Bloomberg
Wiwynn Corp (緯穎), one of the biggest makers of Nvidia Corp servers, yesterday warned of shortages developing in vital data center components beyond just memory chips, potentially slowing or inflating the cost of a global artificial intelligence (AI) infrastructure buildout.Wiwynn chairwoman Emily Hong (洪麗寗) expects demand for data center hardware to remain red-hot over the next three to five years, as the likes of Meta Platforms Inc and Microsoft Corp escalate capital spending. However, that race to secure essential components from memory to networking chips is propelling hardware prices to record highs. It is hard to pin down where crunches would emerge, given a constant race to expand production capacity.
Wiwynn Corp chairwoman Emily Hong, right, and president William Lin attend the company’s annual shareholder’s meeting in New Taipei City’s Sijhih District on Monday.
“The items that are in short supply are somewhat different every year,” Hong told Bloomberg News yesterday. “We may start to see some relief in constraints in late 2027 or 2028.”Hong joins fellow industry figures in warning about demand-supply imbalances. The executive, whose firm competes with Hon Hai Precision Industry Co (鴻海精密) and Quanta Computer Inc (廣達), often joins what’s dubbed “The Trillion Dollar Banquet:” a regular dinner hosted by Nvidia CEO Jensen Huang (黃仁勳) when he visits his Taiwanese partners.
