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Nvidia supplier Wistron chairman predicts stronger AI growth in 2026
AI is far from passing trend and is set to drive even stronger growth next year
Artificial intelligence (AI) is far from a passing trend and is set to drive even stronger growth next year, according to a senior executive at Wistron, a key supplier to Nvidia.
Speaking to reporters in Taipei on Friday, Wistron chairman Simon Lin dismissed concerns that the AI boom could be a bubble, saying the technology is ushering in a transformative new era across industries.
Lin said demand for AI-related products continues to accelerate, adding that Wistron expects AI-driven orders in 2026 to surpass those seen this year.
He noted that the company’s order visibility remains solid through 2027, with growth in 2026 projected to be significantly higher than the previous year.
According to Lin, AI is already delivering tangible benefits across multiple sectors, reinforcing confidence in its long-term potential.
Wistron has been expanding its manufacturing footprint in the United States to support rising demand from major customers, including Nvidia.
The company previously announced that its new US facilities dedicated to Nvidia products would be ready in 2026. Wistron is also in discussions with additional customers as it scales up its production capacity.
Chief executive Jeff Lin said volume production at the new facilities is scheduled to begin in the first half of this year.
A portion of the output will support Nvidia’s ambitious plan to build AI servers valued at up to $500 billion in the U.S. over the next four years.
Last April, Nvidia revealed plans to establish supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas, underscoring the growing importance of US-based AI infrastructure.
