2308
台達電
Suppliers
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Delta Electronics
Customers
Competitors
Delta Electronics announced, on behalf of its subsidiary Delta Electronics (Chongqing) Co., Ltd., a board resolution to construct a second-phase manufacturing plant in Chongqing, China. The capacity expansion signals continued capital commitment to mainland China operations and may carry material capex implications for the consolidated entity. 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 is announcing, on behalf of its Hong Kong subsidiary Delta Electronics (H.K.) Ltd., the establishment of a new mainland China entity, Delta Electronics (Hangzhou) Co., Ltd. This signals an expansion of the group's operational or manufacturing presence in Hangzhou, Zhejiang province — a key technology and industrial corridor. Full body available on MOPS.