Wistron Chairman Lin: AI to Grow 10x, Urges Government to Rethink Power Demand Curves
Wistron Chairman Simon Lin stated that the AI industry has room for 10x growth with no bubble concerns. Due to power supply constraints in the north, Wistron is relocating its second computing center to Tainan Shalun and urging the government to re-evaluate power demand projections.
📋 Article Processing Timeline
- 📰 Published: May 29, 2026 at 17:03
- 🔍 Collected: May 31, 2026 at 23:59 (54h 56m after Published)
- 🤖 AI Analyzed: June 2, 2026 at 00:32 (24h 33m after Collected)
Central News Agency (Taipei, 29th) Wistron Chairman Simon Lin stated that the AI industry has room for more than 10 times growth in the future, with no concerns about a bubble. He noted that Taiwan's power supply has already affected Wistron's expansion in the north, leading to the decision to relocate the second computing center to Tainan Shalun. He urged the government to rethink the power demand curve.
Wistron held its annual general meeting today. Lin told the media that despite the recent stock market surge, the P/E ratios of most large-cap stocks are not high; for instance, TSMC's P/E ratio was under 20. He argued that Taiwan's industrial foundation is solid and holds indispensable influence, reflecting market recognition of Taiwan's economic strength rather than mere market overheating.
He mentioned that NVIDIA CEO Jensen Huang is optimistic about a 10-fold growth in AI, and companies that do not use AI will face problems. There is currently no concern about a bubble. AI applications in Taiwan have already started, especially in the financial sector for customer service and credit review.
As AI becomes more widespread, Lin believes the demand for diverse computing hardware such as GPUs, CPUs, TPUs, and memory will continue to grow.
Lin mentioned that Wistron's first computing center is in Neihu, and the second was originally planned for Taipei. However, due to notifications of insufficient power, they decided to move it to the Yang Ming Chiao Tung University Wistron Building in Tainan Shalun. In the early stages of AI, Taiwan's power supply estimates are insufficient, and the government needs to rethink and adjust future power demand curves to cope with the massive growth in computing power consumption.
Facing the new generation of AI architecture, Lin admitted that Wistron does not want to return to the low-margin era of the past. He hopes to achieve a gross margin of 5% to 6% or more in the future, leveraging unique advantages to gain market acceptance. A transition period of six months to a year is expected to renegotiate business models with clients.
Regarding quantum computing, he stated that Wistron is currently adopting a strategy of half-investment and half-independent R&D, focusing on superconducting technology. They have introduced a 32-qubit superconducting quantum computer to promote internal projects and perform collaborative computing with traditional GPUs.
Lin believes that quantum and traditional computers will develop in parallel, solving different problems. Quantum computers may initially be applied in fields such as special engineering, algorithms, or encryption.
Wistron held its annual general meeting today. Lin told the media that despite the recent stock market surge, the P/E ratios of most large-cap stocks are not high; for instance, TSMC's P/E ratio was under 20. He argued that Taiwan's industrial foundation is solid and holds indispensable influence, reflecting market recognition of Taiwan's economic strength rather than mere market overheating.
He mentioned that NVIDIA CEO Jensen Huang is optimistic about a 10-fold growth in AI, and companies that do not use AI will face problems. There is currently no concern about a bubble. AI applications in Taiwan have already started, especially in the financial sector for customer service and credit review.
As AI becomes more widespread, Lin believes the demand for diverse computing hardware such as GPUs, CPUs, TPUs, and memory will continue to grow.
Lin mentioned that Wistron's first computing center is in Neihu, and the second was originally planned for Taipei. However, due to notifications of insufficient power, they decided to move it to the Yang Ming Chiao Tung University Wistron Building in Tainan Shalun. In the early stages of AI, Taiwan's power supply estimates are insufficient, and the government needs to rethink and adjust future power demand curves to cope with the massive growth in computing power consumption.
Facing the new generation of AI architecture, Lin admitted that Wistron does not want to return to the low-margin era of the past. He hopes to achieve a gross margin of 5% to 6% or more in the future, leveraging unique advantages to gain market acceptance. A transition period of six months to a year is expected to renegotiate business models with clients.
Regarding quantum computing, he stated that Wistron is currently adopting a strategy of half-investment and half-independent R&D, focusing on superconducting technology. They have introduced a 32-qubit superconducting quantum computer to promote internal projects and perform collaborative computing with traditional GPUs.
Lin believes that quantum and traditional computers will develop in parallel, solving different problems. Quantum computers may initially be applied in fields such as special engineering, algorithms, or encryption.
FAQ
What is Wistron's AI strategy?
Expanding computing power centers and investing in quantum computing.