Overseas research desk
Taiwan Semiconductor Earnings Calls
Notes on Taiwan investor conferences, written in English for overseas investors. 34 companies and 50 calls, starting with NVIDIA's 800 VDC architecture and the liquid-cooling loop in the same rack.
Topics
Liquid Cooling — Taiwan Supply Chain
What NVIDIA actually specifies for AI-rack liquid cooling — NVL72, the 45°C loop, CDUs — and which Taiwan-listed suppliers sit on the cold plate, manifold, quick disconnect, CDU and fan. English earnings-call notes for Auras, AVC, Jentech, Fositek, Nidec Chaun-Choung and Sunon.
NVIDIA 800 VDC — Taiwan Supply Chain
What NVIDIA's 800 VDC whitepaper actually specifies for AI data centers, and which Taiwan-listed suppliers sit in each slot — English earnings calls for Delta, Lite-On, BizLink, Lead Wealth, Hon Hai, Auras, AVC, Jentech, Fositek, Nidec Chaun-Choung and the rest of the power, cooling and rack stack.
Companies
View directory- AcBel (6282.TW)
- Acme Electronics (8121.TW)
- Actron Technology (8255.TW)
- Allis Electric (1514.TW)
- Anstek (3528.TW)
- Asia Vital Components (3324.TW)
- Auras Technology (3017.TW)
- BizLink (3665.TW)
- Chang Wah Technology (6548.TW)
- Chenming (3013.TW)
- Chung-Hsin Electric (1513.TW)
- CviLux (8103.TW)
- Delta Electronics (2308.TW)
- Episil Technologies (3707.TW)
- Episil-Precision (3016.TW)
- Fositek (6805.TW)
- GEM Services (6525.TW)
- GW Instek (2423.TW)
- Hon Hai (Foxconn) (2317.TW)
- Jentech Precision (3653.TW)
- Jih Lin Technology (5285.TW)
- JPC (6197.TW)
- Kinpo (2312.TW)
- Lead Wealth (6290.TW)
- Lite-On (2301.TW)
- Nidec Chaun-Choung (6230.TW)
- Polytronics (6642.TW)
- Sitel (7740.TW)
- Song Chuan Precision (7788.TW)
- Sunonwealth (2421.TW)
- Systems Electronics (5309.TW)
- TECO (1504.TW)
- UMEC (2413.TW)
- Voltronic Power (6409.TW)
Latest earnings calls
Browse all 50 callsTECO (1504.TW) · Q2 2026
TECO (1504.TW) Q2 2026 Earnings Call: first data-center busway order; 800kW is a tariff, not 800V
Q2 revenue NT$16.6bn, EPS NT$1.12. US data-center motors and a late-July busway order are facility electrical. 800kW on this call is Taiwan's large-user power threshold, not 800V.
Auras Technology (3017.TW) · Q2 2026
Auras Technology (3017.TW) Q2 2026 Earnings Call: 2026 as the ASIC year, water cooling past 50% in 2027
Q2 revenue NT$49.1bn, flat sequentially, with gross margin 32.57% and EPS NT$24.37. Auras called 2026 its ASIC first year, guided 2027 data-center water-cooling penetration above 50%, and would not name Google TPU.
Hon Hai (Foxconn) (2317.TW) · Q2 2026
Hon Hai / Foxconn (2317.TW) Q2 2026 Earnings Call: cloud crosses 51%, Vera Rubin ships in Q4
Q2 revenue NT$2.53tn and record operating profit of NT$94.8bn. Cloud and networking reached 51% of sales. Vera Rubin racks were dated: production-ready in Q3 2026, shipments in Q4, 50% share target, with ASIC racks aimed at the same 40%+ band.
Polytronics (6642.TW) · H1 2026
Polytronics (6642.TW) H1 2026 Earnings Call: 277V and 305V PPTC for the move from 480VAC to 800V HVDC
H1 revenue NT$321m at a 52% gross margin. Management framed rack power as moving from 480V AC to 800V HVDC and named Amazon and Super Micro as customers for its high-voltage PPTC parts.
Lite-On (2301.TW) · Q2 2026
Lite-On (2301.TW) Q2 2026 Earnings Call: 800V HVDC power rack ships in November, volume in 2027Q1
Record Q2 with EPS NT$3.14 and cloud at 55% of sales. Management dated the 800V HVDC power rack: samples in August, small volume in November 2026, ramp in 2027Q1.
Chang Wah Technology (6548.TW) · Q2 2026
Chang Wah (6548.TW) Q2 2026 Earnings Call: 800V HVDC leadframes hold 6-8% of sales at a 30-50% ASP premium
Revenue NT$4.32bn and net profit up more than fivefold. AI server 800V HVDC leadframes are 6-8% of sales at a 30-50% ASP premium, with a target of 10-15% within one to two years.
GW Instek (2423.TW) · H1 2026
GW Instek (2423.TW) H1 2026 Earnings Call: HVDC and SST instruments in evaluation, 2027 growth if they land
H1 revenue +24% YoY; Q1 EPS NT$1.3. Shipping today is AI-server and liquid-cooling test gear. HVDC, SST and high-power PSU modules are in customer evaluation; 2027 double-digit growth if those land.
Kinpo (2312.TW) · Q1 2026
Kinpo (2312.TW) Q1 2026 Earnings Call: HVDC is one sentence from EV chargers, not a business
Q1 revenue NT$35.63bn, down 15%, with GM up to 6.87% and EPS flat at NT$0.35. HVDC appeared once: an extension of EV-charger power management into HVDC and high-end server racks. No customer, date or revenue.
Voltronic Power (6409.TW) · Q1 2026
Voltronic (6409.TW) Q1 2026 Earnings Call: HVDC power supply prototype done, aimed at NVIDIA Rubin racks
A rough quarter with revenue down 15.8% on Middle East disruption, metals inflation and FX. Voltronic completed prototype and testing of an HVDC power supply for AI data centers, leaning on 400V to 1000V EV-charger experience.
Chang Wah Technology (6548.TW) · Q1 2026 follow-up
Chang Wah (6548.TW) June 2026 follow-up: why it will not name its stage in the 800V chain
A second Q1 2026 briefing. Asked which conversion stage its leadframes serve in an 800V HVDC system, Chang Wah declined — the systems are still being designed — and argued the thermal case instead.