power supply 結果共94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.

Nvidia CEO Jensen Huang concluded his Taiwan visit, accepting President Lai’s invitation to tour power plants. This highlights Taiwan’s focus on energy for AI growth.

President Lai Ching-te says Taiwan’s electricity supply will remain secure through 2032, addressing power concerns raised by Nvidia CEO Jensen Huang.

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.

Taiwan Premier Cho assures power supply through 2030 after Nvidia CEO Jensen Huang warns the island needs more energy for AI growth and manufacturing.

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.

Taichung Mayor Lu Shiow-yen discusses U.S. concerns over Taiwan’s energy supply, highlighting potential impacts on livelihood and security. President Lai considers nuclear plant restarts.

Kaohsiung Mayor Chen Chi-mai attended Nvidia’s GTC in San Jose, highlighting AI’s role in city transformation. Kaohsiung leads in ’sovereign AI’ and tech innovation.

Taiwan’s Ministry of Economic Affairs plans to boost energy procurement amid U.S.-Iran tensions. The move aims to diversify import sources and secure energy supply.

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.

For decades, the companies that package and test the world’s semiconductors have been the unsung heroes of the chip industry. While designers like Nvidia grabbed headlines and foundries like TSMC earned Wall Street’s admiration, outsourced semiconductor assembly and test (OSAT) firms quietly handled the essential final steps of turning raw silicon into functional chips. That era of invisibility is ending fast. Fueled by the artificial intelligence revolution, Taiwan’s OSAT industry is stepping into the spotlight. The island controls 48% of the global OSAT market, employs over 130,000 skilled workers, and is home to five of the world’s top ten OSAT companies. What was once considered a commodity business has become an indispensable link in the AI supply chain.

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.

Taiwan’s Deputy Minister of Economic Affairs Ho Chin-tsang assures that the nation has sufficient electricity supply to meet future demands, including AI and semiconductor needs, until 2032.

The World Economic Forum’s Global Risks Report identifies major power rivalry and economic confrontation as top short-term global risks by 2026. The report, based on a survey of 1,300 business leaders, highlights concerns over geopolitical tensions, misinformation, and AI’s impact.

Taipei stock market closed lower on Jan. 8, with the index down 0.25% to 30,360.55. TSMC aided a brief rebound. Plastics led gains, while electronics fell.

Synera Renewable Energy Group signed a power purchase agreement with Taiwan Smart Electric & Energy Co., Ltd., promising long-term supply from the Formosa 4 offshore wind farm. This deal supports Taiwan’s green energy goals by providing flexible procurement options for companies focused on sustainability.

A malfunction at Linkou Power Plant led Taipower to seek help from Taipei Feitsui Reservoir, which extended hydroelectric power to supply 280,000 kilowatt-hours, aiding 24,000 homes.

TSMC denies halting Chiayi plant plans amid U.S. focus. Deputy Minister Ho confirms support for TSMC’s local projects. Taiwan addresses power supply concerns.

Taiwan’s economic minister assures no power rationing after the Hsinta Power Plant explosion. Backup units are active, and solar power boosts reserve margins.

The Ministry of Economic Affairs confirmed that the fire at Hsinta Power Plant in Kaohsiung has not impacted Taiwan’s electricity supply. The ministry activated backup units to maintain a 6% power reserve during peak hours.

A fire at Hsinta Power Plant in Kaohsiung affected Unit 2, sparking safety concerns. Officials assure minimal power impact, but environmental groups urge a risk review.

A gas leak explosion at Hsinta Power Plant in Kaohsiung led to halted operations and public outcry over Taipower’s response. Officials assure minimal power impact.

President Lai Ching-te commits over NT$100 billion to AI projects in Taiwan. Concerns arise over Taiwan’s energy reliance on imported LNG, with potential risks from China.Taiwan’s massive NT$100B AI investment hits energy reality check! According to @FDD 30% of LNG comes from Qatar, while experts warn China could disrupt supply chains.

Minister J.W. Kuo’s comments on the No. 3 Nuclear Power Plant’s operation sparked controversy in Taiwan’s Legislative Yuan. TPP Chairman Kuo-Chang Huang criticized Kuo, demanding his resignation and highlighting public support for stable nuclear energy.