AI server power supply 結果共6筆

Taiwan’s thermal management suppliers closed May 2026 with some of the strongest growth numbers in the AI supply chain. The results landed a week after Computex 2026, where chips with thermal design power above 1,000 watts and racks headed toward one megawatt made one thing plain: cooling has moved from the periphery of server design to the center of its economics.

Most of the attention in the AI server boom goes to the companies building the servers. Delta Electronics makes the power and thermal layer they all depend on.The Taoyuan-based firm heads into Computex 2026 with its strongest first-quarter results ever and near-record April revenue. Chairman Ping Cheng recently told investors that customer demand is “very, very large” and current capacity “absolutely insufficient” – language Delta has rarely used in any prior cycle. Its booth theme, “Superior Efficiency, Shaping Sustainable AI,” reflects two decades of quiet mastery over the technologies now most critical to AI: high-efficiency power conversion, advanced cooling, and their tight integration.

As AI servers grow exponentially more powerful, the infrastructure needed to feed them electricity and keep them from overheating has become one of the technology industry’s most critical bottlenecks. In Taiwan, the companies solving these problems are posting some of the fastest growth rates in the entire hardware supply chain, and the momentum heading into Q2 2026 shows no signs of slowing.

Delta Electronics started out decades ago making power supplies for televisions. Today it is a US$100 billion company and the single most important supplier of power and cooling systems for the world’s AI data centers. As artificial intelligence drives the biggest infrastructure buildout in a generation, Delta sits at the center of it all.

The AI infrastructure story has mostly been told through the lens of advanced chips and the foundries that produce them. But there is another layer of the supply chain, often overlooked, that determines whether any of these systems actually work. Signals must be transmitted. Power must be delivered across increasingly complex architectures. And the companies solving these high-density interconnect challenges are increasingly headquartered in Taiwan.

The AI infrastructure story has entered its second act. The first wave of investment chased silicon chips and the fabs that produce them. Now the market is confronting a different set of constraints: the physical ones. Heat must be removed. Power must be delivered. And increasingly, the companies solving these problems are headquartered in Taiwan.