Taiwanese electronics manufacturer Wistron has inaugurated a $700 million production facility in Texas dedicated to assembling advanced AI systems for Nvidia.
The plant is designed to manufacture Nvidia's next-generation Vera Rubin Superchip, marking a significant step in the localization of high-end semiconductor assembly within the United States.
Earlier this year, Nvidia CEO Jensen Huang outlined a $150 billion investment plan in Taiwan, which triggered a rally across semiconductor stocks.
The move underscores the deepening integration between Nvidia and its key supply chain partners as they navigate geopolitical headwinds and domestic policy incentives.
By establishing a dedicated line for the Vera Rubin architecture, Wistron is positioning itself at the center of Nvidia's upcoming product cycle, which is expected to drive substantial capital expenditure across the data center sector.
This development follows a broader wave of semiconductor manufacturing investments in the US.
Earlier this year, Nvidia CEO Jensen Huang outlined a $150 billion investment plan in Taiwan, which triggered a rally across semiconductor stocks.