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EP245:鴻海科技日看門道!劉揚偉中途離席透露什麼AI訊號? ft. DIGITIMES資深記者 杜念魯

November 4, 2026 · 23 min

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✉️掌握前瞻趨勢與科技脈動,立即訂閱 IC之音電子報,2026/7/5 前訂閱再抽千元禮券等多項好禮:https://pse.is/98vqbe

鴻海科技日不只是年度新品發表會,更是觀察科技製造巨頭布局的重要窗口。今年從Vera Rubin AI伺服器、電動車新車款,到首度實體展示的AI資料中心模組DSX POD,展品背後透露哪些產業訊號?

DIGITIMES資深記者杜念魯帶路,解析劉揚偉反覆強調的「加工力」與「垂直整合」,看鴻海如何從集團內部整合,進一步串聯NVIDIA、Google等外部夥伴。還有一段現場插曲:劉揚偉臨時離席會見OpenAI執行長Sam Altman,這為鴻海的AI布局增添什麼想像?從看熱鬧到看門道,讀懂鴻海的下一步。

🚢COMPUTEX沒看到的伺服器現身
🚢必看的3+1款電動車
🚢沒有新鮮貨,就看垂直整合的門道
🚢NVIDIA DSX POD,柏林概念直送
🚢前端製程不可或缺,就是加工力
🚢單月營收破兆元的底氣
🚢一年一度盛會,老闆神隱3小時?
🚢Sam Altman外找,鴻海布什麼局?
🚢鴻海大艦隊全到齊,秀內外整合實力
🚢300多項技術展,全看完至少5小時
🚢AI需求沒問題,資本市場泡沫問專家
🚢電動車前進紐澳日,量產指日可待

👩🏻主持人:鄭淳予
🧑🏻來 賓:DIGITIMES資深記者 杜念魯

————————————

企劃︱鄭淳予
製作︱藍嘉珮、周信宏

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