Wistron Chairman Dismisses AI Bubble Fears, Projects Strong Growth Through 2027
3 Sources
3 Sources
[1]
AI is not a bubble, senior executive at Nvidia supplier Wistron says
TAIPEI, Feb 6 (Reuters) - Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron (3231.TW), opens new tab, said on Friday. "We believe AI really does help all industries, so I don't think it's a bubble; I think it will mark a new era. A new AI era is arriving," Lin, whose company is an Nvidia (NVDA.O), opens new tab supplier, told reporters in Taipei. Wistron's order situation is good up into 2027, and for this year growth will be "significant" compared with the prior year, he added. The company said last year that its new U.S. manufacturing facilities for Nvidia would be ready in 2026 and the firm was in talks with other potential customers. Volume production there will start in the first half of this year, Lin said. Part of the facilities will be used by Nvidia to support its plan to build AI servers worth up to $500 billion in the U.S. over the next four years. The U.S. firm said last April it planned to build supercomputer manufacturing plants in Texas, partnering with Foxconn (2317.TW), opens new tab in Houston and Wistron in Dallas. Reporting by Wen-Yee Lee. Writing by Ben Blanchard. Editing by Christian Schmollinger and Mark Potter Our Standards: The Thomson Reuters Trust Principles., opens new tab
[2]
AI is not a bubble, senior executive at Nvidia supplier Wistron says
Wistron's order situation is good up into 2027, and for this year growth will be "significant" compared with the prior year, chairman Simon Lin said. Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron, said on Friday. "We believe AI really does help all industries, so I don't think it's a bubble; I think it will mark a new era. A new AI era is arriving," Lin, whose company is an Nvidia supplier, told reporters in Taipei. Wistron's order situation is good up into 2027, and for this year growth will be "significant" compared with the prior year, he added. The company said last year that its new U.S. manufacturing facilities for Nvidia would be ready in 2026 and the firm was in talks with other potential customers. Volume production there will start in the first half of this year, the company's CEO Jeff Lin said. Part of the facilities will be used by Nvidia to support its plan to build AI servers worth up to $500 billion in the US over the next four years. The US firm said last April it planned to build supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas.
[3]
AI is not a bubble, senior executive at Nvidia supplier Wistron says
TAIPEI, Feb 6 (Reuters) - Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron, said on Friday. "We believe AI really does help all industries, so I don't think it's a bubble; I think it will mark a new era. A new AI era is arriving," Lin, whose company is an Nvidia supplier, told reporters in Taipei. Wistron's order situation is good up into 2027, and for this year growth will be "significant" compared with the prior year, he added. The company said last year that its new U.S. manufacturing facilities for Nvidia would be ready in 2026 and the firm was in talks with other potential customers. Volume production there will start in the first half of this year, Lin said. Part of the facilities will be used by Nvidia to support its plan to build AI servers worth up to $500 billion in the U.S. over the next four years. The U.S. firm said last April it planned to build supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas. (Reporting by Wen-Yee Lee. Writing by Ben Blanchard. Editing by Christian Schmollinger and Mark Potter)
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Simon Lin, chairman of Taiwanese electronics manufacturer Wistron, firmly rejects claims that AI is a bubble, stating that a new AI era is arriving. The Nvidia supplier reports strong order growth extending into 2027, with U.S. manufacturing facilities set to begin volume production in early 2025 to support Nvidia's $500 billion AI server expansion plan.
Wistron Chairman Declares AI Is Not a Bubble as Orders Surge
Simon Lin, chairman of Taiwanese electronics manufacturer Wistron, has directly challenged skeptics questioning the sustainability of AI investment, declaring that AI is not a bubble and predicting robust AI-related order growth through 2026 and beyond
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. Speaking to reporters in Taipei on Friday, Lin emphasized that "AI really does help all industries" and positioned the current moment as the dawn of a new AI era2
. His comments come at a critical time when questions about AI valuations and returns on massive infrastructure investments have intensified across the tech sector.
Source: Reuters
Strong Order Book Extends Into 2027 for Nvidia Supplier
Wistron's order situation paints a picture of sustained demand, with the company securing commitments that extend into 2027
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. Lin indicated that growth for this year will be "significant" compared with the prior year, signaling confidence in the company's positioning as a key Nvidia supplier. The strength of these projections suggests that major tech companies continue to commit substantial capital to AI infrastructure despite broader economic uncertainties. Wistron is also in talks with other potential customers beyond Nvidia, indicating diversification opportunities in the AI hardware manufacturing space2
.U.S. Manufacturing Facilities Begin Volume Production
Wistron's new U.S. manufacturing facilities, announced last year as ready for 2026, are now set to begin volume production in the first half of 2025
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. Part of these facilities will support Nvidia's ambitious plan to build AI servers worth up to $500 billion in the U.S. over the next four years. This massive investment underscores the scale of AI infrastructure deployment underway. Nvidia announced last April its intention to build supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas3
. The acceleration of production timelines suggests urgency in meeting demand for AI computing infrastructure.Related Stories
What This Means for AI Investment and Industry Adoption
Lin's assertion that AI helps all industries reflects a broader bet that AI applications will generate tangible value across sectors, justifying the enormous capital expenditures flowing into the space. For investors and industry watchers, Wistron's extended order visibility through 2027 provides a concrete indicator that at least some major tech players are committing to multi-year AI infrastructure buildouts rather than pulling back amid bubble concerns. The shift toward domestic manufacturing in the U.S. also signals a strategic realignment in supply chains for critical AI hardware, with potential implications for global semiconductor and electronics manufacturing dynamics. As volume production ramps up at Wistron's Texas facilities, the market will be watching whether demand materializes at the scale these investments anticipate, and whether AI applications deliver the productivity gains needed to support continued spending at this magnitude.
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