Wistron Corp (緯創), one of Nvidia Corp’s major artificial intelligence (AI) server suppliers, plans to significantly boost its capital expenditure to NT$35 billion (US$1.07 billion) this year, up 83 percent from NT$19.5 billion last year.
One-third of the expenditure would be earmarked for AI-related capacity expansion in Taiwan, Wistron chairman Simon Lin (林憲銘) told investors on Monday.
A smaller portion of the outlay would be for production expansion in the US, he added.
Photo: Fang Wei-chieh, Taipei Times
Wistron operates install bases in California and Texas, which can be easily converted into production lines if needed, Lin said.
“Such scale of capital expenditure increase reflects our customers’ growth momentum in 2025. A majority of them are AI-related products. At the beginning of this year, our major customer showed up and gave its support,” Lin said, referring to Nvidia CEO Jensen Huang’s (黃仁勳) presence at the company’s employee event in Taipei.
“We are expecting top-line and bottom-line growth in 2025,” Lin said, adding that revenue is expected to grow 23 percent from last year’s record-high of NT$1.05 trillion.
Despite the US’ threat of a 25 percent tariff on Mexican goods, Wistron will continue expanding AI-related capacity in Mexico at the request of its key customer in North America, Wistron said.
Customers would absorb the increases in manufacturing costs stemming from tariffs, it said.
The company has started shipping GB200 products to its key customer and is on track to ship GB300 products, Wistron president Jeff Lin (林建勳) said.
Wistron — which makes graphics processing unit (GPU)-based AI servers, GPU accelerator cards, AI modules and AI server racks — expects servers and AI-related products to contribute more than 50 percent of the company’s total revenue this year.
PC and notebook computer manufacturing will constitute the remaining revenue, it said.
Asked whether Wistron would help customers assemble humanoid robots, Lin said the company would focus on supplying software and key components for robots, rather than low-value assembly.
Wistron recorded net income of NT$17.45 billion for last year, a surge of 52 percent from NT$11.47 billion in 2023. That translated into earnings per share of NT$6.11, up from NT$4.08 the previous year.
The company’s board of directors has approved a cash dividend of NT$3.8 per share, representing a payout ratio of 62 percent.
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