{
  "id": "Z09",
  "lang": "zh",
  "question": "廣達、緯穎和鴻海在 NVIDIA AI 伺服器供應鏈各做哪一段？",
  "answer": "NVIDIA 在 2025 年 3 月公告中，將鴻海、QCT 與緯穎列為預期提供 Blackwell Ultra 伺服器的廠商，這是可核實的系統產品角色。[來源](https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-Ultra-AI-Factory-Platform-Paves-Way-for-Age-of-AI-Reasoning/default.aspx)\nQCT 的官方公告另說明其母公司為廣達。[來源](https://www.qct.io/Press-Releases/index/PR/Rack-System/Quanta-Cloud-Technology-QCT-Introduces-Integrated-Rack-Product-Based-on-Microsoft-Open-Compute-Specification/1/)\n這兩份公告未把三家逐一細分為晶片製造、主機板組裝或整櫃測試工序，也未公布彼此訂單分配。[來源](https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-Ultra-AI-Factory-Platform-Paves-Way-for-Age-of-AI-Reasoning/default.aspx)[來源](https://www.qct.io/Press-Releases/index/PR/Rack-System/Quanta-Cloud-Technology-QCT-Introduces-Integrated-Rack-Product-Based-on-Microsoft-Open-Compute-Specification/1/)",
  "facts": [
    {
      "claim": "鴻海在 NVIDIA 公告的角色",
      "value": "預期提供 Blackwell Ultra 伺服器的廠商之一",
      "as_of": "2025-03-18",
      "source": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-Ultra-AI-Factory-Platform-Paves-Way-for-Age-of-AI-Reasoning/default.aspx",
      "quote": "Foxconn"
    },
    {
      "claim": "QCT 在 NVIDIA 公告的角色",
      "value": "預期提供 Blackwell Ultra 伺服器的廠商之一",
      "as_of": "2025-03-18",
      "source": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-Ultra-AI-Factory-Platform-Paves-Way-for-Age-of-AI-Reasoning/default.aspx",
      "quote": "Quanta Cloud Technology (QCT)"
    },
    {
      "claim": "緯穎在 NVIDIA 公告的角色",
      "value": "預期提供 Blackwell Ultra 伺服器的廠商之一",
      "as_of": "2025-03-18",
      "source": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-Ultra-AI-Factory-Platform-Paves-Way-for-Age-of-AI-Reasoning/default.aspx",
      "quote": "Wiwynn"
    },
    {
      "claim": "QCT 的母公司",
      "value": "Quanta Computer Inc.／廣達",
      "as_of": "2014-10-30",
      "source": "https://www.qct.io/Press-Releases/index/PR/Rack-System/Quanta-Cloud-Technology-QCT-Introduces-Integrated-Rack-Product-Based-on-Microsoft-Open-Compute-Specification/1/",
      "quote": "parent is Quanta Computer Inc."
    }
  ],
  "not_disclosed": [
    "該 NVIDIA 公告為當時預期供應產品名單，不等同實際出貨量。",
    "本次公告未揭露三家逐一的製造工序、晶片與板卡來源、合約金額或訂單占比。"
  ],
  "related_companies": [
    {
      "name": "Quanta Computer / 廣達",
      "ticker": "TWSE:2382"
    },
    {
      "name": "Quanta Cloud Technology / QCT",
      "ticker": null
    },
    {
      "name": "Wiwynn / 緯穎",
      "ticker": "TWSE:6669"
    },
    {
      "name": "Foxconn Hon Hai / 鴻海",
      "ticker": "TWSE:2317"
    },
    {
      "name": "NVIDIA",
      "ticker": "NASDAQ:NVDA"
    }
  ],
  "verified_at": "2026-10-22T08:45:49.322696+00:00"
}