Hyperscaler buildout 結果共2筆

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.

Taiwan Semiconductor Manufacturing Company has opened 2026 with a record-shattering first quarter. Revenue for January through March reached NT$1.134 trillion (US$35.9 billion), a 35.1 percent increase over the same period in 2025 and comfortably above the top end of the company’s own guidance of NT$1.13 trillion (US$35.8 billion). The figure eclipses the previous quarterly high of NT$1.05 trillion (US$33.2 billion) set in the fourth quarter of 2025 and extends a run of uninterrupted growth driven almost entirely by AI chip demand.