Delta Electronics, Inc.(2308.TW)
HQ TW38% share
World's largest switching power-supply maker; dominant in server/data-center power (PSUs, busbars, power shelves) and now liquid-cooling CDUs for AI servers.
manufactured · input
Server Chassis and Power Infrastructure
Rackmount server chassis, power supplies (1.2-3.6kW), PDUs; Taiwan ODMs (Quanta, Foxconn Industrial, Wistron) produce majority; liquid cooling CDUs for AI servers; GPU power demand reaching 700W-1kW per card
9
Source countries
7
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on server chassis and power infrastructure somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| TWTaiwan | 45% |
| VNVietnam | 15% |
| KRSouth Korea (Republic of Korea) | 9% |
| CNChina | 8% |
| MYMalaysia | 6% |
| MXMexico | 5% |
| THThailand | 4% |
| PHPhilippines | 2% |
| JPJapan | 1% |
Who makes it
Supplier companies
7 companies produce server chassis and power infrastructure.
Quanta Computer
HQ TW35% share
World's largest server ODM by volume; Taiwan; manufactures for Amazon, Google, Meta, Microsoft hyperscalers; also makes laptops (world's largest laptop ODM); founded 1988
Super Micro Computer (Supermicro)
HQ US30% share
Leading server systems manufacturer; San Jose CA; dominates AI training server systems; assembles NVIDIA H100/H200 GPU servers; ~10% global server market; SEC accounting investigation 2024
Vertiv Holdings Co.(VRT)
HQ US30% share
Data-center critical infrastructure — power (UPS, PDU, busway) and thermal management (liquid-cooling CDUs); central to AI data-center buildout.
Wiwynn Corporation(6669.TW)
HQ TW25% share
Taiwanese hyperscale server/rack ODM (Wistron spinoff); designs and builds cloud/AI server systems and racks for hyperscalers.
Foxconn (Hon Hai Precision Industry)
HQ TW
World's largest electronics contract manufacturer; assembles ~70% of Apple iPhones; Taipei listed; ~1.3M employees; Zhengzhou China "iPhone City" plant is world's largest smartphone factory
Schneider Electric(SU)
HQ FR
Schneider Electric SE (Rueil-Malmaison, France; Euronext Paris: SU; ~€37.7B revenue 2024) is the second-largest global ATS manufacturer, producing the ATS Advanced series for critical facilities and ATS 48 series for industrial motor/soft-start applications. Schneider's critical power division (formerly APC, acquired 2007) serves data centers globally; its ATS products integrate with Galaxy UPS and Symmetra power systems. Multiple manufacturing sites across Europe (Grenoble, France; Bratislava, Slovakia), North America, and China. Schneider and Eaton together constitute the Tier III/IV data center ATS duopoly — virtually all large hyperscaler and co-location facilities use one of these two brands. Schneider's EcoStruxure platform extends ATS monitoring into building management systems.