广达:AI服务器需求强劲 订单可见度延续至2028年

格隆汇
Aug 14
广达首席财务官杨俊烈表示,AI服务器的需求强劲,订单可见度将延续至2028年。广达正大力投资扩大生产以满足客户需求,计划到2026年底,新的AI服务器容量预计将比去年翻一番,到2028年容量将再次翻倍。广达还将今年资本支出从原先的300亿新台币提高至400亿新台币,增长超过33%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10