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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Man Loses Leg in 'Phatka Gang' Attack on Moving Train in Kalyan
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Uttarkashi Cloudburst Horror: Flash Floods Sweep Away Village, People Seen Running For Their Lives
DEHRADUN: A man narrowly escaped death after the flash flood swept through Dharali village in Uttarkashi on Tuesday, triggering a massive pile of debris. He was seen crawling out from the rubble, covered in mud and visibly injured, moments after the deadly waters destroyed homes, shops, and roads in seconds. The man's identity and his current condition remained unknown as of Tuesday evening, but widely circulated videos have already hailed him as a hero. Officials have not yet confirmed whether he was later taken to hospital or rescued by disaster response teams.
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A huge poster of actor Vijay stares down from the wall. A digital signboard flashes: 285 days, 3 hours, 43 minutes and 46 seconds, a countdown to the 2026 assembly election in Tamil Nadu. Scores of people sit glued to screens, fingers flying over keyboards, some others are on mobile phones trying to reach voters in remote hamlets. The Tamizhaga Vettri Kazhagam (TVK) war room in Chennai is fully activated.
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