Interview: Chairman of AI server giant Wistron, Simon Lin in Texas for AI server plant opening, media report:
-Wistron capex will hit NT$60 billion this year and increase again next year-Revenue growth will continue-Future factory expansion will focus on the Taiwan and the US (Texas)-Taiwan will remain Wistron’s primary manufacturing base-USMCA is no guarantee of protection against tariffs, as affiliate Wiwynn had to pay tariffs anyway, making US investments necessary-“Nobody in the AI industry believes there’s an AI bubble.”Why Wistron chose Texas:- efficient permitting/construction approval- business friendly local government- solid infrastructure - reliable power - logistics - engineering talent - proximity to major AI customers- these qualities help more than subsidiesSource: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments