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"description": "鸿海科技日登场,刘扬伟称第七届规模最大,AI伺服器机架周产能一年增至2,000架。 鸿海秀垂直整合与精密制造,AI伺服器Compute Tray组装由2小时多缩至20分钟。 鸿海全球厂区逾270个、土地逾4000万平方公尺,数位分身与Physical AI加速制造转型。",
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"content": "<p>鸿海(2317-TW)今(30)日举行2026年鸿海科技日,董事长刘扬伟于开幕致词时表示,今年迈入第七届,也是历年规模最大的一次,特别要向外界展示鸿海的「加乘力」及「垂直整合力」。他也透露,短短一年内,鸿海AI伺服器机架周产能已从上次科技日的1,000架翻倍至每周2,000架,展现快速扩大AI伺服器制造规模的能力。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6641741/l/ef6b63549557f7f886dcaa7f8f29e3ea.jpg\" alt=\"〈鸿海科技日〉刘扬伟:今年展现集团加乘力与垂直整合力 AI伺服器机架产能已较去年翻倍\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>刘扬伟表示,鸿海的竞争力不仅在于产品组装,更来自精密加工、垂直整合及全球制造布局,从材料、零组件、模组到系统整合,已具备跨国、跨洲的完整制造能力。鸿海的精密制造涵盖从厘米、微米到奈米的五大精密度等级,并透过剪裁、成型、增材及连线四大加工技术,提升材料运用效率、产品结构精密度及制程稳定度。</p>\n\n<p>在金属加工方面,鸿海透过高精密模具将金属片材直接压缩成型,制作3D立体结构机构件,突破传统切削加工方式。以笔记型电脑键盘孔为例,目前已能透过模具一次成型,使材料利用率提升至3.3倍,精密模具精度达2微米。此外,鸿海也具备小于1微米的加工精度,透过每分钟最高4万转的高速转轴及精密刀具,应用于光通讯晶片连接器及微光学元件。</p>\n\n<p>在AI伺服器制造方面,鸿海透过与客户共同开发的Co-Design解决方案,搭配100%自动化组装技术,将AI伺服器运算托盘(Compute Tray)组装时间从原本2个多小时缩短至20分钟,提升生产效率及量产能力。</p>\n\n<p>在垂直整合方面,刘扬伟以手机为例指出,鸿海可提供超过50%的零组件,涵盖Level 1至Level 5机构件、Level 6模组,一路延伸至Level 10组装与验证;电池领域则从材料、电芯、电池包到回收材料,提供完整生命周期制造服务。</p>\n\n<p>至于近两年最受市场关注的AI机柜,鸿海不仅负责机柜组装,更进一步整合AI机柜、电力及散热系统,从Level 1至Level 12建立完整制造链。其中,Level 1至Level 3及Level 5零组件由台湾、越南生产,Level 6主机板在新竹制造,Level 10系统整合由桃园负责,Level 11及Level 12系统则布局美国、墨西哥,在亚洲及北美提供完整系统制造服务。</p>\n\n<p>此外,鸿海也将精密制造能力延伸至光学领域,今年科技日展区展示为辉达(NVIDIA)生产的Spectrum-X CPO交换机。由于光学组装对位公差精细至微米等级,微小灰尘也可能造成连线失效,相关组装及测试须在无尘室内进行。鸿海已建立高度自动化的光纤对位、组装及检测产线,将原本只能在实验室完成的工序转化为可重复、可量产的制程,推动共同封装光学(CPO)从技术展示走向商用量产。</p>\n\n<p>在全球制造布局方面,鸿海透过数位分身(Digital Twin)技术加速转型,并延伸至实体AI(Physical AI)应用,借由工程变更及工作流程优化提升制造效率。目前全球管理土地总面积超过4000万平方公尺,相当于6500座足球场,全球厂区超过270个。</p>\n\n<p>刘扬伟指出,数位分身技术已在德州及北高雄展现突破,其中,用于生产Model T电动巴士的AI工厂也已于今年正式启用。在台湾,鸿海已能透过相距数公里的厂区完成研发、Level 6及Level 10制造,相关能力也已复制至亚洲其他据点;北美则布局Level 11及Level 12关键制造能力,并将技术推进至亚微米级(Sub-micron)工程及母机级精密模具。刘扬伟并指出,AI及自动化的导入不仅提升生产力,也创造更多高附加价值就业机会。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-1570.html\" title=\"〈COMPUTEX〉G2C+首度进军参展 并展示OpenUSD数位孪生成果\">〈COMPUTEX〉G2C+首度进军参展 并展示OpenUSD数位孪生成果</a></li>\n <li><a href=\"/new/tw/article-20612.html\" title=\"统一证打造友善金融服务 首度导入黑暗对话沉浸式体验\">统一证打造友善金融服务 首度导入黑暗对话沉浸式体验</a></li>\n <li><a href=\"/new/tw/article-5630.html\" title=\"野村投信:2026年下半年台股展望 AI驱动基本面续强 留意通膨与地缘政治变数\">野村投信:2026年下半年台股展望 AI驱动基本面续强 留意通膨与地缘政治变数</a></li>\n <li><a href=\"/new/tw/article-8696.html\" title=\"巨亨速报 - Factset 最新调查:力积电(6770-TW)目标价调升至100元,幅度约8.11%\">巨亨速报 - Factset 最新调查:力积电(6770-TW)目标价调升至100元,幅度约8.11%</a></li>\n <li><a href=\"/new/tw/article-2486.html\" title=\"〈热门股〉台亚积极布局第三代半导体 法人买超助攻股价周涨15%\">〈热门股〉台亚积极布局第三代半导体 法人买超助攻股价周涨15%</a></li>\n <li><a href=\"/new/tw/article-14610.html\" title=\"【优分析即时新闻】鸿劲盘中涨近7%、致茂涨近4%高功率AI与CPO扩大量测测试商机\">【优分析即时新闻】鸿劲盘中涨近7%、致茂涨近4%高功率AI与CPO扩大量测测试商机</a></li>\n </ul>\n</div>",
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