Wiwynn warns AI infrastructure supply constraints could persist through late 2027 or 2028 as component shortages shift across memory, networking, and other parts.

Wiwynn Corp. chair Emily Hong told Bloomberg News that demand for data center hardware could remain strong over the next three to five years from major customers such as Meta Platforms and Microsoft, but component shortages—spanning memory chips, networking chips, and other key parts—are pushing hardware prices to record highs.

The shortage picture changes year to year, making it difficult to predict which components will become bottlenecks next. Hong said some relief in supply constraints may start to appear in late 2027 or 2028.

Wiwynn now generates more than 80% of its sales from US customers. The company is operating its first plant in El Paso, Texas, and plans to ready another three plants within two years. In March, Wiwynn issued a $2 billion convertible bond and may raise more funds next year through global depositary receipts and convertible bonds.