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AI如何颠覆硬件供应链：季节性“淡季”消失，超大规模资本支出飙升至7000亿美元

鸿海打破传统周期：刘扬伟称AI需求火热，传统的年中季节性下滑“不会再有”，并对下半年表示“非常乐观”。[1][2][3] “印钞机”式投入：仅微软、亚马逊、Alphabet和Meta四家的2026年资本支出指引总额就高达7000 7100亿美元，穆迪预测2027年将逼近1万亿美元。[9][10][12] 戴尔创纪录财报：第一季度营收达438.4亿美元，同比暴涨88%；每股收益4.86美元，远超市场预期，同比飙升214%。[15][16][17]

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A glowing AI chip on a circuit board backdrop, illustrating the massive capital expenditure reshaping the global technology hardware supply chain. — How is AI-driven growth reshaping the technology hardware supply chain in 2026, as evidenced by Foxconn chairman Young Liu's statement thatAI infrastructure spending is projected to approach $1 trillion annually by 2027, driving record results at Foxconn, Dell, and other hardware suppliers.
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Create a landscape editorial hero image for this Studio Global article: How is AI-driven growth reshaping the technology hardware supply chain in 2026, as evidenced by Foxconn chairman Young Liu's statement that. Article summary: Yes — every major data point is confirmed by authoritative sources from May 2026, and the evidence overwhelmingly supports the conclusion that AI infrastructure demand has become structural rather than cyclical. Here is . Topic tags: general, general web, user generated, government, news. Reference image context from search candidates: Reference image 1: visual subject "Nvidia ramps up hiring in Vietnam for AI server assembly, eyes closer Foxconn collab. Four major shifts for AI semiconductors as physical AI moves into factories. Capacity is the n" source context "Foxconn eyes steady growth in 2026 with 5-year AI transformation ..." Reference image 2: visual sub
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鸿海（Foxconn）：淡季消失，利润与资本支出均创纪录

在2026年5月29日于新北市举行的年度股东大会上，鸿海（Foxconn）董事长刘扬伟直言，由于AI需求激增，科技供应商传统的年中季节性低迷 “不会再发生” 。他表达了对增长势头的 “极大信心” ，并对下半年的前景感到 “非常乐观” 。

第一季度利润创纪录。 鸿海公布的2026年第一季度税后净利润高达 新台币499.2亿元 （约合15.5亿美元），同比大增约19%。尤为值得关注的是，AI服务器营收已占据该公司服务器总营收的 半壁江山 以上。
资本支出猛增。 为了应对持续的AI及云端基础设施需求，鸿海计划将2026年的资本支出大幅提升 超过30% 。鸿海首席执行官蒋承志指出，这部分资金将用于强化全球产能布局及自动化水平。

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