Taiwanese electronics manufacturer Wistron Corp. forecast stronger revenue and profit growth driven by AI infrastructure demand. Company leaders said accelerating global investment in artificial intelligence systems continues to lift contract manufacturing orders. As a result, Wistron expects growth momentum to extend for several years.
Company president Jeff Lin delivered the outlook during Wistron’s year-end banquet held in Taiwan on Saturday. He said customer demand for AI-related servers and systems remains resilient. Moreover, he described artificial intelligence as a long-term structural shift rather than a short-term trend.
In recent years, Wistron expanded its role in building AI servers and cloud hardware. Consequently, it benefited from rising orders linked to data centers and high-performance computing. Lin said demand strength should continue through 2027. Therefore, management remains confident about capacity utilization.
Lin also addressed geopolitical and trade concerns. He praised Taiwan’s government for ongoing tariff negotiations with the United States. According to Lin, these efforts support export competitiveness. Furthermore, he said such talks help protect Taiwan’s technology sector over time.
Meanwhile, Wistron continues expanding its overseas manufacturing footprint. The company’s new factory in Texas is progressing on schedule. Lin said the site should begin mass production in the first quarter. Capacity will then increase gradually during the first half.
However, Lin stressed that Taiwan remains central to Wistron’s strategy. He said limited land and energy resources force global expansion. Nevertheless, he emphasized keeping core operations rooted in Taiwan. This balance supports resilience amid shifting global supply chains.
Last year, Wistron announced US investments totaling NT$31.66 billion. Even so, more than half of this year’s capital spending will stay in Taiwan. Most funding targets facilities in Hukou and Zhubei. Power availability remains the main operational constraint.
In contrast, Lin said Texas offers faster infrastructure development. The region supports large-scale power consumption needed for testing and final assembly. Therefore, Wistron plans to assign later-stage production there. Tariff resolution also improves delivery efficiency to US customers.
Industry analysts say Wistron reflects broader manufacturing realignment trends. Electronics firms increasingly diversify production locations. As a result, companies reduce geopolitical and operational risks. AI-driven demand further accelerates these shifts.
Beyond manufacturing, Wistron also supports Taiwan’s innovation ecosystem. The company pledged free computing resources to startups and universities. Initially, it planned to provide one million computing hours by 2026.
However, demand exceeded expectations quickly. About 130 applications arrived by the end of last year. Nearly 30 projects received approval, with biotechnology accounting for most selections. As a result, usage reached 1.2 million hours in the first half.
Consequently, Wistron will expand the program further. Lin said the company will add another one million computing hours later this year. Total support will reach at least 2.2 million hours by 2026.
Looking ahead, executives see AI infrastructure demand reshaping manufacturing priorities. Continued investment in servers, power, and cloud systems appears inevitable. Therefore, Wistron plans steady overseas growth alongside domestic investment.
Ultimately, AI infrastructure demand positions Wistron for sustained expansion. The company aims to combine global scale with Taiwan-based expertise. That strategy may define its competitiveness in the evolving technology landscape.
