Nvidia Server Maker Wiwynn Sees AI Bottlenecks Beyond Memory

Nvidia Server Maker Wiwynn Sees AI Bottlenecks Beyond Memory

By Debby Wu and Miaojung Lin
Publication Date: 2026-05-28 08:58:00

(Bloomberg) — Wiwynn Corp., one of the biggest makers of Nvidia Corp. servers, warned of shortages developing in vital data center components beyond just memory chips, potentially slowing or inflating the cost of a global AI infrastructure buildout.

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Wiwynn Chair Emily Hong 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. But that race to secure essential components from memory to networking chips is propelling hardware prices to record highs. It’s hard to pin down where crunches will emerge, given a constant race to expand production capacity.

“The items that are in short supply are somewhat different every year,” Hong told Bloomberg News on Thursday. “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. and Quanta Computer Inc., often joins what’s dubbed “The Trillion Dollar Banquet:” a regular dinner hosted by Nvidia boss Jensen Huang when he visits his Taiwanese partners.

Wiwynn is now generating over 80% of its sales from US customers, Hong said. America will be a key location for expansion over the next few years, though she did not provide a specific number for investment.

Wiwynn’s first plant in El Paso, Texas…