NuAxi groups public briefings that mention Delta Electronics: product launches, capacity and pricing signals, and supply-chain changes. The page updates continuously.
Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production to support customer demand. The site is expected to ramp up to capacity comparable to that of Delta's Thailand operations over five years, with space reserved for process research and development and a potential future R&D center. The stated purpose is to support customer demand. The event is an approved plan and has not yet been implemented.
Delta Electronics chairman Ping Cheng said during an earnings call on October 29 that the company expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction. However, material shortages are making customer construction and equipment delivery schedules harder to predict, prompting Delta to secure material supplies, maintain buffer inventory, and coordinate delivery plans with customers. The source does not state any quantified targets for this expectation.
AI data center equipmentDelta ElectronicsDigiTimes AsiaInventory Shift
Delta is showcasing microgrid solutions for AI factories, high-performance computing (HPC) data centers, and smart manufacturing at Energy Taiwan 2026, held October 14 to 16 at Taipei Nangang Exhibition Center, Hall 1, 4F, Booth M0319a. Its prefabricated DC power system based on solid-state transformers (SSTs) uses a containerized architecture integrating SSTs, DC/DC converters, and control equipment, reduces the number of power conversion stages, and achieves SST energy efficiency of up to 98.5%; according to Delta, its implementation can improve grid-to-chip energy efficiency in AI data centers by 4–5%. The system can incorporate high-C-rate batteries to respond to rapid AI workload variations, providing millisecond-level power support, and its modular, prefabricated design can potentially shorten deployment time by up to 50%, with an architecture supporting future capacity expansion as computing demand increases. Delta is also presenting solid oxide fuel cell (SOFC) technology for distributed power generation, with overall system efficiency of up to 85% when heat recovery is included; Delta plans to begin trial production of its SOFC solution by the end of 2026. The exhibition also includes EnergiQ, a digital energy management platform developed by Delta's ESG Consulting Office and built around the ISO 50001 methodology, plus expert presentations involving Taiwan's Industrial Technology Research Institute, Taiwan Institute of Economic Research, and Delta's smart energy and microgrid teams.
According to a NEWS post reposted by TrendForce, NVIDIA's GTC Berlin keynote spotlighted its supply chain, featuring 17 DSX POD partners including Delta, Gigabyte, Pegatron and Wistron, plus 6 capacity suppliers (Unimicron, IBIDEN, SEM, Amkor, KYEC, SPIL). The item is a presentation of the supply-chain partner list; the source does not state any price movement, capacity change or specific cooperation terms.
DSX PODNVIDIA, Delta and 11 totalTrendForce Official (Market Data)Partnership/M&A
Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026 that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply (the source cites this as the explicit cause of the AI power gap). Delta plans to expand its focus from power consumption to an integrated microgrid architecture spanning generation, transmission, distribution, energy storage and consumption, with solid oxide fuel cells (SOFCs) and solid-state transformers (SSTs) as its key products. This is a business-direction expansion plan; the source does not state any investment amount or timetable.
Delta Electronics unveiled its prefabricated solid-state transformer (SST) DC power solution at Energy Taiwan 2026 on October 14, targeting power efficiency, deployment speed and supply resilience in AI data centres, AI factories and energy-intensive manufacturing. The system integrates SSTs, DC/DC converters and control technology.
solid-state transformer (SST)DC/DC convertersDelta ElectronicsDigiTimes Asia
At Energy Taiwan 2026, Delta, a global leader in power management and smart green solutions, presented its comprehensive microgrid and power infrastructure solutions for AI factories and high-density computing under the theme "Resilient Energy, Powering the AI Future." Marking its 55th anniversary, the company debuted the world's first physical, production-ready containerized Solid-State Transformer (SST)-based DC power system alongside its Solid Oxide Fuel Cell (SOFC) distributed generation system. No price or market impact is stated in the source.
Solid-State Transformer (SST)-based DC power systemSolid Oxide Fuel Cell (SOFC) distributed generation systemDeltaDigiTimes Asia
Vicor Corporation is seeking a new US import ban that would bar AI server power hardware from Taiwan's largest server makers — Foxconn, Quanta and Delta — from the US market; this is the second time this year that Vicor has made such an attempt. Vicor has previously won such a ban. The request remains at the seeking/proposal stage and has not been approved or taken effect. Aside from the patent fight referenced in the title, the source does not state the cause.
AI server power hardwareVicor Corporation, Foxconn and 4 totalDigiTimes AsiaPolicy/Regulation
According to an October 08, 2026 report, Delta Electronics has opened an Automation & Robotics Center in Stuttgart where customers, partners and system integrators can test the company's robots and automation solutions. The centre covers approximately 600 square metres and around seven engineers will be based at the site; it will be used for technology demonstrations, proof-of-concept development, customer workshops, technical training and application engineering. Applications displayed at the opening included Delta's D-Bot collaborative robots, among them a palletising solution, a material flow demonstration in which the D-Bot DC20 and DC30 work together, and a robotic dry welding application. As background, Delta joined the Stuttgart-based research campus ARENA2036 in 2025.
Delta Electronics and Lite-On Technology are increasing capital expenditure to 9% of revenue to meet the surging demand for power and cooling solutions in AI data centers. Chipmakers like Nvidia and AMD are refreshing platforms annually, driving up power density and thermal requirements. This capacity expansion is necessary to avoid missing design cycles amid intense competition.
NVIDIA and Google are adopting 800V HVDC architectures to handle rising AI data center power demands, with Delta Electronics expected to benefit from increased demand for rack power systems and liquid cooling. This shift represents a bullish outlook for infrastructure suppliers as high-density AI platforms require advanced power delivery.
HVDC Power SystemsLiquid Cooling SystemsCold Plate ModulesNVIDIA, Google and 7 totalTrendForceMarket Analysis
Delta Electronics Chairman Ping Cheng stated that power bottlenecks are delaying AI projects, pushing operators toward self-owned power systems and off-grid microgrids.
Power SystemsMicrogridsDelta ElectronicsDigiTimes AsiaMarket Analysis
Delta Electronics reported record Q1 revenue of NT$159.4B (up 34% YoY) and record margins of 37% gross and 17.8% operating, driven by AI data center demand.
Power ModulesServer ComponentsDelta ElectronicsDigiTimes AsiaFinancial/Earnings
Three solid-state transformer startups raised $280 million, while major industry players invest in the technology. This shift towards 800V DC data center distribution relies on Wide-Bandgap semiconductors like SiC and GaN.
SiCGaNSolid-State Transformer (SST)DG Matrix, Amperesand and 13 totalPower Electronics NewsTechnical
Taiwan's listed AI hardware companies reported collective March 2026 revenue of $69.7 billion, a 63% year-over-year increase, providing a comprehensive snapshot of global AI infrastructure spending across 13 supply chain segments. The data indicates robust and broad-based demand acceleration for AI-related components and systems beyond any single company's report. Bullish: This aggregate revenue surge signals sustained, high-volume demand for the underlying semiconductor and hardware ecosystem.
AI ServerHBMCoWoSTSMC, ASE Technology Holding and 6 totalDigiTimes AsiaMarket Analysis
Related manufacturers
TSMC, ASE Technology Holding, Wistron, Delta Electronics, Auras Technology, King Slide Works
Delta Electronics is targeting next-gen AI data centers with 800V DC power and liquid cooling solutions, aligning with Nvidia CEO Jensen Huang's emphasis on integrated power and thermal co-design at GTC 2026. This reflects a long-term infrastructure trend for high-density AI compute but presents no immediate supply or pricing catalyst for electronic components. Neutral: This is a technology roadmap announcement with no direct, near-term impact on component trading.
Power Delivery UnitsLiquid Cooling SystemsDelta ElectronicsDigiTimes AsiaTechnical
Nvidia has designated AVC, Cooler Master, Jentech, and Delta as its four cold plate suppliers for its Vera Rubin AI server platform, set to launch in H2 2026. This move standardizes liquid cooling and centralizes procurement for the next-generation architecture.
利多
Potential long-term demand shift for the named suppliers, but no immediate trading impact on component prices.
NVIDIA's potential Feynman chip, slated for a 2028 launch on TSMC's A16 (1.6nm) process, is projected to drive demand across Taiwan's advanced packaging, substrate, cooling, and power supply segments. The report also notes NVIDIA may diversify parts of the supply chain, considering Intel for I/O die production.
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Long-term demand catalyst for TSMC and key Taiwanese OSAT, substrate, and server hardware suppliers, contingent on successful 2026-2028 execution.
AI GPUAdvanced PackagingABF SubstrateTSMC, ASE Technology Holding and 14 totalTrendForceMarket Analysis
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TSMC, ASE Technology Holding, Siliconware Precision Industries Co., Ltd., King Yuan Electronics Co., Ltd., Nan Ya PCB, Auras Technology, Asia Vital Components, Delta Electronics, Lite-On Technology, Quanta Computer, Wistron, Inventec, Hon Hai Precision Industry Co., Ltd., Intel
TrendForce analysis indicates a shift towards HVDC power systems in data centers, driven by AI power demand, with IT rack power CapEx currently at 3-5%. Near-term HVDC adoption may increase costs, while long-term technologies like SSTs will reshape infrastructure. Neutral: This is a structural technology trend analysis with no immediate, quantifiable price or supply impact on electronic components for traders.
HVDC Power RackSolid-State Transformer (SST)UPSDelta Electronics, Flex and 6 totalTrendForceMarket Analysis
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Delta Electronics, Flex, Lite-On, Megmeet, Vertiv, Schneider Electric
Texas Instruments and Delta Electronics announced a long-term collaboration to develop next-generation EV on-board charging and power solutions through a joint lab in Taiwan. The partnership aims to optimize power density and performance for faster, more affordable EVs. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Power Management ICsGaN/SiC Power SemiconductorsTexas Instruments Inc, Delta ElectronicsSemiconductor TodayTechnical