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
- $17.2B (FY2025) · +31.8% YoY
- Net income
- $1.9B
- Operating margin
- 17.8%
- 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.
Key products
- Server power supplies (PSU)
- Data-center UPS systems
- Power modules for AI servers
- Industrial automation drives
- EV charging infrastructure
Suppliers
Customers
- Equinix
- Digital Realty
- Amazon (Annapurna Labs)
- Microsoft
- Alphabet (Google)
- Meta Platforms
- Oracle
- GDS Holdings
- NEXTDC
- Iron Mountain
- NTT
- American Tower
- Keppel DC REIT
- DigitalBridge
- 21Vianet
- Vantage Data Centers
- Aligned Data Centers
- Switch
- QTS Data Centers
- CyrusOne
- CoreSite
- EdgeConneX
- AirTrunk
- STACK Infrastructure
- Compass Datacenters
- DataBank
- Flexential
- Cologix
- Yondr
- Colt Data Centre Services
- Global Switch
- Chindata Group
- Sify Technologies
- Applied Digital
- IREN
- Core Scientific
- TeraWulf
- Cipher Mining
- Hut 8
- Bitdeer Technologies
- HIVE Digital Technologies
- Galaxy Digital
- Soluna Holdings
- Nscale
- Sabey Data Centers