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纬创竹北新厂开幕,产能英伟达全包

Core Insights - Wistron has seen a surge in AI server orders, with its new factory in Zhubei fully booked by NVIDIA, indicating strong demand for at least the next year [1][2] - The establishment of the AI park is a strategic move to enhance Taiwan's capabilities in AI, positioning it as a symbol of national strength [1][2] Company Performance - Wistron's consolidated revenue for May reached NT$208.406 billion, marking the first time it surpassed NT$200 billion in a month, setting a new record [1] - Cumulative revenue for April and May totaled NT$342.11 billion, approaching the first quarter's NT$346.4 billion [1] Future Outlook - The AI park is expected to be the largest manufacturing base for AI servers globally, with plans to double production capacity by utilizing additional facilities [2] - Wistron anticipates strong order visibility for AI servers extending to May next year, with continuous growth in demand [2]