Wistron approves $205 million U.S., Vietnam expansion for AI servers

  • Wistron approved overseas investments in the United States and Vietnam for AI server and networking capacity.
  • $205 million covers U.S. and Vietnam facilities and equipment; total overseas expansion reaches approximately $220 million.
  • Texas Westport D2 is expected to start production next year, while shareholder services move to Yuanta Securities in 2027.

Wistron (3231.TW) said its board approved overseas investments exceeding $205 million, or approximately NT$6.5 billion, across the United States and Vietnam to expand AI server and networking equipment production. The most closely watched project is the Texas Westport D2 facility, which is expected to begin production next year and ship AI server products from the L6 and L10/L11 lines. To support the plant's future business, Wistron will inject an additional $150 million, approximately NT$4.7 billion, into its wholly owned subsidiary Wistron InfoComm (USA) Corporation (WUS), which plans to spend up to $146 million, approximately NT$4.6 billion, on building improvements and machinery. Its wholly owned subsidiary Wistron InfoComm (Vietnam) Co., Ltd (WVN) will invest up to $59.05 million, approximately NT$1.9 billion, in similar upgrades for future server expansion. Market sources said the Vietnam operation also covers the company's rapidly growing networking equipment business. Wistron is separately expanding its U.S. after-sales service network: SMS Infocomm Corporation (WTX) will lease a Dallas, Texas, facility, creating right-of-use assets of up to $15.05 million, approximately NT$470 million, under a lease running from 2026 to 2033. Including that lease, total overseas expansion reaches approximately $220 million, or NT$6.9 billion. The board also approved outsourcing shareholder services, currently handled by its stock affairs department, to Yuanta Securities from January 1, 2027. Market observers speculated the change could help mitigate risks after Wistron twice delayed cash dividend payments this year. Analysts said the investments reflect confidence in sustained AI server demand as North American cloud service providers expand data-center computing capacity.

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Wistron approves $205 million U.S., Vietnam expansion for AI servers - CoinPost Terminal