Delta Electronics

The case, announced on Friday, targets vertical power delivery systems, the hardware that feeds electricity directly to AI accelerators and processors inside servers.

20 companies are named, including major Taiwanese and Chinese server and component makers such as Foxconn, Delta Electronics, Quanta, and Luxshare.

Opening an investigation is not a finding of infringement.

LuxShare says the products involved are still in customer testing and not in mass production.

Now the markets.

The United States International Trade Commission has opened a patent investigation into power transmission systems used in data center servers, naming more than 20 companies including Taiwan's Foxconn, Delta Electronics, and Quanta Computer.

The products at issue deliver power to artificial intelligence accelerators, graphics processors, and central processors inside cloud computing systems.

The complaint was filed by Vicor, a power company based in Massachusetts, and the commission stressed it has made no determination on the merits of the case.

Gou remains among Taiwan's top three richest people, ranking 242nd worldwide.

There's also Delta Electronics founder Bruce Cheng, who ranks in at number fourth in Taiwan after transforming the company into an integrated infrastructure provider for AI data centers.

Two billionaire brothers from the financial sector are also on the list.

Fubon Financial Holdings' Daniel Tsai ranks 284th, with a net worth of 12.2 billion US dollars, while his brother Richard Tsai ranks 301st with 11.8 billion US dollars.

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Now from your garage out to the highway, EVgo just previewed its next generation of fast charger, up to 750 kilowatts, They built them with Delta Electronics.

They're being tested at their lab in El Segundo with deployment starting in 2027.

Now for some context, most fast chargers today are at least 150 kilowatts, but most of them are over 350 kilowatts now.

I know.

EVgo this week announced that they are working with Delta Electronics on their next generation of fast chargers, with an expected peak output of 750 kilowatts to a single cable.

While we in the US are not currently lucky enough to have an EV capable of taking 750 kilowatt, I'm mainly excited here because it means we'll have better power sharing options on EVgo, um, with a 750 kilowatt peak.

Currently on E- uh, EVgo and Delta's 350 units, if two cars plug in, it splits power 50/50 between the two of them, so it means each port can now only do 175.

So it's the companies like Prismian.

It's the companies like Eaton, Powell Industries, Delta Electronics that are providing kind of those nuts and bolts.

And the backlogs they have for getting their equipment are, you know, sometimes a year or two long at this point.

They can't produce enough.

The Taiex jumped five hundred and thirty-eight points, or one point one four percent, to close at forty-seven thousand, seven hundred and eighteen on Monday, its highest close since late June.

TSMC, MediaTek, and Delta Electronics led a broad technology and financial rally on turnover of eight hundred and twenty point two billion New Taiwan dollars.

MediaTek rose six point three seven percent to a record close of five thousand and ten New Taiwan dollars, while Delta Electronics surged eight point zero seven percent and panel maker AUO locked limit up on reports that Intel may partner with it on advanced packaging.

Analysts said last week's widely expected US Federal Reserve rate hike was treated as bad news already priced in, setting up further gains heading into the fourth quarter holiday season.

That wraps up today's briefing.