AI server giant Wistron will invest an additional NT$13.5 billion in new plants and equipment to further boost production this year amid strong demand for Nvidia GB300 and Vera Rubin based AI servers, media report, citing top executives at Wistron’s Q2 conference.
President Jeff Lin said AI server shipments in the 2nd half will beat the 1st half of the year, and orders will continue to surge through the 1st half of 2027. Demand for AI servers is seen exceeding supply for the next few years.Vera Rubin AI servers have begun mass production, while shipment volumes will increase more significantly next year.Demand for general-purpose servers in the 2nd half is expected to be flat with the first. PC shipment volumes will decline 10%-20% in the 2nd half vs the 1st due to higher prices caused by rising component prices (memory).Wistron’s 2nd quarter revenue and net profit hit record highsRevenue NT$895.4 billionNet profit NT$14.83 billionEPS NT$4.72Wistron plans to issue GDRs of no more than 250 million common shares, which could bring in as much as NT$45 billion to help with inventory management as component and materials prices keep rising. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Alibaba(BABA.US) $Baidu(BIDU.US) $Tencent(TCEHY.US) $SpaceX(SPCX.US)Source: Dan Nystedt
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