Delta Electronics Inc (台達電) yesterday said its long-term global production plan would stay unchanged amid geopolitical and tariff policy uncertainties, citing its diversified global deployment.
With operations in Taiwan, Thailand, China, India, Europe and the US, Delta follows a “produce at the market end” strategy and bases its production on customer demand, with major site plans unchanged, Delta president Simon Chang (張訓海) said on the sidelines of a company event yesterday.
Thailand would remain Delta’s second headquarters, as stated in its first-quarter earnings conference, with its plant there adopting a full smart manufacturing system, Chang said.
Photo courtesy of Delta Electronics Inc
Thailand is the firm’s second-largest overseas production site after China.
“In the long term, our production won’t be solely focused on China,” he said. “We aim to produce closer to the market end and strike a balanced deployment.”
Delta’s Thai center would use Nvidia Corp’s Omniverse platform to integrate virtual verification with physical implementation, speeding up production line development and serving as a key base for its business in Southeast and South Asia, Chang said.
Asked about production plans for power systems and liquid cooling solutions for Nvidia’s GB model, Chang said manufacturing would remain in Taiwan for now, but could expand to the US or Europe depending on customer demand.
Delta yesterday launched its first smart manufacturing innovation center in Taoyuan’s Jhongli District (中壢), offering training courses on hardware-software integration from single machines to full production lines in collaboration with Nvidia.
The company plans to replicate the model at its centers in Thailand and China to meet customer demand and market trends, Chang said.
By using simulation for production line verification, Delta expects to raise application accuracy to 90 percent and shorten new product introduction cycles, said Andy Liu (劉佳容), general manager of Delta’s industrial automation business group.
As Delta promotes its smart manufacturing plant, the main challenge is convincing customers to invest amid uncertainty over returns, Chang said, adding that the company must provide quantitative proof, such as improved efficiency, better quality and lower costs.
“Clients want to know, for example, whether training error can be reduced to 30 or even 60 percent, and exactly how much cost they can save — we need to show them the numbers,” he said.
In the past, it was difficult to demonstrate solutions without simulation tools, but with new capabilities, Delta can now engage customers in early-stage discussions and offer greater customization flexibility — key to promoting smart production, Chang said.
NEW IDENTITY: Known for its software, India has expanded into hardware, with its semiconductor industry growing from US$38bn in 2023 to US$45bn to US$50bn India on Saturday inaugurated its first semiconductor assembly and test facility, a milestone in the government’s push to reduce dependence on foreign chipmakers and stake a claim in a sector dominated by China. Indian Prime Minister Narendra Modi opened US firm Micron Technology Inc’s semiconductor assembly, test and packaging unit in his home state of Gujarat, hailing the “dawn of a new era” for India’s technology ambitions. “When young Indians look back in the future, they will see this decade as the turning point in our tech future,” Modi told the event, which was broadcast on his YouTube channel. The plant would convert
‘SEISMIC SHIFT’: The researcher forecast there would be about 1.1 billion mobile shipments this year, down from 1.26 billion the prior year and erasing years of gains The global smartphone market is expected to contract 12.9 percent this year due to the unprecedented memorychip shortage, marking “a crisis like no other,” researcher International Data Corp (IDC) said. The new forecast, a dramatic revision down from earlier estimates, gives the latest accounting of the ongoing memory crunch that is affecting every corner of the electronics industry. The demand for advanced memory to power artificial intelligence (AI) tasks has drained global supply until well into next year and jeopardizes the business model of many smartphone makers. IDC forecast about 1.1 billion mobile shipments this year, down from 1.26 billion the prior
People stand in a Pokemon store in Tokyo on Thursday. One of the world highest-grossing franchises is celebrated its 30th anniversary yesterday.
Zimbabwe’s ban on raw lithium exports is forcing Chinese miners to rethink their strategy, speeding up plans to process the metal locally instead of shipping it to China’s vast rechargeable battery industry. The country is Africa’s largest lithium producer and has one of the world’s largest reserves, according to the US Geological Survey (USGS). Zimbabwe already banned the export of lithium ore in 2022 and last year announced it would halt exports of lithium concentrates from January next year. However, on Wednesday it imposed the ban with immediate effect, leaving unclear what the lithium mining sector would do in the