종합 밸류에이션 구간 · 보수적 105–120 / 적정 140–155 / 낙관적 170–190. 177 기준, 낙관적 내재가치 구간 내 · 상당한 기대가 선반영.
보고서 발행 시 152.5（2026년 6월 12일）
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Wistron Corporation, together with its subsidiaries, engages in the design, manufacture, and sale of information technology products in the United States, Europe, China, and internationally. The company is involved in research, development, and testing of products and semi-furnished products, and its peripheral equipment, and components, including desktop and portable computers, motherboards, servers, system platforms, multiprocessor computer systems, multimedia computers, network computers, consumer and special computers, microprocessors, CD-ROMs, PDAs, tablet computer, pocket computers, and interface cards. It also provides video and internet telephones, and video conferencing and telecommunication equipment; digital satellite TV receivers, set-top boxes, digital video decoders, and multi-media home appliances; digital cameras, CD players, and digital CD players; wireless receiver products comprising mobile phones, wireless LAN cards, and Bluetooth communication modules; and LCD TVs, and other electronic audio and visual products. In addition, the company designs and merchandises computer software and programs; recycles electronic waste; and offers in vitro diagnostic devices, therapeutic equipment, intelligent assistive devices, diagnostic x-ray units, physiological signal diagnostic devices, and medical data systems. Further, it is involved in the manufacturing, processing, and selling of electronic automotive products; maintenance and cleaning of electronics products; import and export trade business; sale and maintenance of computer products and related parts and components, data storage equipment, and digital monitoring systems; internet platform development; provision and sale of application services and consultation; and repair of electronic products. Wistron Corporation was incorporated in 2001 and is headquartered in Taipei, Taiwan.
연혁
Wistron was established in May 2001 and spun off from Acer in February 2002, taking over Acer's manufacturing-related assets, liabilities, rights, and obligations; it listed on the Taiwan Stock Exchange on August 19, 2003, when notebooks made up 65% of its 2003 sales. Since a 2019 reorganization, it has operated through three entities (Wistron Technology, Wistron Intelligence, and New Business). It once assembled iPhones in India, but after 2020 labor unrest at its India plant it sold the India iPhone business to Tata in 2023. Its 2024 revenue first exceeded NT$1 trillion and doubled to NT$2.1865 trillion in 2025 as it shifted toward AI servers.
업계 내 위치
Wistron positions itself as a core executor within NVIDIA's AI infrastructure manufacturing chain rather than the center of the profit pool. Its AI infrastructure revenue share rose from 46% in 2024 to 71% in 2025 and 79% in the first quarter of 2026, and it holds a 40.13% stake in Wiwynn. It is building AI supercomputer manufacturing capacity with NVIDIA near Dallas, Texas, with mass production starting in the first half of 2026. Industry data cited by 36Kr put Wistron at about 21% of 2025 GB200/GB300 rack-server shipments, behind Foxconn at over half and Quanta at about 19%.
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