Delta Electronics

Delta Electronics is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Taiwan. Its key suppliers include Infineon Technologies. Its key customers include Equinix, Digital Realty, Amazon (Annapurna Labs).

Power supplies, cooling, and power management for data centers and EVs.

Ticker
TWSE: 2308
Headquarters
Taiwan
Revenue
$17.5B (FY2025) · +31.8% YoY
Net income
$1.9B
Operating margin
16.7%
Market position
leader
Value-chain segment
Power & Cooling
Key products
Server power supplies (PSU), Data-center UPS systems, Power modules for AI servers, Industrial automation drives, EV charging infrastructure

About Delta Electronics

Delta Electronics, headquartered in Taiwan, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Server power supplies (PSU), Data-center UPS systems, Power modules for AI servers, Industrial automation drives, EV charging infrastructure. wafergraph maps 1 tracked supplier and 45 tracked customers for Delta Electronics across the value chain. It has a supply-chain criticality score of 91/100, with 270 companies downstream of it.

Role in the chain

Delta Electronics is a market leader in AI & Data Center (Power & Cooling), headquartered in Taiwan. Power supplies, cooling, and power management for data centers and EVs.

Diligence questions

  1. The dataset records 1 tracked supplier for Delta Electronics. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of Delta Electronics's tracked suppliers are a monopoly or leader (including Infineon Technologies). Which of those are actually single-source for the process step you care about?
  3. The dataset names 45 tracked customers for Delta Electronics. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Delta Electronics is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
  5. Delta Electronics is headquartered in Taiwan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Delta Electronics trades as TWSE:2308. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Delta Electronics

Key products

  • Server power supplies (PSU)
  • Data-center UPS systems
  • Power modules for AI servers
  • Industrial automation drives
  • EV charging infrastructure

Suppliers

Customers

More AI & Data Center companies

Compare with

Schneider Electric · Eaton · Vertiv · Bloom Energy · Asia Vital Components Co., Ltd. · Flex Ltd.

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Delta Electronics — supply chain, financials & market position”, https://wafergraph.com/company/delta_electronics (data as of 2026-09-05).

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