Breaking
ITDrug trafficking managed from prison, 9 arrests in 6 provincesEUJapan launches unprecedented mission to bring back samples from Mars’ moon phobosINTLChristiane Amanpour to leave CNN after 43 yearsKRFire at Hyundai Motor Group’s Uiwang Research Center… Fire brigade "extinguishing fire"GLOBAL'Cannot play hide and seek': Singapore minister's warning over haze sends agricultural stocks lowerTRMeteorology announced: 20 October 2026 weather report... What will the weather be like today?CRYPTO-ENUS bans DeepSeek from civilian agency IT systemsCNAs Taiwan becomes stronger and stronger, this administrative district in Tainan starts sandbag disaster prevention againBRWeather forecast today for Recife (PE): sun with some clouds and passing rain; at night, lots of clouds but steady weatherUSGeneral Motors is set to report earnings before the bell. Here's what Wall Street expectsITDrug trafficking managed from prison, 9 arrests in 6 provincesEUJapan launches unprecedented mission to bring back samples from Mars’ moon phobosINTLChristiane Amanpour to leave CNN after 43 yearsKRFire at Hyundai Motor Group’s Uiwang Research Center… Fire brigade "extinguishing fire"GLOBAL'Cannot play hide and seek': Singapore minister's warning over haze sends agricultural stocks lowerTRMeteorology announced: 20 October 2026 weather report... What will the weather be like today?CRYPTO-ENUS bans DeepSeek from civilian agency IT systemsCNAs Taiwan becomes stronger and stronger, this administrative district in Tainan starts sandbag disaster prevention againBRWeather forecast today for Recife (PE): sun with some clouds and passing rain; at night, lots of clouds but steady weatherUSGeneral Motors is set to report earnings before the bell. Here's what Wall Street expects
Newsgather
All StoriesWorldSportsFinanceTechScienceHealthCultureClimatePoliticsSpace
Back焦點股》鴻海：買盤點火加持 帶量由綠翻紅
焦點股》鴻海：買盤點火加持 帶量由綠翻紅
Urgent
自由时报1 hour agoBusiness1 min readChinaView translation

焦點股》鴻海：買盤點火加持 帶量由綠翻紅

鴻海代工GPU伺服器

Quick Look

鴻海受惠於代工族群反彈及第四季強勁展望，盤中股價由綠翻紅，漲幅1.46%。公司指出，除了現有GPU伺服器，今年ASIC專案已有新客戶導入及新專案機會，相關產品市佔率將大幅提高，並預期最快今年底將看到新型雲端客戶帶來營運貢獻。

AI-generated summary

Why It Matters

鴻海為全球最大代工廠商，近年積極佈局AI伺服器及ASIC專案，受惠於全球AI需求成長。

Font size

鴻海指出，除了既有的GPU伺服器，今年ASIC專案已有新客戶導入及新專案機會，相關產品的市佔率也將大幅提高。（資料照）

〔記者方韋傑／台北報導〕鴻海（2317）受惠於代工族群反彈，加上第四季展望強勁，市場看好輝達（NVIDIA）新一代平台出貨呈現顯著季增，今日在買盤加持之下，鴻海盤中股價由綠翻紅，截至上午10時32分暫報243元，漲幅1.46%，成交量13418張。

鴻海指出，除了既有的GPU伺服器，今年ASIC專案已有新客戶導入及新專案機會，相關產品的市佔率也將大幅提高，未來幾代產品將有更全面參與，並依不同專案需求，在模組、冷卻系統及機櫃整合等關鍵環節扮演不同角色。

請繼續往下閱讀...

不僅大型CSP，鴻海已經看到更多新型雲端客戶及AI模型開發業者需求增加，隨AI應用從模型訓練延伸至推論、企業AI服務及主權雲等領域，預期相關需求將持續成長，最快今年底前就會開始看到新型雲端客戶帶來營運貢獻。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 鴻海將在今年底前看到新型雲端客戶帶來營運貢獻

    Likely · Within months

  • 鴻海ASIC專案相關產品市佔率將大幅提高

    Likely · Within months

Open Questions

  • 新型雲端客戶具體為哪些公司？
  • ASIC專案新客戶導入的時間點與規模是多少？
  • 相關產品市佔率提升的具體幅度與時間表？

Related Topics

鴻海
People方韋傑
Organizations輝達
Places台北
Topics代工GPU伺服器ASIC專案新客戶市佔率雲端客戶
This article was originally published by 自由时报.

Related Stories

Foreign capital selling pressure remains heavy! The New Taiwan dollar continued to explore new lows in the band, temporarily closing at 32.627 yuan at noon.
Developing·

Foreign capital selling pressure remains heavy! The New Taiwan dollar continued to explore new lows in the band, temporarily closing at 32.627 yuan at noon.

The exchange rate of the New Taiwan dollar against the U.S. dollar continued to fall in early trading, hitting a low of 32.627 yuan, depreciating 1.82 cents, setting a new low in the band, and temporarily closed at 32.616 yuan at noon. Foreign capital continued to outsell Taiwanese technology stocks, and funds were repatriated on a large scale. The New Taiwan dollar has depreciated for 7 consecutive trading days, with a cumulative decline of more than 2%. The central bank issued a statement yesterday to stabilize market confidence, but the pressure on remittances has not yet eased. The market is worried about tensions in the Middle East, high international oil prices and the Federal Reserve keeping interest rates high for longer, putting pressure on highly valued technology stocks. Huiyin insiders pointed out that the key to foreign investment is when the New Taiwan dollar will stop depreciating. As the exchange rate falls, exporters are expected to be more willing to sell foreign exchange. The central bank's timely entry into the market will help slow down the depreciation.

自由时报
2 min read
Stabilize export expectations with clear procedures and continue to improve export control effectiveness
Business·

Stabilize export expectations with clear procedures and continue to improve export control effectiveness

The Ministry of Commerce and the General Administration of Customs jointly issued an announcement on "Matters Related to Further Optimizing the Questioning and Identification of Export Control of Dual-Use Items", which clarified that the time limit for customs questioning and identification is 15 working days, and innovated the splitting and disposal mechanism of goods under the same customs declaration form, aiming to stabilize enterprises' export expectations, reduce compliance costs, and reflect the concepts of law-based administration and precise supervision.

中国新闻网
3 min read
Control what should be controlled and release what should be released - Optimization and adjustment of my country's drone export control policy
Business·

Control what should be controlled and release what should be released - Optimization and adjustment of my country's drone export control policy

On October 19, 2026, the Ministry of Commerce, together with relevant departments, announced the decision to optimize and adjust the export control of drone-related items. The adjustment is not simply tightening or relaxing, but establishing an institutionalized dynamic balance mechanism between precise risk management and compliance trade facilitation, which reflects the maturity of my country's export control governance capabilities. The policy evolution is characterized by normalization, two-way and precision, aiming to coordinate development and security, so that law-abiding people can pass without hindrance and law-breakers can hardly move.

中国新闻网
3 min read
National Development and Reform Commission: Promote the coordinated development of existing policies and incremental policies
Business·

National Development and Reform Commission: Promote the coordinated development of existing policies and incremental policies

The National Development and Reform Commission held a press conference today and announced that it will work with relevant departments to promptly introduce and implement incremental policies and promote the coordinated development of existing and incremental policies to achieve a good start in the "15th Five-Year Plan". Measures include enhancing the effectiveness of existing policies, promoting the start of major engineering projects, introducing private capital to participate in nuclear power, hydropower and water conservancy projects, optimizing industrial development policies, promoting the renovation of old reservoirs and the construction of high-standard granaries, and ensuring the implementation of incremental policies and economic monitoring and early warning.

中国新闻网
2 min read
Focus Stocks》Jiajing: It rose more than half the limit and hit the 5-day line
Urgent·

Focus Stocks》Jiajing: It rose more than half the limit and hit the 5-day line

The stock price of Jiajing (3016) opened lower and moved higher today. It once surged more than half the limit during the session, reaching 157.5 yuan and touching the 5-day line. It was still up 3.34% at 154.5 yuan at 10:39 am. The company benefited from strong customer demand and price increases. In August, its net profit before tax reached 92 million yuan, a year-on-year increase of 91 times, and its after-tax profit was 74 million yuan, a year-on-year increase of 73 times. Chairman Xu Jianhua said that in the third quarter, various product lines have started to increase prices. The demand for silicon photonics-related germanium silicon epitaxial crystals is strong, and the visibility of customer demand extends to 2028. It is expected that production capacity can be expanded to 3.5 to 4 times the current level next year, but it will still only be able to supply less than 50% of customer demand.

自由时报
2 min read
More on this topic鴻海