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"description": "2026年06月02日(优分析/产业数据中心报导)⸺ AI 时代的竞争,已经不再只是比谁的 GPU 算力更强,而是谁能更有效率地处理资料、降低 AI 部署成本,并让企业把 AI 真正落地。 群联电子(8299-TWO)于 COMPUTEX 2026 正式揭示企业转型新方向,宣布以 「AI 赋能者(AI Enabler)」 为核心主轴,从过去的 NAND 控制晶片与储存技术领导者,进一步扩展为涵盖 AI 基础架构、边缘 AI 运算与 AI 软体平台 的全方位 AI 解决方案供应商。 这代表群联的角",
"img": "https://cimg.cnyes.cool/prod/news/6480469/o/5ecf4977b4201e25bc70a2e94c055950.jpg",
"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6480469/o/5ecf4977b4201e25bc70a2e94c055950.jpg\" alt=\"群联电子提供\" /><p class=\"isSelectedEnd\">2026年06月02日(优分析/产业数据中心报导)⸺ AI 时代的竞争,已经不再只是比谁的 GPU 算力更强,而是谁能更有效率地处理资料、降低 AI 部署成本,并让企业把 AI 真正落地。</p>\n<p class=\"isSelectedEnd\">群联电子(8299-TWO)于 COMPUTEX 2026 正式揭示企业转型新方向,宣布以 「AI 赋能者(AI Enabler)」 为核心主轴,从过去的 NAND 控制晶片与储存技术领导者,进一步扩展为涵盖 AI 基础架构、边缘 AI 运算与 AI 软体平台 的全方位 AI 解决方案供应商。</p>\n<p class=\"isSelectedEnd\">这代表群联的角色正在改变。过去市场看群联,主要关注 SSD 控制晶片、NAND 景气循环与储存需求;但现在群联试图把 NAND Flash、SSD、控制晶片、AI Cache、Computational Storage 与 AI 平台架构整合起来,成为企业导入本地 AI、主权 AI 与边缘 AI 的关键推手。</p>\n<p class=\"isSelectedEnd\"><img style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https://cimg.cnyes.cool/prod/news/6480469/o/f2bea6ddaf2c574de6f058e0bdd18708.jpg\"></p>\n<h2>AI 时代的痛点:不是只有算力不够,资料与记忆体也成为瓶颈</h2>\n<p class=\"isSelectedEnd\">随着生成式 AI、企业 AI、Agentic AI 快速发展,企业面临的不只是 GPU 不够用,还包括模型部署成本过高、GPU 与 HBM 资源不足、资料隐私风险增加,以及 AI 工作负载对储存频宽、记忆体容量与能耗带来的压力。</p>\n<p class=\"isSelectedEnd\">也就是说,AI 的真正落地,不只是买更多 GPU 就能解决。</p>\n<p class=\"isSelectedEnd\">企业要建立本地 AI 或主权 AI 环境,还需要解决几个核心问题:资料要怎么存?模型要怎么跑?GPU/XPU 资源要怎么调度?记忆体不够时要怎么延伸?如何兼顾效能、成本与资料自主权?</p>\n<p class=\"isSelectedEnd\">群联这次在 COMPUTEX 2026 展示的重点,就是围绕这些痛点提出完整的 AI 储存与运算架构解决方案。</p>\n<h2>四大技术方向,群联全面切入 AI 与高速储存市场</h2>\n<p class=\"isSelectedEnd\">群联此次展出聚焦四大核心方向,包括:企业级 AI、主权 AI 与 Agentic AI 平台、AI 资料中心与企业级高速储存、轻薄笔电与高速行动储存,以及 PCIe 6.0 高速传输与讯号完整性技术。</p>\n<p class=\"isSelectedEnd\">这四大方向背后,其实可以看出群联的转型路线:从「储存零组件」走向「AI 系统架构」。</p>\n<h2>一、打造企业级 AI、主权 AI 与 Agentic AI 平台</h2>\n<p class=\"isSelectedEnd\">第一大主轴,是协助企业建立本地 AI 与主权 AI 环境。</p>\n<p class=\"isSelectedEnd\">群联推出 Phison AI Data Platform,整合 AI 基础硬体、资源调度、AI 软体模组与应用服务,协助企业更快速部署并扩充本地 AI 环境。这意味着群联不只是卖硬体,而是希望提供企业一套从基础设施到应用服务的 AI 平台解决方案。</p>\n<p class=\"isSelectedEnd\">同时,群联也展示自研 HCI 超融合架构软体,可进行 AI 工作负载调度、GPU/XPU 资源整合与丛集管理,协助企业整合既有与新世代 AI 基础架构。</p>\n<p class=\"isSelectedEnd\">这对企业来说非常关键,因为 AI 部署往往不是单一设备就能完成,而是牵涉到 GPU、CPU、记忆体、储存、网路与软体调度。群联若能在这一层提供整合能力,就有机会从单纯硬体供应商,升级成 AI 基础架构平台供应商。</p>\n<h2>aiDAPTIV:把 NAND Flash 变成 AI 记忆体延伸层</h2>\n<p class=\"isSelectedEnd\">这次群联最重要的技术亮点之一,就是 Pascari aiDAPTIV™ 技术。</p>\n<p class=\"isSelectedEnd\">aiDAPTIV 的核心概念,是将 NAND Flash 作为 AI 记忆体延伸层,降低 AI 对昂贵 DRAM 与 HBM 的依赖,提升 AI 训练与推论部署弹性。</p>\n<p class=\"isSelectedEnd\">更白话来说,过去大型 AI 模型要在本地端运行,往往会卡在 GPU VRAM、系统 DRAM 或 HBM 容量不足。但 aiDAPTIV 透过动态记忆体架构,整合 GPU VRAM、系统 DRAM 与 Flash Storage,让系统的有效记忆体容量大幅提升,使大型 AI Agent 有机会在本地端硬体上运行。</p>\n<p class=\"isSelectedEnd\">这也让 NAND Flash 的角色被重新定义:它不只是拿来储存资料,而是可以成为 AI 运算过程中的记忆体延伸资源。</p>\n<h2>AI20EH:让 SSD 从储存装置进化成 AI 推论加速引擎</h2>\n<p class=\"isSelectedEnd\">群联于 COMPUTEX 2026 展示的 Pascari AI20EH「AI PC 极速推论解决方案」,是 aiDAPTIV 技术具体落地的重要产品之一,并荣获 COMPUTEX Best Choice Award 类别奖。</p>\n<p class=\"isSelectedEnd\">AI20EH 透过群联独家 aiDAPTIV 技术,将 NAND Flash 作为 AI KV Cache 使用,使 SSD 从单纯的储存装置,进化成 AI 推论加速引擎。</p>\n<p class=\"isSelectedEnd\">根据群联测试数据,在相同 AI PC 硬体规格下,Pascari AI20EH 最高可提升 AI 模型推论速度达 102 倍、降低 67% 记忆体使用量,并协助企业降低最高 53% 地端 AI 部署成本。</p>\n<p class=\"isSelectedEnd\">这组数据非常值得注意,因为它凸显群联想传达的核心讯息:AI PC 与地端 AI 的升级,不一定只能靠更昂贵的 DRAM 或 HBM,也可以透过 NAND 与 SSD 架构创新,改善效能与成本结构。</p>\n<h2>Hybrid Router 与 UFS 4.1,让 Agentic AI 从 PC 延伸到行动装置</h2>\n<p class=\"isSelectedEnd\">除了 AI PC,群联也展示与 Intel 深度合作的 Hybrid Router for OpenClaw 架构,结合 Intel Core Ultra 处理器的 AI PC 平台与 aiDAPTIV 技术,提升本地 Agentic AI 的多任务规划与工具调用能力,同时兼顾低延迟与资料隐私。</p>\n<p class=\"isSelectedEnd\">这代表群联看好的不只是单一 AI 功能,而是更进阶的 AI Agent 应用。未来 AI PC 若要真正成为工作助手,不只是回答问题,而是能规划任务、调用工具、处理多步骤流程,背后就需要更强的记忆体架构与资料存取效率。</p>\n<p class=\"isSelectedEnd\">此外,群联也展示搭配 MediaTek Dimensity 9500 平台与 aiDAPTIV 的 Hybrid UFS 4.1 解决方案,展现行动装置端 AI,也就是 On-device AI 的应用能力,强化 AI 手机与边缘 AI 装置的即时推论效能。</p>\n<p class=\"isSelectedEnd\">换句话说,群联的 AI 布局不只放在 PC,也延伸到手机、边缘装置与行动 AI 平台。</p>\n<h2>二、布局 AI 资料中心与企业级高速储存</h2>\n<p class=\"isSelectedEnd\">第二大主轴,是 AI 资料中心与企业级高速储存。</p>\n<p class=\"isSelectedEnd\">随着 AI 训练与推论带动资料量高速成长,资料中心对高容量、高耐用度与高密度储存需求同步提升。群联此次展示完整 Pascari 企业级 SSD 产品线,瞄准 AI 资料中心应用。</p>\n<p class=\"isSelectedEnd\">其中,Pascari D206V 采 U.2、E1.L、E3.L、E3.S 规格,容量最高达 245.76TB,支援 PCIe Gen5、NVMe 2.0、14GB/s 读取速度,并具备 Dual-port、Power Loss Protection、AES 加密与 TCG Opal 2.0 等企业级功能,可有效降低 AI 资料中心空间与营运成本。</p>\n<p class=\"isSelectedEnd\">Pascari D206V 也获得 COMPUTEX Best Choice Award 金奖,显示群联在超高容量企业级储存领域的技术突破。</p>\n<p class=\"isSelectedEnd\">此外,群联也推出 Pascari X202Z,提供最高 60 DWPD 高耐用度,适用高写入 AI 工作负载;Pascari B200P 则针对伺服器 Boot Drive 设计;Pascari D250P 则采 E1.S 规格,并展示 Liquid-Cooling Ready 液冷概念设计,对应高密度 AI 资料中心需求。</p>\n<p class=\"isSelectedEnd\">同时,群联也抢先展示新一代 PCIe Gen6 SSD 控制晶片 X3,提前布局下一世代高速 AI 储存市场。</p>\n<h2>三、推动轻薄笔电与高速行动储存市场</h2>\n<p class=\"isSelectedEnd\">第三大主轴,是轻薄笔电与高速行动储存。</p>\n<p class=\"isSelectedEnd\">AI PC 若要普及到主流笔电市场,除了效能之外,低功耗、轻薄化与成本也是关键。群联此次推出 E37T PCIe Gen5 DRAM-less SSD,容量最高可达 8TB,读写速度最高可达 14.9GB/s,兼具高速传输、低功耗与能效优势,适合轻薄笔电平台。</p>\n<p class=\"isSelectedEnd\">DRAM-less SSD 的特色在于不需要额外 DRAM,可降低功耗与成本,也更符合轻薄笔电对空间与能耗的要求。若 AI PC 渗透率持续提升,这类高速、低功耗储存方案也有望成为笔电平台升级的重要一环。</p>\n<p class=\"isSelectedEnd\">在行动装置方面,群联展示新一代 UFS 5.0 控制晶片 PS8365,传输速度最高可达 10GB/s,瞄准未来 AI 手机、高速行动装置与边缘 AI 系统需求。</p>\n<p class=\"isSelectedEnd\">此外,群联也展示 PCIe-to-UFS 3.1 解决方案 PS5963 Bridge IC,搭配 PS8329 UFS 3.1 解决方案,采用 M.2 2230 规格,可应用于主流轻薄笔电市场,兼顾硬体空间设计与成本效益。</p>\n<h2>四、PCIe 6.0 高速传输,抢攻下一代讯号完整性技术</h2>\n<p class=\"isSelectedEnd\">第四大主轴,则是高速传输与 PCIe 6.0 讯号完整性技术。</p>\n<p class=\"isSelectedEnd\">随着 PCIe 6.0 导入 PAM4 讯号技术,高速传输的讯号完整性与除错难度大幅提升。群联展示 PS7261 PCIe 6.0 Retimer,支援即时遥测分析、PAM4 高速讯号眼图视觉化,以及 LTSSM 链路训练与状态管理机制监控功能,可协助研发工程师快速分析 PCIe 6.0 传输过程中的讯号品质、链路稳定性与系统连线状态。</p>\n<p class=\"isSelectedEnd\">此外,群联也与 Molex 合作展示整合 PS7161 Linear Redriver 的 Active Copper Cable,提升高速传输距离与稳定性。</p>\n<p class=\"isSelectedEnd\">这代表群联不只布局 SSD 与 AI 储存,也往高速传输介面与讯号完整性技术延伸。随着 AI 伺服器、资料中心与高速运算平台对 PCIe 6.0 需求升温,Retimer、Redriver 与高速讯号管理能力,也可能成为下一代 AI 基础架构的重要零组件。</p>\n<h2>潘健成:AI 竞争不再只是算力,而是资料存取效率与系统整合</h2>\n<p class=\"isSelectedEnd\">群联电子执行长潘健成表示,AI 时代的竞争力,已不再只是算力的竞争,而是资料存取效率与系统架构整合能力的竞争。</p>\n<p class=\"isSelectedEnd\">他指出,随着全球资料量高速成长,传统储存架构已难以满足现代 AI 训练与推论需求。群联近年积极从 SSD 控制晶片技术,延伸至 AI Cache、Computational Storage 与 AI 平台架构领域,希望透过软硬体整合,大幅降低企业建置主权 AI 与本地 AI 的门槛与成本。</p>\n<p>这段话其实点出了群联转型的核心:未来群联想卖的,不只是 SSD 控制晶片,而是 AI 时代需要的资料存取效率、记忆体延伸能力与系统架构整合方案。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/8197051641\">原文连结</a>\n <br>※ 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。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-5993.html\" title=\"保经代五大松绑最快9月底前上路 高龄免录音录影、OIU转介费合法化\">保经代五大松绑最快9月底前上路 高龄免录音录影、OIU转介费合法化</a></li>\n <li><a href=\"/new/tw/article-12096.html\" title=\"致伸推进服务型机器人落地 日韩市场展开测试拚2027年导入量产\">致伸推进服务型机器人落地 日韩市场展开测试拚2027年导入量产</a></li>\n <li><a href=\"/new/tw/article-1827.html\" title=\"传产大翻身!谢金河点名台化、新纤跨足电子材料 股价、市值上演惊奇秀\">传产大翻身!谢金河点名台化、新纤跨足电子材料 股价、市值上演惊奇秀</a></li>\n <li><a href=\"/new/tw/article-15022.html\" title=\"营收速报 - 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