台湾电子巨头鸿海科技集团（即富士康）董事长刘扬伟对CNBC表示，随着人工智能基础设施的需求几乎没有放缓迹象，该公司正寻求扩大其人工智能服务器市场份额并提升在美国的制造能力。
Taiwanese electronics giant Hon Hai Technology Group, or Foxconn, is looking to expand its artificial intelligence server market share and boost manufacturing in the United States, as demand for AI infrastructure shows little sign of slowing, Chairman Young Liu told CNBC.
在接受CNBC记者克里斯蒂娜·陈（Christine Tan）采访时，刘扬伟表示，富士康在全球人工智能服务器市场的份额可能在几年内达到50%，并可能在明年升至45%左右。
In an interview with CNBC's Christine Tan, Liu said Foxconn's share of the global AI server market could reach 50% in a couple of years, potentially rising to around 45% next year.
刘扬伟在谈到富士康目前约为40%的全球人工智能服务器市场份额时说：“我认为我们可以增长到50%。”
"I think we can grow up to 50 percent," Liu said, referring to Foxconn's share of the global AI server market, which currently stands at around 40%.
该公司正式名称为鸿海精密工业股份有限公司，最为人所知的是苹果公司iPhone的主要组装商，但它正日益转向将人工智能基础设施作为关键增长动力。
Formally known as Hon Hai Precision Industry, the company is best known as a major assembler of Apple's iPhones but has increasingly turned to AI infrastructure as a key growth driver.
刘扬伟预计，在未来3到5年内，人工智能基础设施将占富士康营收的60%至65%，这还不包括在本地硬件上直接运行人工智能和机器学习算法的边缘人工智能设备。
Liu expects AI infrastructure to account for 60% to 65% of Foxconn's revenue in the next three to five years, excluding edge AI devices — which run AI and machine learning algorithms directly on local hardware.
刘扬伟指出，由于人工智能基础设施的需求持续不断，富士康的产能至少在未来一年半内已被预订一空。
Foxconn's production capacity was already fully booked for at least the next year and a half, Liu said, pointing to sustained demand for AI infrastructure.
他表示，迄今为止的需求主要来自人工智能模型开发商和云服务提供商，而政府和企业尚未完全拥抱这项技术。他补充说，人工智能需求仍然“相当强劲”。
He said demand so far has come largely from AI model developers and cloud service providers, while governments and enterprises have yet to fully embrace the technology. AI demand remains “quite strong,” he added.
美国制造扩张 富士康正寻求扩大其在美国的制造业务版图，刘扬伟称该公司计划进一步向供应链上游迈进，以更好地服务美国市场。
U.S. manufacturing expansion Foxconn is looking to expand its U.S. manufacturing footprint, with Liu saying the company plans to move further up the supply chain to better serve the U.S. market.
他说：“我们要做的就是向供应链上游迈进。”他解释说，更广泛的制造足迹将使富士康能够对不断增长的需求做出更快反应。
"What we are going to do is we're going to move up the supply chain," he said, explaining that a broader manufacturing presence would allow Foxconn to respond more quickly to rising demand.
然而，美国较高的制造成本意味着该公司最初将专注于利润率更高的产品，包括人工智能服务器机架和数据中心设备。刘扬伟表示，美国更大的生产规模最终可能有助于降低制造成本。
However, higher manufacturing costs in the U.S. mean the company will initially focus on products with stronger margins, including AI server racks and data center equipment. Liu said greater production scale in the U.S. could eventually help lower manufacturing costs.
此次扩张正值富士康力求巩固其在整个人工智能基础设施供应链（从服务器、机架到整个数据中心和计算服务）中地位之际。
The expansion comes as Foxconn seeks to strengthen its position across the AI infrastructure supply chain, from servers and racks to entire data centers and computing services.
人工智能支出风险 然而，尽管人工智能需求继续增长，但刘扬伟强调了谨慎管理投资的重要性。
AI spending risks However, even as AI demand continues to grow, Liu emphasized the importance of managing investments carefully.
他说：“过度投资会毁了公司，”并补充说，富士康在拓展人工智能业务时将严格控制支出。
"Overinvestment will kill the company," he said, adding that Foxconn would keep a tight rein on spending as it expands its AI business.
刘扬伟表示，根据其垂直整合的扩展程度，富士康在人工智能上的年支出可能会超过其计划的30亿至50亿美元。
Liu said Foxconn could spend more than its planned $3 billion to $5 billion a year on AI, depending on how far it expands its vertical integration.
当被问及如果主要客户削减人工智能支出公司将如何应对时，刘扬伟表示，来自某一客户的需求走弱可以通过其他地方的增长来抵消。
Asked how the company would respond if major customers cut back on AI spending, Liu said weaker demand from one customer could be offset by growth elsewhere.
然而，行业整体放缓将对富士康及更广泛的人工智能供应链构成更大的挑战。
However, an industry-wide slowdown would pose a much bigger challenge for Foxconn and the broader AI supply chain.