Wistron approves NT$6.5 billion capex: what it means for Wistron stock

Published on 10/15/2026 at 11:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Wistron adds NT$6.5 billion for Taiwan capacity. Wistron stock tracks September revenue of NT$380.81 billion, up 87.20 percent year over year.

Expansion and operating scale

Wistron approved NT$6.5 billion in additional capital spending on October 12, 2026.
September 2026 revenue reached NT$380.81 billion, up 87.20 percent year over year.
Wistron had a TWD 559.7 billion market capitalization as of October 15, 2026.

Wistron, TW0003231007, Illustration mit AI erstellt.

Wistron (TW0003231007) approved NT$6.5 billion in additional capital spending for its Kaohsiung facility on October 12, 2026. The board also approved NT$591.6 million for equipment and upgrades at its Hsinchu facility, according to Wistron. The move gives Wistron stock a concrete expansion figure as investors assess whether fast-growing server demand can support higher capacity.

Capital spending reaches Taiwan sites

The October 12 announcement covers facility upgrades and machinery for Kaohsiung, plus equipment investment in Hsinchu. Wistron also proposed buying a Tainan factory building from Coretronic for up to NT$1.0 billion, adding a second property decision to the capacity plan, according to Wistron.

Three dates show the expansion path

On September 16, 2026, a Wistron unit agreed to acquire USD 16.00 million of equipment from Delta Electronics, as reported by MarketScreener. On October 8, 2026, September revenue reached NT$380.81 billion, up 87.20 percent from a year earlier, while revenue for the first nine months reached NT$2.89 trillion, up 97.20 percent, according to TechNews. The October 12 capex decision is the latest of the three dated developments.

What does the expansion mean for margins?

The answer depends on whether revenue growth converts into operating profit. In the second quarter of 2026, Wistron reported TWD 895.44 billion of revenue, TWD 33.45 billion of operating income and TWD 14.83 billion of net income, while earnings per share reached TWD 4.72, according to AJUSSI Guide. The figures put the capacity plan beside a measurable profitability test: additional facilities must support volume without eroding the operating line.

Stock valuation keeps the test visible

Wistron last stood at TWD 176.00 on the Taiwan Stock Exchange on October 15, 2026 at 1:30 p.m. Taipei time. Its market capitalization was TWD 559.7 billion, and its 52-week range was TWD 122.50 to TWD 206.00 as of October 15, 2026. The stock therefore remains below its 52-week high while the expansion program and revenue growth set the main variables for the next results cycle.