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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6661012/o/ed881fc6d7d0991c72da811233712111.jpg\" alt=\"东元官网新闻中心 10 月 30 日新闻稿图：鸿海科技日 NVIDIA DSX POD 机柜与东元团队\" /><p>2026年11月13日（优分析／产业数据中心报导）⸺ 东元(1504-TW)承接的资料中心专案以工程为主，金额须随工程进度分批认列营收。公司预估 2026 年这部分的接单金额超过 100 亿元，到 10 月底已达成目标的八成以上。</p><p>公司表示，接单来源以马来西亚、泰国与日本为主。模组化资料中心的运作验证安排于 2026 年第 4 季、也就是下个月完成，待验证与认证通过后，才洽谈日本案场后续的 350MW。</p><p>模组化资料中心是把机房拆成电力、冷却、通讯与伺服器等模组，在工厂预制后运到现场组装，客户因此可以压缩现场施工的时间。东元累计承揽的资料中心建置容量接近 1GW，这是 20 多年的累积。</p><h2>槟城厂 2027 年 7 到 8 月完工</h2><p>交付须有生产基地支援，模组化资料中心目前仅在马来西亚新山厂生产。公司在槟城新建的厂区占地 7 万多平方公尺，预计 2027 年 7 到 8 月完成，届时会有两个生产基地。</p><p>如下图，根据优分析产业资料库，2026 年前 3 季的资本支出合计超过 2025 年全年，单季都在 3.4 亿元以上，占营收比重维持在 2% 到 4%，建厂的钱先出去，产能要等 2027 年才到位，图只到 2026 年第 3 季。</p><p><img src=\"https://cimg.cnyes.cool/prod/news/6661012/o/2605af5fbcb451d76c2d3e696274710a.jpg\" alt=\"东元资本支出占营收比重，2026 年前 3 季资本支出已超过 2025 年全年\"></p><p>（资料来源：优分析产业资料库）</p><p>槟城的基地是自有土地，可节省寻地所需的行政时间，加快建厂时程。公司说明，接单成长的同时仍须扩增团队，并加快产能建置；泰国后续的规模与马来西亚不相上下。</p><p>美国市场的进度则有所不同。公司表示，2026 年期中选举过后美国资料中心的建置速度略为放缓，既有专案仍会持续推进，未来的建置会先看水与电的条件，电力供应是洽谈的前提。</p><h2>鸿海科技日展出货柜机房</h2><p>2026 年 10 月 30 日的鸿海科技日上，东元展出与鸿海合作、基于 NVIDIA DSX POD 参考设计的一体式模组化资料中心，两家公司将鸿海的伺服器机柜与东元的机房外电力、冷却系统整合至同一个 40 呎货柜，同场也展出 800V 直流供电架构与固态变压器技术。</p><p>固态变压器将变压与电力转换整合于同一台设备，对应资料中心提高供电电压后的需求。NVIDIA 在当天把东元列为这个与鸿海合作模式的供应链厂商之一。</p><p>今年取得的工程订单须待槟城厂 2027 年 7 到 8 月完工、新山与槟城两地同时出货，接单与交付量能才会扩大。在那之前，交付能力受制於单一基地。</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/6027059324\">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-17566.html\" title=\"〈房产〉豪宅除高总价之外车位价格也惊人 这里一个车位要价近千万元\">〈房产〉豪宅除高总价之外车位价格也惊人 这里一个车位要价近千万元</a></li>\n <li><a href=\"/new/tw/article-15632.html\" title=\"〈台股开盘〉升息压力加剧、AI产业三巨头吁放缓先进模型开发 台股跌逾700点掼破月线\">〈台股开盘〉升息压力加剧、AI产业三巨头吁放缓先进模型开发 台股跌逾700点掼破月线</a></li>\n <li><a href=\"/new/tw/article-1776.html\" title=\"〈COMPUTEX〉中环董座翁明显：Q2估转盈、下半年逐季成长 光碟价格续涨双位数\">〈COMPUTEX〉中环董座翁明显：Q2估转盈、下半年逐季成长 光碟价格续涨双位数</a></li>\n <li><a href=\"/new/tw/article-24236.html\" title=\"营收速报 - 鸿劲(7769)10月营收52.23亿元年增率高达78.8％\">营收速报 - 鸿劲(7769)10月营收52.23亿元年增率高达78.8％</a></li>\n <li><a href=\"/new/tw/article-24354.html\" title=\"〈台股开盘〉权王台积电扮多头主帅 集中市场早盘强弹登4万3000点\">〈台股开盘〉权王台积电扮多头主帅 集中市场早盘强弹登4万3000点</a></li>\n <li><a href=\"/new/tw/article-23165.html\" title=\"巨亨速报 - Factset 最新调查：环球晶(6488-TW)目标价调降至1055元，幅度约4.09%\">巨亨速报 - Factset 最新调查：环球晶(6488-TW)目标价调降至1055元，幅度约4.09%</a></li>\n </ul>\n</div>",
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