{"id":"n_oqyrs7yi7hkv4pfp3nwa","seq":10034807,"kind":"article","title":"廣達預估旺到明年 伺服器營收占比衝9成","title_en":"AMD expects strong performance next year with server revenue accounting for 90 percent","url":"https://ec.ltn.com.tw/article/paper/1778179","summary":"〔記者方韋傑／台北報導〕AI伺服器代工大廠廣達（2382）看旺明年營運，預估伺服器業務占整體營收比重將攀升至85%至90%，其中AI伺服器占伺服器營收比重可望突破8成。針對美國選後資料中心建設政策變化，以及市場擔憂雲端服務供應商縮減資本支出，廣達表示，目前未見客戶調整訂單，AI需求依然強勁。 前3…","published":"2026-11-11T21:30:00Z","seen":"2026-11-11T21:38:02Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q128896","name":"AMD","type":"org"}],"story":"st_l7bg7bob5ign5hhkccga","category":"economy-business","category_p":0.93,"sentiment":"positive","tone":0.47,"political":0.04}