Everyone assumed the AI hardware crunch was a memory chip problem. Wiwynn, one of the biggest manufacturers of Nvidia-based AI servers, is here to tell you it’s much worse than that.
Chairwoman Emily Hong said on May 28 that bottlenecks have expanded to include networking chips, power supplies, and electrical equipment, with no relief expected until 2027 or 2028.
The scope of the squeeze
Wiwynn (6669.TW) builds AI servers for Meta and Microsoft, placing it at the dead center of the infrastructure buildout that’s reshaping the tech industry.
Hong pointed to power supply as the single biggest constraint facing data center operations right now. Not geopolitics. Not tariffs. Not chip export controls. Power.
