Meta撒钱攻AI冲上1.5兆元 广达、晟铭电迎大单

经济日报
Aug 28, 2025

美国总统川普26日于内阁会议透露,Meta执行长祖克柏亲自向他提案,要在路易斯安那州投入500亿美元(约新台币1.53兆元),扩大AI数据中心基础建设,是该公司原规划当地投资额的五倍,以自有的ASIC专案为主。市场认为,广达(2382)、晟铭电将联手夺单,成为台厂最大赢家。针对订单状况,国内供应链均不对单一客户评论。不过,据传Meta相关ASIC将由美商博通独家供货,晟铭电则有望切入机柜、部分水冷...

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