Delta Electronics expands Penang manufacturing as AI business reaches half of revenue
Delta Electronics said AI-related business now accounts for about half of revenue, including 25% from AI power solutions and 13% from liquid cooling. The company confirmed a new manufacturing site in Penang, Malaysia, with a five-year goal of gradually building capacity comparable to its Thailand operation. Expansion will depend on market demand, while the total investment and formal construction schedule remain undecided. Chairman Zheng Ping also said supply-chain shortages and delays in customer construction are making shipment timing less predictable despite strong order visibility.
The reports say AI data-center expansion is driving demand for Delta Electronics’ power and cooling solutions. Its Penang plan would add manufacturing capacity, while shortages and customer construction delays may affect the timing of shipments.
AI 資料中心持續帶動電源及散熱需求，台達電今（29）日於第三季法人說明會指出，目前 AI 相關業務已占整體營收約五成，其中 AI 電源解決方案占比約 25%，液冷相關營收占比達 13%，預期明年相關業務仍將持續成長。為因應未來需求，台達電也確定在馬來西亞檳城設立新製造據點，長期目標是在五年內建立可比照泰國的產能規模。
台達電表示，第三季液冷相關營收約 250 億元，占整體營收約 13%，預估全年占比也將維持在相近水準。隨著大型雲端服務供應商持續擴建 AI 資料中心，電源及散熱解決方案仍是主要成長動能，公司看好明年相關業務持續成長。
#Delta Electronics#NVIDIA#Vicor#Penang manufacturing site#solid oxide fuel cells#±400 VDC#800 VDC#liquid cooling