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    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    6min ago
    PSMC open to US, Singapore, Malaysia joint ventures as Intel packaging partnership enters mass production
    12min ago
    US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers
    15min ago
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    34min ago
    NEWS TAGGED DELTA ELECTRONICS
    Tuesday 4 August 2026
    Delta's move into HVDC signals a shift in AI data-center power
    Delta Electronics is moving from planning to early shipments in high-voltage direct current (HVDC) systems as rising power demand from Nvidia's next-generation AI platforms pushes...
    Friday 31 July 2026
    Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

    Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

    Friday 31 July 2026
    Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

    Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing...

    Thursday 9 July 2026
    Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
    Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
    Wednesday 8 July 2026
    HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
    US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
    Wednesday 10 June 2026
    Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

    AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

    Thursday 4 June 2026
    Delta Electronics pushes 800V HVDC systems as AI rack power nears megawatt levels
    Delta Electronics warned that existing AC-DC power architectures will face fundamental challenges within the next one to two years as AI server rack power approaches megawatt levels,...
    Wednesday 3 June 2026
    Delta highlights power gap as AI expansion pressures data centers worldwide
    Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics...
    Wednesday 3 June 2026
    Delta Electronics unveils prefabricated AI modular data center that cuts deployment time by 60%
    Delta Electronics said at COMPUTEX 2026 that it has launched a prefabricated AI modular data center designed to speed deployment of AI infrastructure by cutting IT build time by about...
    Wednesday 3 June 2026
    Delta Electronics bets on microgrids in push for AI-powered energy management
    The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in...
    Monday 1 June 2026
    Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition
    Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing...
    Friday 29 May 2026
    Delta Electronics looks to micro grids as auto slugs through EV slowdown
    Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even...
    Monday 25 May 2026
    Tech Forum 2026: AI data centers turn to on-site power amid grid constraints
    DIGITIMES analyst Sabrina Yu warned that artificial intelligence data centers face four major energy challenges — rising GPU thermal design power, a new high-voltage direct current...
    Thursday 21 May 2026
    NXP CoreRide Z248 leverages Inventec, Delta support in SDV push
    Driven by software-defined vehicles (SDVs), the automotive supply chain is being reshaped, embracing a business model relying on highly collaborative ecosystems. At a showcase in Taipei...
    Tuesday 19 May 2026
    MediaTek probe jolts Taiwan lawmakers as market shifts
    As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest...
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    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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