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鸿海:台湾人工智能调研-机架级人工智能服务器量产按计划推进;针对自主人工智能需求的模块化数据中心;买入评级
2025-09-09 02:40
9 September 2025 | 9:01AM HKT discussions were around AI server demand, expansions to data center business, and the outlook for its traditional consumer electronics business. Overall, management holds a positive view on the rack-level AI server shipment ramp-up, retaining confidence in the target of 300%+ QoQ growth in 3Q25. The company's partnership with TECO seeks to move from server rack production to complete data center solutions, aiming at sovereign AI clients. Consumer electronics segments are enteri ...