Power ElectronicsThroughout 2025, Delta closely monitored developments in artificial intelligence-related technologies and applications, while maintaining collaborations with leading AI chip suppliers and cloud service customers (CSCs). The Company invested in the research and development of power supply and thermal management solutions for AI applications. Beyond supporting the upgrade and expansion of existing data centers, its product portfolio also addressed the evolving requirements of next-generation high-performance computing architectures, progressively strengthening Delta’s capabilities in delivering comprehensive system-level solutions.
As demand for AI computing continues to rise, the rapidly increasing computational density of graphics processing units (GPUs) and application-specific integrated circuits (ASICs) has driven a significant surge in power consumption per IT rack, creating challenges for data centers’ power delivery and space planning. These challenges include efficiency constraints in existing power architectures under high-current operating conditions, as well as insufficient rack space to accommodate both computing equipment and power modules. In response to these trends, the market has increasingly adopted high voltage direct current power (HVDC) architectures, such as 800VDC (volts direct current) or ±400VDC, to enhance efficiency in power delivery while reducing system loading and thermal management requirements.
In response to these requirements, Delta has developed integrated solutions encompassing high-voltage DC power conversion, power distribution modules, energy storage and backup design, as well as corresponding thermal management systems. A key offering is the 19-inch 90kW DC/DC server power shelf, which steps down 800VDC supplied from copper busbars to 50VDC or 48VDC. Delta has also introduced a rack mount power conversion system (PCS) incorporating supercapacitors. This system enables rapid charging and discharging in response to dynamic GPU workloads and provides approximately 10 seconds of backup power during grid disturbances. Regarding power solutions for AI chips, Delta has designed DC/DC power distribution boards (PDBs) capable of directly stepping down 800VDC to 50VDC or 12VDC, achieving a peak overall conversion efficiency of up to 98.5%.
Furthermore, as GPU equipment occupies a larger share of rack space, power configurations within conventional IT racks have become increasingly constrained. To address the needs of high-power computing environments, Delta introduced the 1.1MW-scale In-row Power Rack. By installing a dedicated power rack alongside IT racks, multiple 19-inch 106kW AC/DC rack mount power distribution units -- each containing four 26.5kW power modules, are centrally deployed to convert 400-480VAC input into 800VDC output. This solution supports the high-power requirements of single or multiple AI compute racks, while providing flexibility in space planning and ensuring stable power delivery.
In the field of thermal management, the rapid increase in AI computational density has driven the cooling requirements to evolve from component-level solutions toward holistic design considerations at the rack and system levels. In response to the rising power density of AI GPUs and CPUs, liquid cooling has become a critical configuration for high-performance computing environments. Delta offers liquid cooling solutions that extend from board-level cold plate modules to system-level cooling architectures. By combining advanced microchannel cold plate designs with integrated DC pumps and high-performance cooling distribution units (CDUs), these solutions maintain stable and balanced coolant flow under high computational loads, effectively meeting the thermal management demands of high-power AI chips. As liquid cooling applications transition from single-point deployment to large-scale implementation, Delta continues to strengthen its end-to-end integration capabilities from the board level to the rack level, enhancing the performance and operational stability of liquid cooled racks in real-world environments. In line with the growing market demand for AI servers and high-density racks, Delta’s liquid cooling products are being increasingly deployed and shipped across data center applications.
In the field of passive components, as demand for cloud computing capacity continues to grow, computing performance and power consumption in chips have increased severalfold. This trend is driving the development of inductors toward higher power conversion efficiency and greater power density. Delta has developed multiphase trans-inductor voltage regulators (TLVRs). These components incorporate advanced coil inductance structure designs together with proprietary magnetic powder materials, ensuring a fast dynamic response and stable power delivery under rapidly fluctuating load conditions. This design not only enhances overall power conversion efficiency, but also utilizes a multiphase architecture to effectively reduce the space requirement for power system design. The TLVR product series has been successfully adopted by leading international AI chip manufacturers, server vendors, and cloud data center service providers, becoming one of the key passive components supporting next-generation high-performance computing platforms.
AutomationIn the field of industrial automation, and in response to the global trend toward localized production with centralized management, Delta officially inaugurated the Smart Manufacturing Innovation Center and Cyber-Physical Integration Classroom at its Zhongli Plant 6 in July. Covering approximately 150 tsubos, the center provides the electronics manufacturing and semiconductor industries with one-stop services encompassing hands-on training, testing, and certification. Its application scope spans from standalone equipment and production lines to full factory cyber-physical integration architectures, enabling customers to conduct solution validation, pilot production, and factory acceptance testing in real-world operating environments. This approach helps shorten system commissioning timelines and accelerate production ramp-up. By integrating advanced equipment, software platforms, and professional instructors, the center delivers structured, tiered training programs and workshops that support industry talent in bridging practical requirements in production line design and mass production. To date, Delta’s cyber-physical integration solutions have been successfully adopted by semiconductor equipment manufacturers and testing solution providers, demonstrating their effectiveness in real-world industrial applications.
To further strengthen the breadth and depth of its semiconductor and electronics assembly solutions, Delta introduced a range of advanced packaging and assembly equipment. Among these innovations, the high-performance FuzionSC Multi-Die Advanced Packaging Platform, equipped with the UHA™ placement head, achieves positioning accuracy of up to ±2 micrometers. Designed for the manufacturing processes of flagship AI servers such as the CoWoS-S/L, the platform enables both System on a Chip (SoC) and High Bandwidth Memory (HBM) placement on a single system, thereby enhancing overall production capacity and operational efficiency. Delta also launched the new EPIQx Platform high-precision Surface-mount Technology (SMT) equipment for high performance computing (HPC) AI server applications. In addition to delivering high-speed, high-accuracy placement performance, the platform leverages Micro Module capabilities to enable comprehensive process data collection. When integrated with Delta’s intelligent management systems, this approach strengthens manufacturing visibility and provides enhanced support for operational monitoring and decision-making.
In parallel, Delta continues to expand its building automation business across a broad spectrum of application scenarios. Building on its extensive experience in developing, implementing, and operating smart campuses and public infrastructure, Delta further extended its building automation and energy management technologies into the healthcare sector in 2025. The Company successfully supported the implementation of an energy management system at the National Taiwan University Hospital, demonstrating its cross-domain system integration capabilities and technical expertise.
Simultaneously, to expand its strategic footprint in smart buildings and cloud-based security services, Delta and Vivotek Inc. (Vivotek) completed all necessary corporate approvals in 2025. Following resolutions by both boards of directors and approval from Vivotek’s extraordinary shareholders’ meeting, Delta has acquired 100% shareholdings in Vivotek. The transaction was finalized in accordance with the terms and conditions set forth in the relevant agreements. By integrating Vivotek’s product portfolio and cloud service capabilities with Delta’s existing sales channels and operating platforms, the acquisition is expected to drive efficiencies in market expansion, manufacturing deployment, and resource sharing, thereby maximizing operational synergies. Delta will also continue to deepen the integration of its cloud-based VORTEX surveillance solution, leveraging Video Surveillance as a Service (VSaaS) in combination with AI-powered video analytics and a Software as a Service (SaaS) subscription-based business model. This strategic approach advances security solutions toward a video data services model and further supports the strategic transformation of Delta’s building automation business group.
InfrastructureIn the field of ICT infrastructure, Delta continues to strengthen its comprehensive AI data center solutions with system integration at its core. These integrated products and services are designed for seamless, direct deployment at customer sites. In power systems, the new-generation high-voltage DC power solutions support 800 VDC and ±400 VDC architectures, suitable for high-density, megawatt-scale AI data center applications. Large-scale AC Uninterruptible Power Supply (UPS) systems ensure stable and reliable power delivery under high-load operating conditions. To address the high-speed, low-latency transmission requirements of GPU systems, Delta also introduced the new-generation 800G Ethernet Switches to support high-performance computing architectures.
Driven by the growing demand for liquid cooling systems in data centers, Delta’s liquid cooling business became a key growth driver in 2025. Delta offers comprehensive liquid cooling solutions delivered as complete systems, encompassing architecture design, system integration, and on-site deployment support to ensure stable operations and scalable expansion in high-density computing environments. In addition, Delta provides AI Containerized Data Center Solutions that utilize highly modular system designs to consolidate AI computing power into container-sized units comparable to a parking space. These solutions achieve a power usage effectiveness (PUE) of 1.19, enabling customers to rapidly deploy AI computing capacity while maintaining flexible scalability.
In the field of power and energy solutions, Delta continues to advance its global initiatives in grid resilience and low-carbon applications. In collaboration with Taiwan Power Company, Delta established the first solid oxide fuel cell (SOFC) demonstration site and integrated energy storage solutions to enable microgrid technology applications. Delta also assisted Innolux Corporation in the deployment of a 40 MW energy storage system, supporting the development of new business models and integrating backup power for the facility. In electric vehicle charging solutions, Delta focuses on high-power fast charging and heavy-duty vehicle applications. Together with its partners, Delta deployed the Electric Vehicle Charger UFC 500 in Sweden and Norway to support truck charging networks, and collaborated with TeraWatt Infrastructure to establish ultra-fast charging stations in California, USA. Delta also supported the Tainan City Government in implementing EV charging infrastructure, thereby accelerating the adoption of green transportation and further strengthening its global energy and grid infrastructure footprint.
MobilityIn 2025, the global electric vehicle (EV) market entered a phase of structural adjustment. While the market maintained moderate growth, expansion momentum became increasingly differentiated. Against a backdrop of intensified price competition and gradual withdrawal of government subsidies in certain countries, consumer behavior has shifted toward a more rigorous evaluation of product price, driving range, and ease of use. In response to these market changes, major automakers have pivoted toward platform sharing, cost efficiency, and diversified powertrain options. This strategy allows them to advance electrification initiatives through region-specific roadmaps.
Delta is currently collaborating with several major automakers to actively develop powertrain products for plug-in hybrid electric vehicles (PHEVs), aiming to help accelerate their time-to-market. While the Company’s transportation business remains primarily focused on powertrain products for various xEVs, three new business units were established in 2025. These units are dedicated to developing products related to high performance computing (HPC) for L3+ Autonomous systems, Battery Management System (BMS), and braking systems (Actuator). These initiatives not only enable Delta to offer more diversified solutions to existing automotive customers but also support the pursuit of applications and customers in other transportation sectors. These products are expected to gradually enter mass production over the next few years, becoming a significant revenue source for Delta’s Mobility Business category.
Delta’s long-term strategic core remains focused on delivering innovative solutions and continuously enhancing its brand value. Driven by sustained investment in R&D and a global business approach, Delta was recognized as one of the Best Taiwan Global Brands for the 15th consecutive year. In 2025, the Company’s brand value reached US$773 million, marking a significant 30% increase from the previous year. However, considering the Company’s wide range of products, spanning single components to comprehensive solutions with varying price points, sales volume alone is not the most effective metric for gauging operating performance. Nevertheless, the Company expects an increase in overall sales volume for the current year compared to the previous year.
In terms of sustainability governance and environmental performance, Delta has continued to receive recognition from international assessment bodies. In the 2025 CDP evaluation, Delta secured top A List ratings in both Climate Change and Water Security. This achievement marks the fifth time the Company has received dual A recognition. Out of more than 22,000 participating companies worldwide this year, less than 1% attained this distinction. Furthermore, Delta has been consecutively included in the Dow Jones Best-in-Class World Index from 2011 through 2024, and has received the highest overall score in the global electronic equipment and components industry for seven of those years.
Over the years, the enduring trust and support of Delta’s shareholders, customers, employees, and partners have been the cornerstone of the Company’s steady development and ongoing progress. Looking ahead, amid rapidly evolving industry structures and the accelerating transition toward sustainability, Delta will continue to focus on key technologies and application areas with long-term growth potential. By strengthening solution capabilities through a systematic approach and balancing operational resilience with environmental responsibility, Delta remains committed to continuously creating value for both business and society.
Finally, wish everyone good health and good luck.
