緯穎海外擴廠持續推進，資本支出逾24億元
緯穎持續推進海外擴廠，美國德州廠順利於去年第四季投產，將於今年上半年逐季放量。另已量產的馬來西亞一、二廠，近期也購置土地再擴產，以應後續營運需求。累計近三個月內，緯穎海外擴廠工程及採購機器設備支出已逾24億元。
緯穎4日公告，近3個月內於馬來西亞擴廠工程費用累計達10.74億元，另因應美國德州廠擴產機器設備費用，累計達4,229.55萬美元、約合新台幣13.38億元。
緯穎預期，今年資本支出規模將比2025年實際支出130億元再放大，包括台灣、馬來西亞、墨西哥和美國廠，皆將持續推進產能投資外，也將進行產線自動化升級。
緯穎董事長洪麗甯及總經理林威遠甫於2月底法說中，同聲釋出今年營運樂觀展望，其中AI伺服器業務方面，不僅將隨著ASIC專案與AI GPU新平台產品於下半年推出，挹注明顯成長動能，全年AI伺服器業務比重，更將較去年五成再擴大。
通用型伺服器方面，客戶端於今年亦展現強勁拉貨需求，預期季季維持年成長走勢，同步扮演營運揚升的動能之一。
美系四大CSP（雲端服務供應商）近日接續端出亮眼財報，並相繼針對新年度的資本支出規模加碼，也為包含緯穎在內的主要ODM台廠挹注後續利多。積極擴大自研ASIC AI伺服器拉貨量的AWS，將從目前已放量出貨Trainium 2／2.5機種，逐步至下半年轉向Trainium 3量產。法人看好，這將成拉抬緯穎今年度AI伺服器營運的關鍵成長動能。
此外，緯穎另一大客戶Meta也已宣告今年擴大投資AI基建，近日亦與AMD簽署AI基建合作案。法人預期，最快下半年起，緯穎於NVIDIA及AMD之AI GPU架構的AI伺服器機種，也將進入新平台的L11新出貨周期，屆時可望進一步反映在其整體業績規模上。
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