Lite-On, Delta benefit from surge in AI server power demand

AI server power draws exceeding 30kW per unit are forcing a fundamental shift from 12V to 48V+ power architectures, giving Taiwanese leaders Lite-On and Delta a strategic edge in high-density AC/DC modules compatible with liquid cooling. This surge intensifies demand for GaN devices, yet U.S. BIS export controls on wide-bandgap semiconductors could inflate compliance costs by 15–20%. With Infineon and Murata rapidly scaling integrated SiC/GaN lines, Taiwanese firms must lock in co-design partnerships with NVIDIA and AMD to secure ecosystem dominance. Over the next 18 months, tightening global PUE regulations will push power efficiency thresholds beyond 98.5%, catalyzing a 'Power-as-a-Service' model—transforming power supplies from components into strategic energy orchestration assets.