Wistron Corporation (3231.TW) shares jumped 9.7% in Taipei trading on Wednesday following the announcement that the company has opened its first manufacturing facility in the United States.
The new plant, located in Fort Worth, Texas, is dedicated to assembling advanced AI servers for Nvidia, signaling a deepening of the strategic partnership between the two tech giants.
3% stake in neocloud provider Nebius has further highlighted the company's expanding ecosystem investments.
The D1 AI smart facility represents a $700 million investment by Wistron, underscoring the growing importance of U.S.-based production capacity for high-performance computing hardware.
This move aligns with broader industry trends toward supply chain diversification and localization, particularly for critical AI infrastructure components.
The development comes amid heightened activity in the semiconductor sector, with Nvidia recently unveiling specifications for its Vera CPU, intensifying competition with AMD and Intel in the data-center market.
Additionally, Nvidia's disclosure of a 9.3% stake in neocloud provider Nebius has further highlighted the company's expanding ecosystem investments.