Wistron Executive: AI Not a Bubble, 2026 AI Orders to Outstrip 2025; U.S. AI Server Facilities to Start in H1 2026

AI is not a bubble, according to Simon Lin, chairman of Wistron (TW: 4988), who forecasts 2026 AI-related orders to grow more than 2025. Wistron's order situation is strong through 2027, with significant year-on-year growth expected in 2026. The firm's new U.S. manufacturing facilities for Nvidia will begin operations in the first half of 2026, with volume production starting in Q1 2026. These facilities support Nvidia's plan to build up to $500 billion in AI server manufacturing over the next four years, including supercomputer manufacturing plants in Texas co-located with Foxconn and Wistron.