Delta Electronics and Lite-On outline 800 VDC AI power roadmaps
Delta Electronics plans to mass-produce ±400 V and 800 V high-voltage DC power products in the third quarter, begin limited shipments in the fourth quarter, and expand shipments in 2027, subject to customer adoption. At OCP Global Summit, Delta displayed a 660 kW Power Rack and three 800 VDC architectures: Sidecar, centralized power and building-level conversion through SST or TRU; Lite-On showcased a 1.32 MW Power Rack and expects its 800 VDC products to enter limited shipments in November.
TechNews reports that the roadmaps reflect growing demand for higher-voltage AI data-center power as rack power increases, with both companies positioning products for staged deployment through 2027–2028.
隨著輝達 Vera Rubin、AMD Helios 等新一代 AI 機櫃功率持續提高，加上大型雲端服務供應商（CSP）擴大 AI 基礎設施投資，800 VDC 高壓直流供電商機持續升溫。台達電、光寶科將分別於 10 月 29 日及 30 日召開第三季法人說明會，市場聚焦第四季新產品量產及出貨進度、AI 業務成長，以及明年營運展望。
台達電第三季營收 1,970.59 億元，季增 7.53％、年增 31.09％。受惠 AI 伺服器電源及液冷散熱需求增加，加上產品組合改善與漲價效應，市場看好台達電第三季獲利有望賺逾一個股本。
#Delta Electronics#Lite-On Technology#800 VDC#660 kW Power Rack#1.32 MW Power Rack#NVIDIA Vera Rubin#AMD Helios