Wistron Opens $700 Million Texas Plant, Taiwan Stock Jumps 9.7% on Nvidia Superchip Deal

Wistron Corporation's stock jumped 9.7% in Taiwan trading Wednesday after the company confirmed its first U.S. manufacturing facility, a $700 million plant in Fort Worth, Texas, is now producing AI servers for Nvidia, according to CNBC.

The 324,000-square-foot site, called the D1 AI smart facility, is currently building Nvidia's GB300 Grace Blackwell Ultra Superchip. Wistron says it will later add production of Nvidia's Vera Rubin Superchip, the next-generation chip platform Nvidia has positioned as central to future AI computing.

"In the next couple of years, this location will be one of the most important, as we build AI infrastructure here in the United States," Wistron Chairman Simon Lin said in a company press release cited by CNBC.

Nvidia CEO Jensen Huang framed the move in blunter terms. "Demand for AI factories, the engine of this next industrial revolution, is incredible, and they must be produced everywhere," Huang said, according to the same release.

Part of a Bigger Reshoring Push

Wistron's Texas plant isn't happening in a vacuum. It comes on the heels of TSMC's announcement last week that it's doubling down on its Arizona investment, CNBC reported, part of a pattern of Taiwanese chip and electronics giants building out physical footprint on U.S. soil rather than just shipping product from Asia.

Nvidia said its partner manufacturing network, which includes Wistron, TSMC, and Foxconn, now spans 43 U.S. states and contributed an estimated $485 billion to U.S. GDP in 2026, according to figures CNBC attributed to Nvidia. That's a company-generated estimate, not an independently audited figure, and it should be read as Nvidia's own accounting of its supply chain's economic footprint rather than a government statistic.

The Fort Worth facility will serve as what Wistron calls the "core engine" of its U.S. manufacturing operations, integrating into Nvidia's DSX infrastructure, the system Nvidia uses to deploy what it calls energy-efficient AI data centers at scale, per CNBC's reporting.

Supply Chain Implications

The practical case for building AI server capacity inside U.S. borders is straightforward: shorter lead times, less exposure to shipping disruptions, and insulation from tariff risk on finished electronics crossing the Pacific. For a company like Nvidia, which has spent the last two years chasing chip supply to meet demand, having assembly and testing capacity physically in Texas cuts one link out of a very long chain.

There's also a geopolitical logic that boosters of the move would point to. Concentrating advanced chip assembly in Taiwan alone leaves the U.S. AI buildout exposed to any disruption involving China and Taiwan. Spreading that capacity into Arizona, Texas, and other states is a hedge against that risk, not just a jobs announcement.

A press release praising a company's own investment, paired with a same-day stock pop, isn't proof the plant will scale as promised. Digitimes, a Taiwan-focused trade outlet, covered the broader Wistron and Nvidia supply chain story but did not offer independent verification of production volumes or timelines at the Fort Worth site, focusing instead on adjacent industry news like Nvidia CEO Jensen Huang's planned meetings with Samsung, SK, and Naver executives in Silicon Valley. Neither CNBC's report nor Digitimes's coverage includes third-party output data confirming how many GB300 units the Fort Worth plant is actually shipping right now.

Unanswered Questions

Wistron hasn't given a public timeline for when Vera Rubin Superchip production will begin at the Texas site, only that it will come "later." Nvidia hasn't disclosed unit-level output targets for the Fort Worth facility, and no third-party audit of the $485 billion GDP contribution figure has been published.

The next concrete marker to watch is Wistron's next quarterly earnings report, which should show whether the Fort Worth investment is translating into revenue, or whether Wednesday's 9.7% stock jump was priced on expectations that outrun current production reality.