浮动式对接与防漏设计的液冷技术，协助AI资料中心提升供电及散热效率。</p>\n\n<p>除AI资料中心外，FIT也将连接与电力管理技术延伸至智慧移动领域，布局智慧电力骨干、高压连接器及电子化高压安全技术，并透过精密加工能力支援高速连接器与光通讯产品发展，持续扩大在AI及智慧移动两大应用市场的布局。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-11352.html\" title=\"〈华纸法说〉木片与运输价格居高不下推升成本 将减产至10月\">〈华纸法说〉木片与运输价格居高不下推升成本 将减产至10月</a></li>\n <li><a href=\"/new/tw/article-16816.html\" title=\"巨亨速报 - Factset 最新调查：群联(8299-TW)EPS预估上修至402.74元，预估目标价为2815元\">巨亨速报 - Factset 最新调查：群联(8299-TW)EPS预估上修至402.74元，预估目标价为2815元</a></li>\n <li><a href=\"/new/tw/article-6583.html\" title=\"巨亨速报 - Factset 最新调查：裕民(2606-TW)EPS预估上修至5.95元，预估目标价为76.1元\">巨亨速报 - Factset 最新调查：裕民(2606-TW)EPS预估上修至5.95元，预估目标价为76.1元</a></li>\n <li><a href=\"/new/tw/article-22579.html\" title=\"双喜临门！莹硕戒烟辅助学名药获台湾药证 子公司泰和硕取得原厂药独家代理\">双喜临门！莹硕戒烟辅助学名药获台湾药证 子公司泰和硕取得原厂药独家代理</a></li>\n <li><a href=\"/new/tw/article-20433.html\" title=\"盘中速报 - 柜买市场加权指数下跌-22.09点至398.04点，跌幅5.26%\">盘中速报 - 柜买市场加权指数下跌-22.09点至398.04点，跌幅5.26%</a></li>\n <li><a href=\"/new/tw/article-12198.html\" title=\"联亚7月受惠矽光产品出货放量 单月获利EPS 2.07元、年增近5倍\">联亚7月受惠矽光产品出货放量 单月获利EPS 2.07元、年增近5倍</a></li>\n </ul>\n</div>",
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