What Delta Electronics makes for data centers
public · HQ Taipei, Taiwan · deltaww.com
Delta Electronics makes power and thermal hardware for data centers, including rack-level power shelves and switching power supplies, UPS systems, in-rack busbar, and rack PDUs. It also supplies direct-to-chip cold plates, rack manifolds and coolant distribution units for liquid cooling, cooling fans, and building automation controls under its Delta Controls unit, and is developing 800 V DC and solid-state transformer hardware for AI data centers.
Listing
Taiwan Stock Exchange: 2308.TW· 1560 TWD -3.41% · mkt cap 4.05T TWD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
18 parts across 6 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Switch systems & white-box ODMs | odm | inferred | Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Board-level power: VRMs, power stages, PoL, power semis | manufacturer | disclosed | Alpha & Omega, Analog Devices, Infineon, Monolithic Power Systems, Renesas, Rohm | |
| Power shelves & PSUs | manufacturer | inferred | AcBel, Advanced Energy/Artesyn, Bel Fuse, Chicony Power, Cosel, Eaton | |
| Fans | manufacturer | inferred | AVC, Foxconn (Hon Hai), Nidec, Sanyo Denki, Sunon, Cooler Master | |
| In-rack busbar & power whips | manufacturer | reported | Schneider Electric, Amphenol, Bizlink, Eaton, Lite-On | |
| Rack PDUs | manufacturer | disclosed | Schneider Electric, Cyber Power, Eaton, Legrand, Vertiv, nVent | |
| Air-cooled heatsinks & vapor chambers | manufacturer | inferred | AVC, Auras, Chaun-Choung CCI, Foxconn (Hon Hai), Jentech, Boyd |
Layer 5 — Liquid cooling (IT-side: chip to CDU)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Direct-to-chip cold plates | manufacturer | inferred | AVC, Auras, Flex, Fositek, Foxconn (Hon Hai), Jentech | |
| Rack manifolds | manufacturer | inferred | AVC, Auras, Foxconn (Hon Hai), Kaori, Parker Hannifin, Vertiv | |
| Coolant distribution units | manufacturer | inferred | Auras, Daikin, Envicool, Foxconn (Hon Hai), Johnson Controls, Kaori |
Layer 6 — Facility cooling & HVAC
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Building management, controls, environmental sensors | manufacturer | disclosed | Schneider Electric, ABB, Carrier, Honeywell, Johnson Controls, Siemens | Controls |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Busway / busbar trunking | manufacturer | inferred | Schneider Electric, ABB, Chint, Eaton, LS Electric, Siemens | |
| Floor PDUs, RPPs, static transfer switches, ATS | manufacturer | disclosed | Schneider Electric, ABB, Caterpillar, Cummins, Eaton, Generac | |
| UPS (static, modular, rotary/DRUPS) & UPS power semis | manufacturer | inferred | Schneider Electric, ABB, Cyber Power, Eaton, Fuji Electric, Kehua | |
| Power smoothing / supercapacitors | manufacturer | inferred | Eaton, Vertiv, Skeleton Technologies, UCAP Power | |
| 800 V DC architecture & solid-state transformers | manufacturer | inferred | Schneider Electric, ABB, Coherent, Eaton, Flex, Infineon | |
| SSTs (emerging) | manufacturer | inferred | Ideal Power, Siemens Energy, Heliox, Hitachi Energy |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Prefab / modular data centers & power/cooling skids | manufacturer | inferred | Schneider Electric, ABB, Eaton, Nucor, Powell, Vertiv |
Where Delta Electronics sits in the stack
Delta Electronics's placements in this catalog cover 18 parts, from layer 3 (networking & interconnect) to layer 9 (building shell, site & construction). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- Board-level power: VRMs, power stages, PoL, power semis — The voltage regulator modules and point-of-load converters that step rack-level DC power down to the precise, high-current voltages each GPU and chip needs at the board.
- Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- Fans — The axial and centrifugal fans mounted in server chassis and rack trays that move air across heatsinks and boards, still needed even in racks that use liquid cooling for the highest-power chips.
- In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
- and 13 more in the table above.
Closest peers in this catalog
Seen in real machines
Delta Electronics is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- Cold plates (GPU, CPU, NVSwitch)
- CDU (in-rack or in-row)
- Power shelves (33 kW class, ORV3)
- and 2 more on the Nvidia GB300 NVL72 page
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 65,400 | 1.3% | 14.6% |
| 2026-08 | 64,586 | -3.7% | 34.9% |
| 2026-07 | 67,073 | 2.2% | 47.8% |
| 2026-06 | 65,603 | 11.3% | 55.4% |
| 2026-05 | 58,962 | 0.5% | 43.6% |
| 2026-04 | 58,692 | -1.8% | 43.9% |
| 2026-03 | 59,780 | 19.8% | 37.6% |
| 2026-02 | 49,897 | 0.4% | 31.0% |
| 2026-01 | 49,675 | -7.5% | 32.9% |
| 2025-12 | 53,686 | 6.2% | 38.6% |
| 2025-11 | 50,543 | -11.9% | 37.9% |
| 2025-10 | 57,384 | 0.6% | 47.8% |
From the blog
Latest feed
- Delta says AI power gap will drive standalone microgrids — DigiTimes, 2026-10-16Delta suggests that the increasing power demand from AI will necessitate the deployment of independent, localized microgrids.
- Delta Electronics targets SOFC pilot production by year-end, partners with Great Taipei Gas on 550kW installation — DigiTimes, 2026-10-15Delta Electronics is preparing to launch an on-site solid oxide fuel cell (SOFC) power generation solution and its first physical solid-state transformer (SST) by the end of the year.
- Delta Electronics' 13.8kV SST gains traction in China, with US cloud giant testing AI data centre microgrids — DigiTimes, 2026-10-15Delta Electronics introduced a prefabricated 13.8kV solid-state transformer (SST) power solution designed for high-efficiency AI data center microgrids and manufacturing applications.
- South Korea's Hanwool wins Delta Electronics MLCC inspection equipment order, breaking Japanese dominance — DigiTimes, 2026-10-15Hanwool Semiconductor has secured an order to supply ultrasonic inspection equipment for multilayer ceramic capacitors (MLCCs) to a Delta Electronics subsidiary.
Questions about Delta Electronics
- What does Delta Electronics make for AI data centers?
- This catalog places Delta Electronics on 18 parts: Switch systems & white-box ODMs (odm), Board-level power: VRMs, power stages, PoL, power semis (manufacturer), Power shelves & PSUs (manufacturer), Fans (manufacturer), In-rack busbar & power whips (manufacturer), Rack PDUs (manufacturer), Air-cooled heatsinks & vapor chambers (manufacturer) and Direct-to-chip cold plates (manufacturer), and 10 more.
- Is Delta Electronics publicly traded?
- Yes — Delta Electronics is listed on Taiwan Stock Exchange under 2308.TW. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Delta Electronics based?
- Taipei, Taiwan, per the company record in this catalog.
- Who else makes switch systems & white-box ODMs for AI data centers?
- Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica and Cisco are also placed on Switch systems & white-box ODMs in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Delta Electronics the mix is 4 disclosed, 1 reported and 13 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.deltaww.com · en.wikipedia.org.· Markdown · JSON