Taiwan Adds 128億 Focused on Equipment Upgrades
Wistron’s board on 11日 approved new Taiwan capital expenditure, with its 中台南 site allocated 119億元 and the Hsinchu site allocated 9.39億元, totaling 128.39億元 for the two sites. The company said the spending will mainly be used for building improvements and machinery and equipment purchases to meet AI-related new business expansion needs. Judging from the amount breakdown, Tainan is the main site for this Taiwan expansion, accounting for over 九成, highlighting its key role in the AI server production footprint.
Mexico Simultaneously Expands Overseas Capacity
On overseas deployment, Wistron’s 100%-owned subsidiary Wistron InfoComm Mexico S.A. de C.V. was approved to add 1,776萬美元 in capital expenditure, equivalent to about 5.83億元 in New Taiwan dollars, to expand server capacity at its local production base. Combined with the two Taiwan outlays, total new capital expenditure across the three Taiwan and Mexico projects is about 134.22億元, reflecting a strategy of strengthening both existing Taiwan operating sites and overseas production capability.
Q3 EPS of 5.74元 Hits Single-Quarter Record
Wistron’s 2026年第3季 single-quarter consolidated revenue was about 1兆1,500億元, up 28.3% quarter-on-quarter and about 102% year-on-year; net profit attributable to parent company owners was 184.02億元, up 24.1% quarter-on-quarter and 1.49倍 year-on-year, with EPS of 5.74元, a single-quarter record. Cumulative consolidated revenue for the first 3 quarters this year was about 2兆8,900億元, up 97.2% year-on-year, net profit attributable to parent company owners was 428.6億元, up 1.23倍 year-on-year, and EPS reached 13.54元, a record high for the same period, with overall business momentum linked to AI demand.
Hsinchu Real Estate Use Rights Quota of 28億 Counted Separately
In addition, Wistron’s board approved acquiring land and office-plant real estate use-right assets in Hsinchu within a limit of no more than 28億元, with plans to integrate leases and extend lease terms to meet operating needs. The company explained that the case is a real estate use-right asset, different in nature from the aforementioned new capital expenditure for building improvements, machinery and equipment, and capacity expansion, and should not be directly combined as AI server expansion investment.