AIC营邦法说会揭示2026年展望，受惠AI超级周期

中关村在线2025-10-29

AI服务器、机箱与存储设备供应商 AIC 营邦企业于今（10月22日）日举办法人说明会。会中提到AIC营邦企业转型为 Server 及 Storage 的准系统（Bare bone）供应商，针对2026年营运展望提出说明。受惠于与两大AI芯片巨头AMD及NVIDIA的深度战略合作，尤其AIC营邦企业成为AMD在MI450系列GPU的第一家合作厂商。预期从2026年第二季起开始投产出货。第一家供应...

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Server 及 Storage 的准系统（Bare bone）供应商，针对2026年营运展望提出说明。受惠于与两大AI芯片巨头AMD及NVIDIA的深度战略合作，尤其AIC营邦企业成为AMD在MI450系列GPU的第一家合作厂商。预期从2026年第二季起开始投产出货。第一家供应AMD MI450系列AI机架产品正逢上周刚结束的2025 OCP 全球高峰会，营邦企业董事长梁顺营亲临会场，并参观AIC与AMD 共同合作的MI450 产品。梁董事长指出，AI运算需求的爆炸性增长，特别是超大规模资料中心（Hyperscalers）对次世代AI服务器的布建，为AIC带来了庞大的成长商机。身为AMD“Helios”垂直最佳化机柜的合作伙伴，结合AMD Instinct MI450系列GPU先进技术，AIC成为此系列AI服务器产品的第一家合作厂商。这项合作确立了AIC在高性能AI供应链中的关键地位。市场对于AMD MI450系列芯片的需求前景极为乐观，近期三项重大国际合作案为AIC的成长提供坚实基础：1. Meta在2025 OCP全球高峰会上首度公开展示AMD Helios机架级设计的MI450 系列GPU产品，这是AMD依循Meta所提出的全新开放机架宽版 (ORW) 标准。2. OpenAI结盟AMD：今年10月6日，OpenAI宣布与AMD签署合约，预计自2026年下半年起开始布建AMD AI芯片，加速AI基础设施的扩张。3. Oracle率先导入MI450： 在10月14日的Oracle AI World大会上，AMD与Oracle宣布建立长期合作，Oracle云端基础设施 (OCI) 将率先导入AMD MI450系列GPU，首批5万颗GPU预计在2026年第三季上线。基于这些大型项目的布建时程，AIC预期将自2026年第二季开始受惠于MI450系列AI服务器的供应，预计将对公司业绩带来稳定的贡献。AIC营邦企业董事长梁顺营先生于结束的美国 OCP全球峰会中，展现公司与重要战略伙伴AMD的紧密合作关系。成功转型准系统供应商：NVIDIA AI Storage策略开发伙伴营邦同时指出，公司成功将业务重心转向 AI服务器及储存设备的准系统供应商，大幅提高了产品附加价值与客户黏着度。在NVIDIA生态系方面，AIC也扮演了日益重要的角色。营邦已于 2025 年成为 NVIDIA 在 AI Storage 领域的重要策略开发伙伴。在全球AI工作负载对高速、大容量储存需求日益攀升的趋势下，AIC的AI储存设备将成为NVIDIA生态系中不可或缺的一环，共同为客户提供高效能的整体解决方案。双引擎驱动，稳定中期待成长梁董事长总结，透过成功转型为准系统供应商，以及与 AMD 和 NVIDIA 各自建立深厚的战略合作，营邦企业一步一脚印的在AI超级周期上耕耘，持续深度发展。在双AI芯片巨头的强力引擎驱动下，营邦企业未来随着客户需求，在稳定中期待成长关于营邦AIC 营邦企业 (3693) 为全球高效能服务器与储存解决方案的领导厂商，拥有近30年研发与制造经验。AIC以高密度储存服务器、储存服务器准系统及AI储存技术著称，并于美洲、亚洲与欧洲设有据点，致力于跨产业推动创新应用与技术升级。达营科技是设立在上海的全资分公司，为合作伙伴提供本地化快速响应的技术支持与服务。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2579941143","isCrawlerRequest":true}