Wistron expects to see high double-digit growth in 2026: CNA

Wistron, a leading Taiwanese original design manufacturer (ODM), has projected high double-digit revenue growth for 2026, driven by strengthening demand in artificial intelligence (AI) and enterprise computing sectors. The company's leadership expressed confidence in both revenue expansion and improved profitability, citing robust order visibility and strategic investments in U.S. manufacturing infrastructure.

Chairman Simon Lin emphasized that AI-related orders are expected to outpace 2025 levels, dismissing concerns of an AI "bubble" and describing the technology as a catalyst for a "new era" across industries. Wistron, a key supplier to Nvidia, is preparing for volume production at its Dallas-based facility in the first half of 2026. This site will support Nvidia's $500 billion AI server initiative in the U.S., part of a broader partnership that includes Foxconn in Houston.

The company also noted sustained order momentum through 2027, attributed to its expanding role in AI infrastructure and ongoing diversification of manufacturing capabilities. Wistron's U.S. facilities are positioned to benefit from rising global demand for data processing servers, a sector forecasted to grow significantly through 2035. Analysts highlight that Wistron's alignment with AI-driven supply chains and its capacity to scale production in high-growth markets will be critical to achieving its 2026 targets.

Digitimes (2026)
IndexBox (2026)