Simon Lin, chairman of Taiwanese electronics manufacturer Wistron, told reporters in Taipei that he does not view the current surge in artificial intelligence demand as a passing phenomenon. "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," he said, describing the outlook for both the technology and its market implications.
Lin, whose company is a supplier to Nvidia, said Wistron’s order book looks strong out to 2027 and that AI-related orders in 2026 should exceed the volume seen last year. For the current year, he characterized growth as "significant" compared with the prior year.
On the operational front, Wistron has been developing new manufacturing capacity in the United States to serve Nvidia. The company said last year that those U.S. facilities would be ready in 2026 and that discussions were underway with other potential customers. Lin told reporters that volume production at the U.S. site will start in the first half of this year.
Wistron indicated that part of the new facilities will be dedicated to supporting Nvidia’s plan to build AI servers in the U.S. with a potential value of up to $500 billion over the next four years. According to Nvidia’s announced plans, the firm intended last April to construct supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and with Wistron in Dallas.
Commercial context and technology links
Wistron’s statements link two elements: customer demand expectations tied to AI workloads, and the timing of increased manufacturing capacity in the U.S. for high-performance computing equipment. The company’s forward-looking comments cover order visibility through 2027 and specific timing for ramping production this year.
Third-party evaluation mention
The article also referenced an external stock evaluation service that reviews Nvidia (NVDA) among many other companies using a broad set of financial metrics. That service said it assesses fundamentals, momentum, and valuation and identifies stocks it views as offering favorable risk-reward profiles based on current data.
Conclusion
Wistron’s chairman conveyed confidence that AI will drive sustained industrial demand rather than represent a transient market bubble, while outlining concrete production milestones tied to Nvidia’s U.S. manufacturing plans. The company’s comments combined operational detail about U.S. facilities with a forward-looking assessment of order growth into 2026 and 2027.
Key points
- Wistron chairman Simon Lin said AI is not a bubble and called it a new era for industry.
- Wistron expects 2026 AI-related order growth to exceed last year and sees strong orders into 2027; this year’s growth is described as "significant."
- Volume production at Wistron’s new U.S. manufacturing facilities is slated to begin in the first half of this year; part of that capacity will support Nvidia’s multiyear AI server plan.
Risks and uncertainties
- Timing risk - the start of volume production is slated for the first half of this year, and any delays could affect the ramp-up of U.S. manufacturing capacity and related order fulfillment.
- Customer and program risk - while Wistron reported discussions with other potential customers, the company’s comments do not guarantee long-term commitments beyond its arrangements tied to Nvidia.
- Program scale uncertainty - Nvidia’s planned U.S. AI server program is described as having potential value up to $500 billion over four years, but the evolution and allocation of that program across partners and facilities could change.