Power supply and electronic components maker Delta Electronics Inc (台達電) maintained its forecast that revenue in the second half of the year would exceed the first half’s NT$242.9 billion (US$7.9 billion), after third-quarter sales hit a record high, a company official told the Taipei Times by telephone on Monday.
Delta on Friday reported sales of NT$150.32 billion for last quarter, up 21.2 percent from the previous quarter and 34 percent from a year earlier.
The figure beat Yuanta Securities Investment Consulting Co’s (元大投顧) forecast of NT$140.32 billion and a market consensus estimate of NT$138.24 billion.
Photo: Fang Wei-chieh, Taipei Times
The company’s strong performance last quarter was supported by stable shipments of power and heat-dissipation products to artificial intelligence (AI) server customers, said the official, who declined to be named.
It also came as demand for power electronics and liquid-to-air heat dissipation racks in the quarter exceeded expectations, after overheating issues during the assembly of Nvidia Corp’s GB200 servers were resolved, the company said.
Nvidia’s GB200 servers entered mass production in the second quarter, and Delta mainly supplies in-rack coolant distribution units, liquid-to-air busbars, high-voltage direct-current systems and grid-to-chip infrastructure solutions for the GB200 model, the company said.
Revenue in the first nine months of the year was NT$393.27 billion, up 28.1 percent from the same period last year, company data showed.
Delta is developing power supply products for an 800-volt high-voltage direct-current (DC) structure and a +/-400-volt DC system, with mass production scheduled to start in the second half of next year.
Regarding future power distribution architecture, a centralized power rack design is likely to become a major trend for newly built hyperscale data centers, the official said.
While some customers might still opt for power shelves, the company is able to supply both power racks and shelf products going forward, depending on demand, the official added.
As Nvidia’s future-generation superchip platform, Vera Rubin, which is set to launch in the second half of next year, would require more than three times the 120 kilowatts used by the GB200 model, it would likely need a power-rack design, Delta said earlier.
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