Group 1 - The core message from Hon Hai Group's recent closed-door meeting is the strong optimism regarding AI server orders, which are secured until 2027, and the company's involvement in large-scale AI projects worth hundreds of billions of dollars [1][2] - Hon Hai's competitive advantage in the ICT, AI, and electric vehicle sectors lies in its extensive customer base and order volume, with over 40% market share in AI servers [1][2] - The company has updated its plans for a new factory in Houston, Texas, indicating preparation for future demand rather than immediate needs [2] Group 2 - The electric vehicle market is characterized by intense competition, and Hon Hai does not intend to compete directly with Chinese brands, which may become future customers [2] - Hon Hai's strategy involves regional manufacturing for automobiles to enhance competitiveness and navigate tariff protections [2]
鸿海AI订单看到2027年 透露一定会参与国外数千亿美元大型专案
Jing Ji Ri Bao·2025-06-23 23:52