Delta Electronics (2308)

Delta Electronics is the dominant supplier of power delivery systems for AI data centers. It holds an estimated 60% share of the AI server PSU market, is the only company globally offering integrated power delivery from 20,000V grid to 0.8V chip, and co-developed the 800V HVDC rack power shelf with…

— Full briefing at https://pink.sakdiarpa.com/reports/2308.html (3 sections, ~16646 words).