Wistron Corp. will invest more than $1.1 billion to expand its US AI server manufacturing capacity, positioning itself as the largest Taiwanese electronics manufacturer to boost American production since President Donald Trump took office.
The move comes as assembly of NVIDIA’s AI servers, including the Oberon and HGX series, is increasingly shifting to North America amid trade tensions. Wistron’s board approved several resolutions yesterday, including a $455 million capital injection into its US subsidiary, with plans to acquire land and factories in Dallas worth $111 million.
The Taiwan-based company will allocate $70 million for building improvements at its Dallas Westport facility, while committing another $120 million to enhance its Eagle plant. An additional $411 million will go toward machinery and equipment acquisition.
The expansion aligns with NVIDIA’s recent plans to increase US-based production, which includes manufacturing plants in Texas operated by both Foxconn and Wistron expected to start operations within 12 to 15 months.
Quanta Computer, another major Taiwanese contract manufacturer, announced it would invest $34.97 million to expand its California operations by purchasing equipment for its Fremont factory.
The investments come as President Trump’s recent tariff policies – including 32% duties on Taiwanese imports – threaten to significantly impact tech companies’ infrastructure costs and potentially undermine US efforts to lead in artificial intelligence development.
Wistron Chairman Simon Lin has stated the company’s US production capacity will be sufficient to meet future demand, according to industry reports. The manufacturer is also expanding operations in Mexico, investing $40 million in its Juarez facilities to increase production there.
Wistron’s domestic Taiwan investments continue simultaneously, including AI server equipment allocation at its Xinan plant and establishment of a NT$3.5 billion ($116 million) venture capital company focused on strategic investments.
