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Nvidia Supplier Wistron Says AI Boom Is Not a Bubble

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Artificial intelligence is not a speculative bubble and demand linked to the technology will continue to accelerate, according to Wistron chairman Simon Lin. Speaking in Taipei, Lin said AI-related order growth in 2026 is expected to exceed last year’s levels, reflecting what he described as a structural shift rather than a temporary surge.

Wistron, a key supplier to Nvidia, sees strong demand extending well into 2027. Lin said the company expects “significant” growth this year compared with the previous one, adding that AI is already transforming a wide range of industries and marking the beginning of a new technological era.

The company is expanding its manufacturing footprint in the United States to support Nvidia’s long-term AI ambitions. Wistron said new U.S. facilities are on track to be ready in 2026, with volume production starting in the first half of this year. Part of the capacity will support Nvidia’s plan to build up to $500 billion worth of AI servers in the U.S. over the next four years.

Nvidia previously said it would build supercomputer manufacturing plants in Texas, working with partners including Foxconn and Wistron. The comments from Wistron’s leadership underline growing confidence among AI supply-chain firms that current demand reflects long-term structural growth rather than a short-lived boom.

Taiwan’s GlobalWafers Prepares Phase Two Expansion at Texas Plant

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Taiwanese silicon wafer maker GlobalWafers is preparing for a second-phase expansion of its Texas manufacturing plant, pending customer commitments, chairperson Doris Hsu said on Wednesday.

The company opened a $3.5 billion facility in Texas last year and later announced plans to invest an additional $4 billion in the United States to meet rising demand. The site is GlobalWafers’ most advanced fully integrated 300mm silicon wafer plant and is currently the only advanced wafer manufacturing facility of its kind in the U.S.

Hsu said customers have begun asking about further capacity increases, noting that the first phase serves multiple clients and may not be sufficient. GlobalWafers is moving ahead with factory design work to shorten timelines once commitments are finalized.

GlobalWafers supplies TSMC, which is investing heavily in U.S. chip production. The expansion aligns with a recent U.S.-Taiwan trade deal aimed at strengthening local semiconductor supply chains.

Roche’s Genentech Doubles North Carolina Facility Investment to About $2 Billion

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Genentech, a unit of Roche, said it will more than double its planned investment in a biomanufacturing facility in North Carolina to about $2 billion, reinforcing its commitment to expanding production in the United States.

The facility, located in Holly Springs, North Carolina, is expected to become operational by 2029 and will focus on manufacturing next-generation treatments for metabolic conditions, including obesity. Genentech said the expanded investment will significantly increase production volumes and manufacturing capacity at the site.

The project is expected to support more than 2,000 jobs, including around 500 high-wage manufacturing roles and approximately 1,500 construction jobs. The expansion builds on an initial investment of more than $700 million announced in May last year, as the company sought to strengthen its U.S. footprint.

The move aligns with broader efforts by major pharmaceutical companies to boost domestic manufacturing, amid calls from U.S. President Donald Trump for drugmakers to onshore more production. Roche and Genentech have said the investment forms part of a wider $50 billion commitment to the U.S. market.