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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."