Wistron approves TWD 6.5 billion capex: what it means for Wistron stock

Published on 10/13/2026 at 09:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September revenue hit TWD 380.81 billion, up 87.20 percent year over year. For Wistron stock, the expansion adds TWD 7.1 billion of capacity spending.

Wistron approved TWD 6.5 billion for Kaohsiung and TWD 591.6 million for Hsinchu facility upgrades on October 12, 2026.
September revenue reached TWD 380.81 billion, up 87.20 percent year over year.
Wistron was last quoted at TWD 187.00 on the Taiwan Stock Exchange on October 13, 2026, with market capitalization of TWD 594.7 billion.
The company reported second-quarter 2026 revenue of TWD 895.44 billion and operating income of TWD 33.45 billion.

Wistron, TW0003231007, Illustration mit AI erstellt.

Wistron (TW0003231007) approved TWD 6.5 billion for Kaohsiung and TWD 591.6 million for Hsinchu facility upgrades on October 12, 2026, according to Wistron. The board also proposed buying a Tainan factory building from Coretronic Corporation for up to TWD 1.0 billion, putting the approved facility spending at TWD 7.1 billion after rounding.

Capacity spending reaches TWD 7.1 billion

The October 12 announcement directs TWD 6.5 billion to Kaohsiung and TWD 591.6 million to Hsinchu for facility upgrades, machinery and equipment. The proposed Tainan purchase adds a separate property decision with a ceiling of TWD 1.0 billion, so the announcement combines capacity expansion with a potential site acquisition.

What does the expansion mean?

Wistron's operating backdrop is expanding faster than its traditional hardware profile. Ajussi Guide reported September 2026 revenue of TWD 380.81 billion, up 87.20 percent year over year, while January through September revenue reached TWD 2,890.84 billion, up 97.30 percent.

The same source lists second-quarter 2026 revenue of TWD 895.44 billion, operating income of TWD 33.45 billion and an operating margin of 3.74 percent. That combination matters because the new spending is being approved while revenue is scaling rapidly, but the operating margin remains a more restrained measure of earnings conversion.

Three dated expansion signals

On July 22, 2026, MarketScreener listed a planned USD 700 million Texas AI facility. On August 5, 2026, the same company page listed a TWD 13.0 billion investment in building improvements. On October 12, 2026, Wistron approved TWD 6.5 billion for Kaohsiung and TWD 591.6 million for Hsinchu.

Next dated operating checkpoints

Ajussi Guide points to early November 2026 for Taiwan October monthly revenue updates and November 2026 for third-quarter financial statements. Those releases should show whether the September revenue pace translated into quarterly profitability.

Stock context on October 13

Wistron was last quoted at TWD 187.00 on the Taiwan Stock Exchange on October 13, 2026 at 1:30 p.m. TST. The company had a market capitalization of TWD 594.7 billion on the same date, while its 52-week range stood at TWD 122.50 to TWD 206.00.

For investors, the key distinction is between capacity growth and profitable capacity. The approved TWD 7.1 billion of facility spending and the TWD 380.81 billion September revenue figure show scale, while the 3.74 percent second-quarter operating margin sets the profitability benchmark for the next reporting update.