Delta Electronics

Headlines · 4

1. 4d
   AI data center power demand drives energy equipment focus at Taiwan Smart Energy Week

   The 2026 Taiwan International Smart Energy Week and Net Zero Sustainability Expo opens October 14, with Delta Electronics, Bloom Energy, Teco and Eaton set to show solid oxide fuel cells (SOFC), microgrids, solid-state transformers (SST), distribution and energy storage aimed at powering and managing AI data centers. The IEA's latest report said global data center electricity use rose 17% in 2025, far above roughly 3% growth in overall power demand; the IEA had previously estimated that about 20% of planned data center capacity could be delayed by grid constraints. Supply chain sources said lead times for large transformers have stretched to 3–4 years, tightening equipment supply and pushing on-site generation and microgrids as alternatives for companies facing long grid-connection waits.

   科技新报 · 🔥 0
2. 5d
   Delta Q3 revenue hits record on AI server power demand

   Delta Electronics reported third-quarter consolidated revenue of NT$197.059 billion, up 7.5% quarter on quarter and about 31.1% year on year, a record for a single quarter; September revenue was NT$65.4 billion, up 1.3% sequentially and 14.6% year on year, while the first nine months totaled NT$539.668 billion, up 37.2%. The company said strong AI server and data-center power demand drove the mix, with power and components at 51% of September revenue and infrastructure at 35%; chairman Cheng Ping said it has not yet seen signs of AI buildout demand slowing and expects AI-related revenue to exceed 25% of the total this year, up from 18% last year, with liquid-cooling products above 12%. Analysts expect double-digit sequential growth in the fourth quarter on higher AI server power shipments, volume production of a new-generation power rack and high-voltage DC products, while UBS estimates the global AI server power market will grow from US$17.7 billion in 2026 to US$38.2 billion in 2027.

   科技新报 · 🔥 0
3. 6d
   US ITC opens patent probe into Foxconn, Luxshare, 18 others over AI server power

   The US International Trade Commission has opened a patent case against 20 companies, including Foxconn, Luxshare, Quanta, Delta Electronics, Monolithic Power Systems, Infineon, Flex and Celestica, over the power systems that feed top-end chips from directly below them inside AI servers, and the computers that use them. The action follows a complaint by power-chip maker Vicor, which claims their products infringe one of its patents and wants them barred from the US with the firms ordered to stop selling them. Luxshare said it does not expect a material impact, noting the products are still being tested by customers and are not in mass production, while the commission has not ruled and will set a target completion date within 45 days; any import ban could only take effect after a full hearing and final ruling.

   The Next Web · 🔥 0
4. 7d
   Vicor files third Section 337 case, naming 20 AI server supply-chain firms

   The US International Trade Commission opened case 337-TA-1526 on October 9, with power-module maker Vicor accusing 20 companies — including Luxshare Precision, Foxconn, Infineon and Delta Electronics — of infringing patents covering vertical power delivery (VPD). The article says this is Vicor's third Section 337 action in the AI power space, and that its quarterly licensing revenue reached $30.4 million in Q2 versus $10.4 million a year earlier, while a parallel federal suit against MPS (7:26-cv-00364) was filed a day before the ITC complaint. The author expects the case to take roughly 16–18 months and most likely end in a licensing settlement, noting that any exclusion order would only affect US customs, leaving sales outside the US unaffected.

   虎嗅 AI · 🔥 0

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