2308
台達電
Suppliers
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Delta Electronics
Customers
Competitors
Delta Electronics, acting on behalf of its wholly-owned Chinese subsidiary Zhongda Electronics (Wuhu) Co., Ltd., has announced a board resolution to proceed with construction of a fifth manufacturing facility in Wuhu, Anhui Province, China. The expansion signals continued commitment to scaling production capacity at its Wuhu manufacturing base. Full body available on MOPS.
Notes
Delta Electronics (TWSE: 2308) is a Taiwanese company, not Korean (KRX ticker 2308 is incorrect for this firm). It is a leading global supplier of high-efficiency power supplies and thermal management for AI servers, benefiting from NVIDIA's GB200/GB300 ramp. Its role in the semiconductor supply chain is downstream — providing power and cooling infrastructure rather than fab or packaging equipment.
Delta Electronics issued a supplementary announcement disclosing that its subsidiary DET (Delta Electronics Thailand) has resolved to construct three new manufacturing facilities in Thailand: BP6, BP7, and BP P-A plants. This expansion signals a material capacity investment in Southeast Asia, likely reflecting supply-chain diversification and demand growth in power electronics. Full body available on MOPS.