Reported about 1 year ago
Delta Electronics, a major power supply manufacturer, has gained NVIDIA's favor, being the only invited supplier of power and cooling solutions at the GTC conference in March. There are speculations in the market that Delta Electronics will secure significant AI server power supply orders under NVIDIA's Blackwell architecture, especially for B100, B200, and GB200 servers. With CoWoS capacity relief in the second half of the year and chip shortage issues resolved, Delta Electronics is expected to receive a surge in AI server orders. Foreign investors have shown strong interest, with a combined net buy of 45,000 shares in Delta Electronics in June and July, highlighting the positive outlook. Delta Electronics mentioned that high-performance AI server power supplies will be provided to assemblers like Foxconn, with major orders expected to ship in the second half of the year. Currently, AI power business accounts for 4% to 5% of total revenue, with a market share of over 50%.
Source: YAHOO