Wistron Corp (緯創), one of Nvidia Corp’s major artificial intelligence (AI) server suppliers, plans to significantly boost its capital expenditure to NT$35 billion (US$1.07 billion) this year, up 83 percent from NT$19.5 billion last year.
One-third of the expenditure would be earmarked for AI-related capacity expansion in Taiwan, Wistron chairman Simon Lin (林憲銘) told investors on Monday.
A smaller portion of the outlay would be for production expansion in the US, he added.
Photo: Fang Wei-chieh, Taipei Times
Wistron operates install bases in California and Texas, which can be easily converted into production lines if needed, Lin said.
“Such scale of capital expenditure increase reflects our customers’ growth momentum in 2025. A majority of them are AI-related products. At the beginning of this year, our major customer showed up and gave its support,” Lin said, referring to Nvidia CEO Jensen Huang’s (黃仁勳) presence at the company’s employee event in Taipei.
“We are expecting top-line and bottom-line growth in 2025,” Lin said, adding that revenue is expected to grow 23 percent from last year’s record-high of NT$1.05 trillion.
Despite the US’ threat of a 25 percent tariff on Mexican goods, Wistron will continue expanding AI-related capacity in Mexico at the request of its key customer in North America, Wistron said.
Customers would absorb the increases in manufacturing costs stemming from tariffs, it said.
The company has started shipping GB200 products to its key customer and is on track to ship GB300 products, Wistron president Jeff Lin (林建勳) said.
Wistron — which makes graphics processing unit (GPU)-based AI servers, GPU accelerator cards, AI modules and AI server racks — expects servers and AI-related products to contribute more than 50 percent of the company’s total revenue this year.
PC and notebook computer manufacturing will constitute the remaining revenue, it said.
Asked whether Wistron would help customers assemble humanoid robots, Lin said the company would focus on supplying software and key components for robots, rather than low-value assembly.
Wistron recorded net income of NT$17.45 billion for last year, a surge of 52 percent from NT$11.47 billion in 2023. That translated into earnings per share of NT$6.11, up from NT$4.08 the previous year.
The company’s board of directors has approved a cash dividend of NT$3.8 per share, representing a payout ratio of 62 percent.
It was late morning and steam was rising from water tanks atop the colorful, but opaque-windowed, “soapland” sex parlors in a historic Tokyo red-light district. Walking through the narrow streets, camera in hand, was Beniko — a former sex worker who is trying to capture the spirit of the area once known as Yoshiwara through photography. “People often talk about this neighborhood having a ‘bad history,’” said Beniko, who goes by her nickname. “But the truth is that through the years people have lived here, made a life here, sometimes struggled to survive. I want to share that reality.” In its mid-17th to
State-run CPC Corp, Taiwan (CPC, 台灣中油) yesterday signed a letter of intent with Alaska Gasline Development Corp (AGDC), expressing an interest to buy liquefied natural gas (LNG) and invest in the latter’s Alaska LNG project, the Ministry of Economic Affairs said in a statement. Under the agreement, CPC is to participate in the project’s upstream gas investment to secure stable energy resources for Taiwan, the ministry said. The Alaska LNG project is jointly promoted by AGDC and major developer Glenfarne Group LLC, as Alaska plans to export up to 20 million tonnes of LNG annually from 2031. It involves constructing an 1,290km
‘MAKE OR BREAK’: Nvidia shares remain down more than 9 percent, but investors are hoping CEO Jensen Huang’s speech can stave off fears that the sales boom is peaking Shares in Nvidia Corp’s Taiwanese suppliers mostly closed higher yesterday on hopes that the US artificial intelligence (AI) chip designer would showcase next-generation technologies at its annual AI conference slated to open later in the day. The GPU Technology Conference (GTC) in California is to feature developers, engineers, researchers, inventors and information technology professionals, and would focus on AI, computer graphics, data science, machine learning and autonomous machines. The event comes at a make-or-break moment for the firm, as it heads into the next few quarters, with Nvidia CEO Jensen Huang’s (黃仁勳) keynote speech today seen as having the ability to
NEXT GENERATION: The company also showcased automated machines, including a nursing robot called Nurabot, which is to enter service at a Taichung hospital this year Hon Hai Precision Industry Co (鴻海精密) expects server revenue to exceed its iPhone revenue within two years, with the possibility of achieving this goal as early as this year, chairman Young Liu (劉揚偉) said on Tuesday at Nvidia Corp’s annual technology conference in San Jose, California. AI would be the primary focus this year for the company, also known as Foxconn Technology Group (富士康科技集團), as rapidly advancing AI applications are driving up demand for AI servers, Liu said. The production and shipment of Nvidia’s GB200 chips and the anticipated launch of GB300 chips in the second half of the year would propel