When it comes to advanced process technology, most people think of certain leading chip manufacturers. But in fact, there is another company in Taiwan that has been at the top of its field for over 25 years, and that is Delta Electronics.



The interesting part is this: if chip companies control the "limit of computing power," then Delta Electronics holds the "lifeline of electricity." For a long time, power management, heat dissipation, and energy efficiency have been seen as supporting roles. But starting this year, with the full outbreak of the AI wave, this logic is being completely reversed. The demand for electricity in data centers is soaring, the energy costs of mining are rising, and the importance of underlying infrastructure is more prominent than ever. The role of this company is shifting from "behind the scenes" to "front and center."
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SchrödingersNodevip
· 4h ago
Controlling the power supply is indeed easy to overlook, but now that AI has emerged, we realize that energy consumption is the real ceiling.
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RugPullSurvivorvip
· 4h ago
Wow, this is the real hidden weapon. Electricity is the key, isn't it?
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CountdownToBrokevip
· 4h ago
Holding onto the power lifeline has indeed been seriously underestimated; AI consumes electricity at a rate faster than it burns money.
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MetaverseLandlordvip
· 4h ago
Holding the power lifeline from this perspective is brilliant; in the AI era, whoever controls energy consumption is the real boss.
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Degen4Breakfastvip
· 4h ago
Delta Electronics is truly outstanding this time. In the AI arms race, everyone relies on it for power. Mastering energy efficiency is mastering the future.
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Gm_Gn_Merchantvip
· 4h ago
Holding onto the power lifeline is indeed easy to overlook, but now that the AI power consumption trend has emerged, we realize that infrastructure is the real bottleneck.
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