SemiconductorsBRIEF

Wistron's Texas GB300 Plant Powers Revenue Doubling, Fortune 500 Leap

林紀旭 James LinEditor-in-Chief
Published · Updated
According to a report from TechNews, Wistron's (緯創) first US plant in Fort Worth, Texas — a roughly 324,000-square-foot, $761 million facility — is now mass-producing NVIDIA's (輝達) GB300 Grace Blackwell Ultra Superchip. The company's 2025 revenue more than doubled to $70.2 billion, propelling it to No. 198 on the Fortune Global 500, up 298 spots. The Texas investment followed an August 2025 decision made as the Trump administration threatened a 32% tariff on Taiwan imports, TechNews reported.

Where is Wistron's first US plant, and how big is the investment?

Wistron's first US-based factory sits in Fort Worth, Texas, and has begun mass-producing NVIDIA's GB300 Grace Blackwell Ultra Superchip, with a production line also reserved for the next-generation Vera Rubin platform, according to TechNews (E1). The facility, known as the D1 AI smart factory, spans roughly 324,000 square feet and represents an investment of about $761 million, TechNews reported, describing it as an important US-based assembly hub for AI supercomputers (E2).

How much did revenue double and how far did Wistron climb the Fortune 500?

TechNews reported that Wistron's full-year 2025 revenue reached $70.2 billion, more than double the prior year's figure, with server-related business accounting for about 70% of revenue; first-half 2026 revenue alone totaled $55 billion (E3). That growth carried through to the company's global standing: on this year's Fortune Global 500 list, Wistron jumped to No. 198, a climb of 298 spots from the previous year — described by TechNews as the list's biggest mover (E4).

MetricValue
D1 plant floor area (Fort Worth)~324,000 sq ft
D1 plant investment~$761 million
2025 full-year revenue$70.2 billion (more than double YoY)
H1 2026 revenue$55 billion
Server business share of revenue~70%
Fortune Global 500 rankNo. 198 (up 298 spots)
Threatened tariff on Taiwan imports (Aug 2025)32%
Combined Texas plant floor area (two sites)~1.09 million sq ft

Source: TechNews, July 28, 2026

Why did Wistron decide to invest in the US now?

Wistron had reportedly considered a US expansion for years but formally greenlit the Texas investment in August 2025 — the same period in which US President Trump was threatening a 32% tariff on goods imported from Taiwan, TechNews reported (E9). Chairman Simon Lin (林憲銘) told TechNews the Texas buildout started from scratch, with equipment largely shipped in from Southeast Asia and a workforce trained from the ground up; even so, he argued that because AI servers can weigh several tons apiece, producing and delivering them close to US customers makes more sense in the long run (E10).

How did the decade-long NVIDIA partnership evolve into AI servers?

TechNews traced the shift behind Wistron's current product mix to a partnership with NVIDIA (輝達) stretching back nearly a decade, which began with graphics card manufacturing. After ChatGPT triggered a surge in generative AI demand in late 2022, Wistron pivoted quickly toward building larger AI servers and supercomputer systems (E5) — the same product category now running through the Fort Worth plant's GB300 Grace Blackwell Ultra Superchip line (E1).

How is rapid AI server iteration driving global capacity expansion?

Chairman Lin told TechNews that AI product refresh cycles now move far faster than in prior server generations, with new products released annually and each generation marking a major leap (E7). That pace has strained existing capacity: Wistron's new plant in Zhubei, Taiwan, saw its capacity booked by NVIDIA through 2026 almost as soon as it opened, prompting the company to temporarily lease and convert a nearby textile factory for extra production (E6). To keep up, TechNews reported that Wistron now operates sites beyond Taiwan and China in Vietnam, Malaysia, Mexico, Brazil, the Philippines and the Czech Republic, with its two Texas plants together comprising about 1.09 million square feet — the company's most significant new footprint (E8).

What signals point to GB300 demand ahead?

Demand signals for the GB300 extend beyond Wistron's own factories. According to the podcast 先探投資週刊 (Wealth Discovery Weekly) on Apple Podcasts, Middle East sovereign cloud buyers have been purchasing GB300 chips in visible volume, with the episode framing Taiwan's supply chain as a beneficiary (E11). A separate episode from the same podcast noted that NVIDIA CEO Jensen Huang's (黃仁勳) appearance at Computex 2025 centered on the GB300 alongside robotics and AI healthcare themes (E12).

What this means

The numbers TechNews reported line up along a consistent timeline: Wistron's near-decade NVIDIA partnership pivoted toward AI servers after ChatGPT's late-2022 debut (E5), and by 2025 that pivot had turned into a revenue base that more than doubled to $70.2 billion and a 298-spot jump on the Fortune Global 500 (E3, E4). The Texas plant — 324,000 square feet and $761 million at the Fort Worth site alone, growing to 1.09 million square feet across two sites — was greenlit in August 2025 against the backdrop of a threatened 32% tariff on Taiwan imports, and Chairman Lin's own justification leans on the physical logistics of shipping multi-ton servers rather than tariff avoidance alone (E9, E10). Meanwhile, the same annual-leap product cadence Lin described (E7) is what pushed Taiwan's Zhubei capacity into being booked out through 2026 and forced a textile-factory conversion (E6) — suggesting the US buildout is running in parallel with, not instead of, continued expansion in Taiwan and Wistron's other global sites (E8). The Middle East buying activity and Computex 2025 spotlight on the GB300 (E11, E12) point to demand pressure sitting upstream of all of these capacity decisions.

📊 Evidence

FAQ

What product is Wistron's new Fort Worth, Texas plant producing?

NVIDIA's GB300 Grace Blackwell Ultra Superchip, with a line also reserved for the next-generation Vera Rubin platform, according to TechNews.

How big was Wistron's Fortune Global 500 jump?

Wistron rose to No. 198 on this year's Fortune Global 500, up 298 spots from the prior year, per TechNews.

Why did Wistron decide to build a plant in Texas?

TechNews reported the investment was formally approved in August 2025 amid a threatened 32% US tariff on Taiwan imports, while Chairman Simon Lin cited the logistics of shipping multi-ton AI servers as a long-term rationale for US-based production.

What prompted Wistron's shift from graphics cards to AI servers?

TechNews reported that after ChatGPT drove a surge in generative AI demand in late 2022, Wistron pivoted its nearly decade-long NVIDIA partnership from graphics card manufacturing toward larger AI servers and supercomputer systems.

📎 Sources

  1. finance.technews.tw
  2. podcasts.apple.com
林紀旭 James LinEditor-in-Chief

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