Is artificial intelligence considered a bubble by industry leaders like Wistron's chairman?

Wistron Chairman Simon Lin believes artificial intelligence is not a bubble but marks the beginning of a new era.

What growth is expected for AI-related orders in 2026 according to Wistron?

Wistron expects significant order growth for AI-related products in 2026, exceeding the previous year's performance.

When will Wistron's new U.S. manufacturing facilities for Nvidia be ready?

Wistron's new U.S. manufacturing facilities for Nvidia are set to be ready in 2026, with volume production starting in the first half of the year.

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AI is No Bubble: Wistron Predicts Major Growth

6 Feb

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Summary

AI represents a new era, not a market bubble, according to Wistron's chairman.
Significant order growth for AI-related products is expected in 2026.
Wistron's new U.S. manufacturing facilities for Nvidia will be ready in 2026.

AI is No Bubble: Wistron Predicts Major Growth

The chairman of Taiwanese electronics manufacturer Wistron, Simon Lin, stated that artificial intelligence marks the beginning of a new era and is not a market bubble. He projects that AI-related order growth in 2026 will surpass that of the previous year, with the company's order book looking healthy up to 2027.

Wistron's new U.S. manufacturing facilities, a key supplier for Nvidia, are scheduled for completion in 2026. These facilities will be instrumental in supporting Nvidia's ambitious plan to construct AI servers valued at up to $500 billion within the United States over the next four years. Volume production is expected to begin in the first half of 2026.

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