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Taiwan's AI power supply chain gears up for 800-volt transition

· Source: taiwannews.com.tw

In short

Taiwanese suppliers in the AI power infrastructure supply chain are preparing for the shift to 800V direct-current systems in data centers to meet rising power demands. Companies like Lite-On Technology and Delta Electronics are leading developments in high-voltage DC power solutions, with production ramp-ups expected in 2027. The transition also benefits auxiliary suppliers, including battery backup, connector, cable makers, and semiconductor component manufacturers.

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Tags: power, data centers, 800VDC, supply chain, components, Taiwan

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