Artificial intelligence is not a speculative bubble, and demand linked to the technology will continue to accelerate through 2026 and beyond, according to the chairman of Taiwanese electronics manufacturer Wistron.
Simon Lin, who leads the Nvidia supplier, said the company expects Wistron AI growth in 2026 to exceed last year’s performance, with order momentum remaining strong well into 2027. Speaking to reporters in Taipei on Friday, Lin dismissed concerns that enthusiasm around artificial intelligence could fade in the near term.
“We believe AI genuinely helps all industries,” Lin said. “I don’t think it’s a bubble. It marks the arrival of a new era — a new AI era.”
Wistron AI Growth Driven by Long-Term Orders
Lin said Wistron’s current order book reflects sustained confidence from customers, particularly in the high-performance computing and AI server segments. Growth this year, he added, would be “significant” compared with the previous year, reinforcing expectations that AI-related investment is becoming structural rather than cyclical.
Wistron has been expanding its manufacturing footprint to meet rising demand. The company previously said its new U.S. production facilities for Nvidia are scheduled to be ready in 2026, with discussions also under way with other potential customers. Volume production at these facilities will begin in the first half of this year, according to Wistron chief executive Jeff Lin.
Part of the U.S. manufacturing capacity will support Nvidia’s plan to build AI servers worth as much as $500 billion over the next four years. Nvidia announced last April that it would establish supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas.
The expansion places Wistron at the centre of the global AI supply chain at a time when U.S. technology firms are pushing to localise production and secure capacity for next-generation computing infrastructure. For Wistron, executives believe the combination of long-term orders, U.S. manufacturing and rising AI adoption across industries will underpin growth well beyond the current investment cycle.
As companies worldwide race to deploy artificial intelligence at scale, Wistron’s leadership is betting that demand will not only persist, but accelerate — reinforcing the firm’s confidence in sustained Wistron AI growth through the remainder of the decade.