The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected to remain strong through May 2026. How strong? According to Lin, Wistron's newly completed AI Smart Campus in Zhubei is already expected to face capacity constraints by 2026.
Wistron held an opening ceremony for its new global operations headquarters—AI campus in Zhubei—on June 19. The event was attended by Vice President Bi-khim Hsiao, executives from Wistron's affiliates, and a number of upstream and downstream suppliers. Nvidia CEO Jensen Huang, a key AI server client of Wistron, also sent a special video message congratulating the company.
In a post-event interview, Jeff Lin said the entire facility is dedicated to AI server production and is currently undergoing equipment installation. Production can begin once the equipment is in place. Based on current customer orders, the plant is expected to be running at full capacity by 2026.
To meet booming demand, Wistron announced in February that it had signed a lease with Lien Fa Textile for a nearby facility covering 17,000 ping (approx 56,000 square meters), which will serve as an additional AI server production site. The 10-year lease will cost no more than NT$2.503 billion (approx. US$84 million).
While Lin did not disclose specific capacity expansion figures for the Zhubei campus, he confirmed that the entire building will be used for AI server production. Combined with the newly leased facility, Wistron expects to significantly scale up production in Taiwan. The company remains on track to double AI server shipments in 2025.
Lin admitted the speed of capacity utilization was unexpected. Wistron now operates three manufacturing locations in the Hsinchu area: Hukou, Hsinchu Science Park, and Zhubei. With operations expanding rapidly, the company is also increasing R&D and sales staffing. Its corporate headquarters on Jiuzong Road in Taipei is expected to be completed in 2027. However, the current office in Xizhi will still be retained due to space constraints.
As for overseas production, Wistron's AI servers are still primarily built in Taiwan, with only a small volume currently produced at its Texas facility. That plant produces the same server models as the Zhubei campus and is expected to scale up mass production in 2026.
When asked whether Wistron might shift PC production to the US, Lin said that some customers have requested feasibility assessments. However, discussions remain at an early exploratory stage, with no decisions made yet. He added that supply chain planning has evolved from a simple Plan A and Plan B, to now encompassing Plans A through E, to accommodate the uncertainties of US tariff policies.
Article edited by Jack Wu
