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companies / TWSE

台達電

2308.TWTWSE· TWwww.deltaww.com

PSU + named cold plate supplier; thermal heritage.

近 30 天股價

NT$2,455+4.03%

最新估值

尚未有估值資料。

在 BOM 上的位置

NVIDIA Vera Rubin · Vera Rubin NVL724 row
  • secondaryLiquid cold plate (GPU)· 99%
  • secondaryBusbar assembly
  • secondaryCoolant Distribution Unit (CDU)· 99%
  • 1°PSU 5.5 kW· 99%
NVIDIA Vera Rubin · Vera Rubin NVL144 CPX3 row
  • secondaryLiquid cold plate (GPU)· 99%
  • secondaryCDU (high-density)· 99%
  • 1°PSU 8 kW· 99%
NVIDIA Vera Rubin · NVL576 Ultra3 row
  • secondaryLiquid cold plate (GPU)· 99%
  • secondaryCDU (ultra-density)· 99%
  • 1°PSU 12 kW· 99%
AMD Instinct MI400 Series · AMD Instinct MI4501 row
  • secondaryLiquid cold plate (distributed)· 99%
AMD Instinct MI400 Series · AMD Instinct MI455X (Helios Rack)2 row
  • secondaryDistributed liquid cold plate + flexible hose· 99%
  • secondaryRack PSU + PDU· 99%

題材歸屬

  • 液冷 2026 — Vera Rubin 把散熱從「選配」變「標配」(AVC / Auras / Delta)hotSecondary

    Delta 台達電 — 冷板 + CDU + 800VDC 電源;Wiwynn 800VDC 共同開發

財報 highlight

期別Revenue (USD)EPS毛利率YoYSource
2026Q1$159.35B—35.5%+34.00%yahoo-finance2
2025Q4$161.61B———yahoo-finance2
2025Q3$150.32B———yahoo-finance2
2025Q2$124.04B———yahoo-finance2

競爭對手

尚未有競爭對手資料。

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端,不一定是競爭關係。

  • 健策3653.TW
  • 雙鴻3324.TWO
  • 奇鋐3017.TW
  • Vertiv HoldingsVRT

新聞 timeline

  • 2308-TW: Delta Electronics Inc - Stock Price, Quote and News - CNBC
    2026-06-04 · cnbc.com

    # Delta Electronics Inc 2308-TW:Taiwan Stock Exchange. \*Data is delayed | Exchange | TWD. * 52 Week High2,585.00. * 52 Week High Date05/27/26. * 52 Week Low Date05/27/25. ## Latest On Delta Electronics Inc. * Taiwan chip stocks climb after Nvidia announces $150 billion spending plansCNBC.com. * Delta Thailand navigates tariff risks with strategic expansion plansCNBC VideoCNBC.com. * P/E (TTM)90.15. * Gross Margin (TTM)35.50%. * Net Margin (TTM)13.39%. There is no recent news for this security. Delta Thailand navigates tariff risks with strategic expansion plans. Delta Electronics Inc is a Taiwan-based company principally engaged in the manufacture and sales of power supplies and components. The Company operates through three segments. Power Supply and Components segment provides component

  • 台達電(2308.TW) 走勢圖 - Yahoo股市
    2026-06-04 · tw.stock.yahoo.com

    # Yahoo股市. # 台達電. 收盤 | 2026/05/26 13:30 更新. 84.44 (76.41)本益比 (同業平均). ## 台達電即時行情. 註:成交金額不含盤後定價、零股、鉅額、拍賣及標購. ## 含有 台達電 的 ETF. ## 相關權證. 台股資料來源臺灣證券交易所、臺灣期貨交易所及財團法人中華民國證券櫃檯買賣中心,國際股市資料來源請參考 Yahoo Finance。使用Yahoo股市服務前,請您詳閱相關使用規範與聲明。.

  • Delta Electronics, Inc. (2308.TW) Stock Price, News, Quote & History - Yahoo Finance
    2026-06-04 · finance.yahoo.com

    - Best gifts for sister-in-law. - Best birthday gifts for her. - Best gifts for mother-in-law. - Best anniversary gifts for wife. Loading chart for 2308.TW. The company offers inductors, transformer components, networking products, EMI filters, solenoids, current sensing resistors, power modules, and stamping and over molding components; embedded power, adapters, industrial and medical power solutions, industrial battery charging, USB socket outlets, and hydrogen power and high voltage power solutions; and DC brushless and EC fans and blowers, automotive thermal and thermal management solutions, liquid cooling and climate thermal solutions, and indoor air quality products. It also provides EV power electronics, traction, and X-in-1 products. Further, it provides telecom power systems, netw

  • 台達電(2308)_歷史行情_個股總覽_台股_鉅亨網
    2026-06-04 · cnyes.com

    # 台達電2308 DELTA ELECTRONICS, INC. ### 台達電 歷史行情. | 日期 | 開盤 | 最高 | 最低 | 收盤 | 漲跌 | 漲% | 成交量 | 成交金額 | 本益比 |.

  • 台達電(2308) 今日股價與討論-股市爆料同學會
    2026-06-04 · cmoney.tw

    快來分享你對台達電的收盤看法!價漲;股價2455;開盤2420;最高2460;最低2410;昨收2360;漲跌幅4.03%;成交金額(億)233.04;總量9558;昨量12331;振幅2.12%。

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