Delta Electronics Inc (台達電) expects strong sales momentum this quarter to sustain next quarter, investor relations manager Rodney Liu (劉致遠) said on Friday, citing potential shipment growth in power electronics and a favorable product mix.
Power electronics products accounted for 52 percent of Delta’s total sales of NT$124 billion (US$4.06 billion) last quarter, followed by infrastructure products at 28 percent, automation devices at 11 percent and mobility applications at 9 percent.
Power electronics products include high-powered power supply modules, power supply units, high-efficiency adapters and backup battery units, while infrastructure products include uninterruptible power supplies, power distribution units, high-voltage direct-current (HVDC) systems and liquid cooling systems, the company said.
Photo: Ritchie B. Tongo, EPA-EFE
Demand for power electronics and liquid-to-air heat dissipation racks this quarter has exceeded expectations, after issues such as overheating during the assembly of Nvidia Corp’s GB200 server were resolved, Liu said.
While shipments of liquid-to-air heat dissipation racks next quarter remain uncertain, the company’s overall performance in the second half of this year is expected to exceed the first half’s NT$242.9 billion due to seasonality, in line with earlier guidance, he said.
Some of Nvidia’s server contract manufacturers have reported order changes due to product transition from the GB200 to GB300 series since July, but the impact on Delta has been limited thanks to its diverse customer portfolio, Liu said.
The company mainly supplies in-rack coolant distribution units, liquid-to-air busbars, HVDC systems and grid-to-chip infrastructure solutions for the GB200 model, while providing high-power capacitor modules with lithium-ion capacitors and efficient power shelves for the GB300 model, Delta said.
Orders for power supply and liquid cooling products for the two server models have remained strong, Liu said.
Delta is also developing power supply products for an 800-volt high-voltage direct-current (DC) structure and a +/-400-volt DC system, both of which are undergoing safety certification, with mass production slated for the second half of next year if all goes smoothly, he said.
Among the company’s clients, three of the world’s four leading cloud service providers — Amazon.com Inc, Alphabet Inc, Microsoft Corp and Meta Platforms Inc — have adopted the +/-400-volt system, with one opting for the 800-volt system, Liu said.
Nvidia is promoting the 800-volt system, he said.
Separately, Delta yesterday reported record revenue for last month on the back of strong global demand for artificial intelligence (AI) applications.
Consolidated sales rose to NT$47.86 billion (US$1.57 billion), up 5.4 percent from the previous month and an increase of 26.7 percent from a year earlier, the company said.
For the first eight months of this year, cumulative sales grew 24.6 percent year-on-year to NT$336.21 billion, it said.
Delta attributed the growth to sustained demand for AI servers, with power management solutions and related electronic components making up 52 percent of last month's sales.
The company's infrastructure division, boosted by liquid cooling equipment for data centers, contributed 32 percent, while automation and transportation made up 9 percent and 5 percent, respectively, it said.
Additional reporting by CNA
HORMUZ ISSUE: The US president said he expected crude prices to drop at the end of the war, which he called a ‘minor excursion’ that could continue ‘for a little while’ The United Arab Emirates (UAE) and Kuwait started reducing oil production, as the near-closure of the crucial Strait of Hormuz ripples through energy markets and affects global supply. Abu Dhabi National Oil Co (ADNOC) is “managing offshore production levels to address storage requirements,” the company said in a statement, without giving details. Kuwait Petroleum Corp said it was lowering production at its oil fields and refineries after “Iranian threats against safe passage of ships through the Strait of Hormuz.” The war in the Middle East has all but closed Hormuz, the narrow waterway linking the Persian Gulf to the open seas,
Nanya Technology Corp (南亞科技) yesterday said the DRAM supply crunch could extend through 2028, as the artificial intelligence (AI) boom has led the world’s major memory makers to dramatically reduce production of standard DRAM and allocate a significant portion of their capacity for high-bandwidth memory (HBM) chips. The most severe supply constraints would stretch to the first half of next year due to “very limited” increases in new DRAM capacity worldwide, Nanya Technology president Lee Pei-ing (李培瑛) told a news briefing. The company plans to increase monthly 12-inch wafer capacity to 20,000 in the first half of 2028 after a
Taiwan has enough crude oil reserves for more than 100 days and sufficient natural gas reserves for more than 11 days, both above the regulatory safety requirement, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday, adding that the government would prioritize domestic price stability as conflicts in the Middle East continue. Overall, energy supply for this month is secure, and the government is continuing efforts to ensure sufficient supply for next month, Kung told reporters after meeting with representatives from business groups at the ministry in Taipei. The ministry has been holding daily cross-ministry meetings at the Executive Yuan to ensure
RATIONING: The proposal would give the Trump administration ample leverage to negotiate investments in the US as it decides how many chips to give each country US officials are debating a new regulatory framework for exporting artificial intelligence (AI) chips and are considering requiring foreign nations to invest in US AI data centers or security guarantees as a condition for granting exports of 200,000 chips or more, according to a document seen by Reuters. The rules are not yet final and could change. They would be the first attempt to regulate the flow of AI chips to US allies and partners since US President Donald Trump’s administration said it rescinded its predecessor’s so-called AI diffusion rules. Those rules sought to keep a significant amount of AI
RSS