Wistron commits $224M to expand AI server capacity in US and Vietnam
What's the deal? Taiwan's Wistron approved three resolutions to invest a combined $224.1 million (NT$7.051 billion) expanding server capacity in the US and Vietnam. The bulk — $150 million — funds a second Texas plant, dubbed D2, serving Nvidia and potential clients.
Why now? Demand for AI server products is overwhelming existing capacity. The company already spent nearly $700 million on its first Texas facility, D1, which handles module and compute tray assembly for Nvidia.
What's the endgame? D2 is expected to start production next year with roughly double D1's capacity, and can supply Nvidia plus other clients including AMDDealroom has a profile for this one. Try Dealroom →. To fund it, the board approved a $150 million capital increase for wholly owned subsidiary Wistron InfoComm (USA)Dealroom has a profile for this one. Try Dealroom →, which will spend up to $146 million on building improvements and equipment.
Beyond Texas. Wistron's wholly owned Vietnam subsidiary will invest up to $59.05 million (NT$1.85 billion) on building improvements and equipment to expand capacity. The company currently runs server assembly in Taiwan, Mexico, and Vietnam.
The third resolution targets a gap in the market: server repair capacity in the US is scarce despite the country being the world's largest market for both general and AI servers. Subsidiary SMS InfocommDealroom has a profile for this one. Try Dealroom → will lease a facility in Dallas, Texas, taking a property use-right asset worth up to $15.05 million (NT$473 million) to support after-sales service. The lease runs from 2026 to 2033.
The moves reflect surging orders across the AI supply chain. Wistron's August revenue topped NT$460 billion, driven by demand from Nvidia, Dell, and its own subsidiary Wiwynn.
The signal: As hyperscalers and chipmakers push AI hardware demand higher, contract manufacturers are racing to build capacity close to their biggest customers. Wistron's US and Vietnam bets show the buildout extending beyond assembly into after-sales service, a piece of the market still catching up to the hardware boom.
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