ODM 結果共26筆

Taiwan’s server manufacturers closed out May 2026 with another round of record monthly revenues. The reports came days after Computex 2026 wrapped in Taipei on June 5, where Nvidia CEO Jensen Huang used his keynote to reaffirm the sheer scale of AI infrastructure demand.

Computex has always been a barometer for where the industry thinks the next wave of demand will come from. This year the message was unmistakable: the future belongs to agentic computing. The dominant workload will no longer consist of a human typing a prompt and reading a reply, but software that plans, calls tools, evaluates its own output, and iterates across many steps with little supervision.

2026 年為AI應用實踐爆發年，AI正式從雲端的數位助理轉化為生活、零售、工廠與企業決策中的｢實質生產力」。佳世達（2352）董事長陳其宏對目前集團的AI佈局信心滿滿，且這次佳世達卡位 AI 基礎建設全到位，更迎來訂單，「客戶有了，訂單有了，我們股票也要起飛了」。

塑膠筆電機殼龍頭巨騰國際月23日在香港申請停牌，外傳鄭家不堪連續3年虧損，有意出售股權，買家可能是中國藍思科技。業界認為，隨藍思、立訊、華勤等陸系企業崛起，台灣筆電代工比重今年恐首度跌破7成，產業格局面臨重大變革，台灣「筆電ODM王國」地位是否仍能維持也成焦點。

台灣製造業引擎正以前所未有的速度運轉，而AI是主要推動力。根據經濟部4月23日公布的數據，2026年3月工業生產指數達到136.90，較2月成長26.35%，較去年同期成長28.68%。2026年第一季是台灣製造業多年來最強勁的開季，即便剔除季節性因素，整體趨勢仍明顯向上。

Taiwan’s server orders from China are declining as Beijing accelerates AI self-sufficiency. U.S. hyperscalers continue avoiding Chinese suppliers, MIC reports.

For decades, Taiwan has built the world’s computers. Now, the island is quietly positioning itself to build the world’s robots. As Physical AI shifts from keynote rhetoric to commercial reality, Taiwan’s unique blend of semiconductor leadership, precision machinery expertise, and ODM-scale manufacturing is converging into a powerful ecosystem—one capable of producing both the ＂brains＂ and the ＂bodies＂ of intelligent machines.

Wistron Corporation was once best known as one of the world’s largest notebook assemblers. Today, it is one of the biggest stories in the AI hardware industry. In the first quarter of 2026, the Taiwan ODM posted the highest revenue growth rate among the island’s five major server makers, cementing a transformation that has reshaped the company from top to bottom. Wistron reported first-quarter 2026 consolidated revenue of NT$846.3 billion (US$26.5 billion), up an extraordinary 144.3% year-over-year. March alone set a new monthly record at NT$333.0 billion (US$10.4 billion), up 117.7% from a year earlier. February was equally striking, with revenue of NT$284.9 billion (US$8.9 billion), a 177.4% year-over-year jump.

Wiwynn Corporation, the Taiwan-based cloud infrastructure specialist majority-owned by Wistron, delivered a blockbuster first quarter in 2026 as voracious demand for AI servers continues to reshape the global technology supply chain. Once a niche player serving hyperscale cloud providers, Wiwynn has emerged as one of the most closely watched companies in the AI hardware race.

Chenbro Micom may not be a household name, but inside every major data center, its products are everywhere. The Taiwan company is one of the world’s leading makers of server chassis, the metal enclosures that house the processors, memory, and cooling systems powering the cloud. As AI infrastructure spending surges, Chenbro is posting record numbers and rapidly transforming from a chassis specialist into a full-service provider of rack-level mechanical solutions.

Inventec Corporation, one of Taiwan’s leading electronics manufacturers, posted record quarterly revenue in the first three months of 2026, powered by surging demand for AI servers. The results underscore the company’s successful pivot toward high-value AI infrastructure, even as its traditional notebook business holds steady.

台灣的AI伺服器製造商剛繳出了一份在兩年前看來不可能的第一季成績單。五大代工製造商（ODM）合計創造超過新台幣2兆元（約630億美元）的營收，動能來自輝達（Nvidia）GB300機架平台及美國主要超大規模業者客製化ASIC伺服器的強勁需求浪潮。邁入第二季，問題已不再是需求是否真實，而是台灣能否快速擴產以滿足需求。

Taiwan’s AI server makers just delivered a first quarter that would have seemed impossible two years ago. The five leading ODMs generated more than NT$2 trillion (roughly US$63 billion) in revenue, driven by Nvidia’s GB300 rack platform and a surging wave of custom ASIC servers from the major US hyperscalers. The question heading into Q2 is no longer whether demand is real. It is whether Taiwan can ramp up production fast enough to meet it.

Taiwan’s technology sector first-quarter 2026 results send a clear message that the AI infrastructure boom is continuing to accelerate. Across every layer of the island’s tech ecosystem, companies are posting record numbers and committing unprecedented capital to expand capacity. The real story emerging from Q1 is not any single headline figure, but how much more central Taiwan has become to the world’s computing infratructure.

全球電子產品ODM龍頭「華勤技術」與10家中國企業近期被調查局查獲，涉嫌非法在台灣挖角高科技人才。根據調查局公布，3月16日至26日，動員6個外勤處、在5個地檢署指揮下同步搜索49處、約談90人。調查局指出，這些陸企透過假台資、假僑外資等方式隱匿身分，未經核准在台設點，非法從事招募與業務活動。

As artificial intelligence transforms the global technology landscape, Taiwan’s fully integrated supply chain has become the indispensable foundation for next-generation AI chips. With seamless connections spanning IC design, wafer fabrication, advanced packaging, testing, equipment, and materials, Taiwan’s ecosystem delivers the agility, innovation, and scale that the fast-moving AI market demands. Taiwan now produces over 90% of advanced AI chips and AI servers, a concentration unprecedented in technology history.

「金寶集團」旺年會席開360桌、總獎金1000萬元，董事長「許介立」親自高歌《海闊天空》！他坦言2025年上半年營運不如預期，但下半年已好轉，預估2026年資料中心業績將成長2至3倍，AI產品占比更將從20%躍升至30%。

全球現貨記憶體價格於6個月內飆漲，不過大摩發布報告示警，在硬體需求疲軟之際，記憶體超級週期加劇，OEM／ODM廠面臨利潤率承壓風險。大摩分析，NAND與DRAM現貨價在短短6個月內分別大漲50%與300%，並調降華碩、技嘉、和碩等台灣廠商評等與目標價，但因看好緯創在AI領域發展，小幅調升其目標價，仍維持「優於大盤」。

本集《新聞幕後》聚焦AI無人機如何顛覆傳統軍工版圖。來賓為艾知科技共同創辦人 Monica（李芷婷），她直指「無人機是破壞式創新的代表」：在俄烏戰場上約三週就迭代一次，不僅軟體更新，連感測器、鏡頭、飛控與PCBA都同步進化，形成「軟硬整合快迭代」的新常態。也因此，外界想像的「一鍵干擾、整批墜落」並不成立；抗干擾與GPS否定導航等技術已內建於多個AI模型中，讓無人機能在瞬息環境中自動選擇最適策略並完成偵搜、導引與打擊等任務。

華碩執行長沈振來今天預估，5G在2年左右成熟，看好台灣手機、PC及IoT趕上5G，將是很大的進展與機會；高通則看好台灣過去在ODM、OEM累積很多專才，將是5G優勢。

髮飾配件ODM廠弘帆去年營運創高，將配發6元現金股利，弘帆也爭取到新的迪士尼授權商品客戶，將推出美女與野獸、玩具總動員4及冰雪奇緣2等電影相關授權商品。

他是讓臉書的VR平台遍布世界的頭號戰將，臉書行動產品業務發展副總裁拉格令曾是Google安卓全球合作夥伴總監，在Google8年期間掌管Google Nexus系列，主管OEM、ODM、晶片商和硬體經銷商的合作，是將Google的智慧型手機平台Android擴展至全球超過8成市占率的重要操盤手。

在日本各家電大廠面臨瓶頸之際，有一間只成立半年的家電品牌，兩度產品發表，30款商品通路從網路迅速擴及230個家電賣場，31歲的女社長中澤優子，整間公司只有她一個人，但從手機、4K電視、充電行李箱到玻璃鍵盤，產品五花八門，其實她是採ODM的方式只要一有想法，就帶著設計圖跑大陸工廠做，因為決策直接從企劃到做出商品，短短2個月就可以完成。其實她以前待過傳統的廠牌手機部門，但業界一昧追求機能，為了更輕更薄，砸大筆金錢研發卻輸掉市場的做法，讓她非常不能苟同，決定自己跳出來開公司，強調她的產品絕對沒有一些無謂功能、售價也更親民，雖然風格簡潔，但講究使用當季流行色有種小家電快時尚的味道。

iPhone 6即將發表，代工大廠富士康已經開始備戰，河南鄭州廠不僅已經開工了，現在還打算大舉招工十萬人，不僅產能可望看到明年第一季，也因為富士康的助益，將帶動河南全省進出口成長，而台灣其實不僅代工能力強，手機品牌廠在國際間奮戰也看到起色，根據統計，包含ODM廠與品牌業者今年第二季合計出貨量，突破2100萬支大關，季增達3成。

面對暸全球景氣低迷，許多大陸的工廠從外銷轉做內需，不過，也有些工廠接不到代工訂單，乾脆轉型做設計，也就是從過去的OEM轉為做ODM，外國客戶如果喜歡新款設計，可以下訂單，這樣也可以省掉較貴的國外設計費用，成功的轉型，讓這些紡織工廠，谷底翻身。