纬创斥资11亿美元扩大美国产能，成川普任内最大台厂投资

Core Insights - Wistron (纬创) and Quanta (广达) are significantly increasing their investments in the U.S. to expand AI server production, with Wistron planning to invest over $1.1 billion and Quanta investing approximately $34.97 million [1][2] Group 1: Wistron's U.S. Investment Plans - Wistron plans to invest over $455 million in its U.S. subsidiary, Wistron InfoComm (USA) Corporation, raising its total capital to $500 million [1] - The company will invest up to $111 million to acquire land and facilities in Dallas for AI manufacturing, along with $70 million for building improvements [1] - Wistron will also invest up to $120 million for improvements at the Dallas Eagle facility and $411.4 million for machinery acquisition [2] Group 2: Quanta's U.S. Investment Plans - Quanta has invested approximately $34.97 million in machinery and equipment for its Fremont facility in California from August 2022 to May 2023 [2] Group 3: Wistron's Broader Investment Strategy - Wistron is also expanding its operations in Mexico, planning to invest around $40 million for improvements at its Juarez facility and to lease new space to increase production capacity [2] - The company is reallocating some AI server equipment investments to its new Anshan plant, increasing the budget from NT$38.96 billion to NT$39.14 billion [2] Group 4: Financial Management Decisions - Wistron's board has decided to sell its remaining shares in Malaysian audio company Formosa Prosonic Industries Berhad to optimize capital use for AI server operations [3] - The board also approved a capital increase of NT$1.7 billion for Wistron Asset Management Company and plans to invest up to NT$3.5 billion to establish a venture capital company [3]