{"city":"Taipei","name":"Delta Electronics","slug":"delta-electronics","facts":[{"date":"2026-09-17","type":"product_launch","value":"AI factory infrastructure platform based on NVIDIA DSX architecture","source":"www.prnewswire.com — 2026-09-17"},{"date":"2026-08-10","type":"revenue","value":"July 2026 consolidated sales revenue","source":"deltaww.com"},{"date":"2026-08-01","type":"product_launch","value":"Embodied-AI dual-arm platform","source":"PRNewswire"},{"date":"2026-06-10","type":"partnership","value":"Strategic partnership on robotics software and sim-to-real technology","source":"The Robot Report"},{"date":"2026-06-02","type":"product_launch","value":"Prefabricated modular AI data center integrating an 800 VDC in-row power system and a 3 MW liquid cooling system","source":"finance.biggo.com"},{"date":"2026-04-30","type":"pilot","value":"SOFC sampling targeted for 2026","source":"finance.biggo.com"}],"peers":[{"name":"Flex","rank":25,"slug":"flex","score":"96"},{"name":"Legrand","rank":63,"slug":"legrand","score":"89"},{"name":"Eaton","rank":72,"slug":"eaton","score":"87"},{"name":"Analog Devices","rank":82,"slug":"analog-devices","score":"86"}],"stage":"Public","state":"Taipei","aliases":["Delta Electronics, Inc.","台達電子","Delta Electronics (Americas)"],"country":"Taiwan","domains":[{"why":"Delta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems.","list":"AI Infra 100","rank":8,"tier":"member","layer":"Power, cooling & thermal","total":100,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":10},"edition":"November 2026","segment":"Rack & server power delivery"},{"why":"Delta has launched an embodied-AI dual-arm platform, placing it in robotics systems for industrial manipulation and collaborative robotic applications.","list":"Robotics 100","rank":22,"tier":"member","layer":"Systems","total":88,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":8,"production":10,"technology":8},"edition":"November 2026","segment":"Industrial arms & cobots"}],"founded":null,"signals":[{"date":"2026-10-15","header":"Delta Electronics and NVIDIA are advancing 800 VDC power and cooling solutions for AI data centers.","outlet":"PR Newswire, all releases"},{"date":"2026-10-11","header":"Delta Electronics, Infineon, and Monolithic Power Systems were also listed among the companies facing the Vicor-related investigation.","outlet":"Yicai"},{"date":"2026-10-11","header":"The U.S. International Trade Commission opened a Section 337 patent investigation into 20 companies over vertical power-delivery systems.","outlet":"Yicai"},{"date":"2026-09-17","header":"Delta Electronics launches AI factory infrastructure platform based on NVIDIA DSX architecture","outlet":"PR Newswire, all releases"},{"date":"2026-06-12","header":"NEURA Robotics has strategic collaborations with Bosch, Schaeffler, Kawasaki, Delta Electronics, Qualcomm Technologies, Amazon and NVIDIA.","outlet":"EU-Startups"},{"date":"2026-06-10","header":"Neura Robotics has partnerships spanning robotics hardware, industrial automation, AI computing and deployment infrastructure.","outlet":"The AI Insider"}],"website":"deltaww.com","category":"AI Infra · Power, cooling & thermal","categories":[{"name":"Rack & server power delivery","domain":"AI Core","parent":"AI Infra · Power, cooling & thermal"},{"name":"Industrial arms & cobots","domain":"Robotics","parent":"Robotics · Systems"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":28,"positioning":"The existing Robotics row stays and this is the second-domain (AI Core) row, scored at the top of the scale because Delta is the largest single beneficiary in this registry of the NVIDIA 800 VDC architecture transition. Q1 2026 was its strongest quarter ever: revenue NT$159.4 billion (up 36 percent), record 37 percent gross margin, record 17.8 percent operating margin, after-tax net profit up 101 percent to NT$20.55 billion, EPS NT$7.91. July 2026 monthly revenue alone was NT$67.07 billion. Products are co-developed with NVIDIA: 800 VDC In-Row 660 kW power racks carrying 480 kW embedded battery backup at up to 98 percent AC-DC efficiency, and a 2.4 MW In-Row Coolant Distribution Unit, both shown at GTC 2026, plus a microgrid on newly developed solid state transformers and solid oxide fuel cells with all-in-one energy storage for step loads. At COMPUTEX 2026 it unveiled a prefabricated modular AI data center integrating 800 VDC in-row power and a 3 MW liquid cooling system, cutting construction time 60 percent. The roadmap is dated: HVDC plus or minus 400 V small-volume shipment from H2 2026 with 800 V in 2027, SOFC sampling in 2026 and mass production targeted 2027. Capex grows more than 10 percent from 2025's NT$46.1 billion. The demand base is the four major CSPs, whose combined capex is projected to rise from about USD 410 billion in 2025 to about USD 670 billion in 2026. Taxonomy note: no sub_category covers rack and row-level power delivery (same gap as the LITEON row), ","sub_category":"Rack & server power delivery","signals_total":18,"url":"https://www.frontiertechintelligence.com/companies/delta-electronics","title":"Delta Electronics · ai core, Taipei, Taipei, Taiwan · scores, facts and signals · Frontier Tech Intelligence","description":"Delta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems. AI Infra 100 rank 8 (score 100) 18 signals and 28 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}