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05:37
May 26
Nicolas Bontigui Substack author, SemiAnalysis SemiAnalysis
Delta demonstrated 800VDC air-cooled busway at OCP 2025, unveiled a 2.4MW In-Row CDU with native 800VDC, and produces 110kW power shelves with 80kW BBU capacity. The article mentions 'Delta, at GTC 20
Delta demonstrated 800VDC air-cooled busway at OCP 2025, unveiled a 2.4MW In-Row CDU with native 800VDC, and produces 110kW power shelves with 80kW BBU capacity. The article mentions 'Delta, at GTC 2026, went further at the shelf level: its new 110kW power shelves embed 80kW of BBU capacity each' and 'Delta demonstrated 800VDC air-cooled busway at OCP 2025'. Risk: Execution risk in scaling HVDC products; competitive pricing pressure from ABB, Eaton.
2303.TW

About 2303.TW Analyst Coverage

Buzzberg tracks 2303.TW across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.