All earnings calls
57 English notes, newest first.
Quanta (2382.TW) · Q2 2026
Quanta (2382.TW) Q2 2026 Earnings Call: servers above 80%, AI visibility talked through 2028
Q2 revenue NT$1.04tn and EPS NT$7.43, both records. Servers stayed above 80% of sales; AI was 75–80% of that line. Capacity is guided to double by year-end, capex raised to NT$40bn, and the AUO Huaya plant is dated for 2028. The call never said 800 V.
TECO (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.
ASE (3711.TW) · Q2 2026
ASE Technology Holding (3711.TW) Q2 2026 Earnings Call: LEAP above US$3.5bn, 2027 to double, CoWoS and EMIB are not a zero-sum game
Q2 revenue NT$191.06bn, ATM gross margin 27.3%, EPS NT$4.8. Capex raised to US$10.5bn. Jason Chang said ASE will keep adding CoWoS-related capacity, will assemble EMIB if customers choose it, and has no glass-substrate production in the next 12 months.
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.
TSMC (2330.TW) · Q2 2026
TSMC (2330.TW) Q2 2026 Earnings Call: CoWoS still the majority, packaging so tight it limits customers, glass about a year out
Q2 revenue NT$1,270.38bn / US$40.2bn, gross margin 67.7%, EPS NT$27.25 including a NT$2.24 Vanguard gain. Capex raised to US$60–64bn. C.C. Wei said backend shortage limits customer growth, welcomed EMIB-T as overflow, and dated glass-substrate CoWoS as about one more year from production.
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.
Allis Electric (1514.TW) · Q1 2026
Allis Electric (1514.TW) Q1 2026 Earnings Call: semiconductor ~40% of sales; IDC is substation gear, not rack 800V
Q1 revenue NT$2.53bn, +25% YoY, EPS NT$0.73. Semiconductor is ~40% of sales; ~NT$1bn of IDC orders. This is MV switchgear and transformers for fabs and rooms, not NVIDIA 800V.
Sitel (7740.TW) · Q1 2026
Sitel (7740.TW) Q1 2026 Earnings Call: 1500V platform stepped down to 800V HVDC BBU for AIDC
Q1 revenue NT$3.091bn and EPS NT$3.64 already 73–74% of FY2025. Sitel is taking its 1500V storage platform down to an 800V HVDC BBU for AI data centers, alongside facility BESS. First Taiwan name with JC-STAR EMS and BMS dual certification for Japan.
Actron Technology (8255.TW) · Q1 2026
Actron (8255.TW) Q1 2026 Earnings Call: custom HVDC modules exclusive to a domestic customer, sampling now
Q1 revenue NT$2.04bn, EPS NT$1.70. A three-stage AI-power roadmap puts HVDC 800V in 2027–30 and SST in 2031–35. Custom HVDC modules for a domestic customer are exclusive to Actron, in small volume.
Grand Process (3131.TW) · Q1 2026
Grand Process (3131.TW) Q1 2026 Briefing: 2.5D CoWoS still the shipment, utilisation 100–120%, capacity +50% a year in 2027–28
Q1 revenue NT$1.596bn, gross margin 33.8% on mix and new-fab depreciation, EPS NT$16.11. Management named 2.5D CoWoS among advanced-package applications, said tools are running 100–120%, and guided about 50% more capacity each year in 2027 and 2028.
Jih Lin Technology (5285.TW) · Q1 2026
Jih Lin (5285.TW) Q1 2026 Earnings Call: auto-module Clipper and top-side cooling now shipping into AI-server HVDC
Q1 revenue NT$1.36bn was only +2% YoY, but gross margin jumped to 19% and EPS to NT$1.00. The mix shift is top-side cooling leadframes and Clipper parts transferred from auto modules into AI-server HVDC.
Acme Electronics (8121.TW) · Q1 2026
Acme (8121.TW) Q1 2026 Earnings Call: ferrite cores already in 800V HVDC PSUs, N-type SiC powder sampling
Q1 revenue NT$853m, +18.6% YoY, and a return to profit at EPS NT$0.1. Ferrite cores are already shipping into HVDC 800V power; N-type SiC powder is sampling for AI-server 800V PSUs.
CviLux (8103.TW) · Q1 2026
CviLux (8103.TW) Q1 2026 Earnings Call: AI Power at 22%; sidecar BBU/CBU connectors, not 800V
Q1 revenue NT$910m, +23% YoY, gross margin 38%. AI Power reached 22% of sales. Management mapped Power Shelf, sidecar BBU/CBU and 48V DC-DC connectors — the side-power layer, not an 800V SKU.
Auras Technology (3017.TW) · Q1 2026
Auras Technology (3017.TW) Q1 2026 Earnings Call: liquid-cooling modules headed for 1 million sets a month
Record Q1 revenue of NT$49.0bn and EPS NT$20.17. Auras is lifting liquid-cooling module capacity five times to 1 million sets a month, says it is on all six NVIDIA tray designs, and still expects ASIC revenue to pass GPU in 2027.
Hon Hai (Foxconn) (2317.TW) · Q1 2026
Hon Hai / Foxconn (2317.TW) Q1 2026 Earnings Call: cloud at 48% of sales, ASIC racks guided to double
Record Q1 revenue of NT$2.12tn and operating profit up 63%. Cloud and networking reached 48% of sales. Management would not name Google TPU; ASIC servers were guided to double in 2026, with the US becoming the largest AI-server plant.
Sunonwealth (2421.TW) · Q1 2026
Sunonwealth (2421.TW) Q1 2026 Earnings Call: a claimed first 800V EC fan, shipping from August
Record Q1 revenue of NT$5.02bn with EPS NT$2.36. Sunonwealth claims the only 800V EC fan on the market, with enquiries from more than 20 of 34 major infrastructure accounts and first shipments due in August.
Chang Wah Technology (6548.TW) · Q1 2026
Chang Wah (6548.TW) Q1 2026 Earnings Call: 800V HVDC parts need a process upgrade, not a catalogue part
Q1 2026 revenue NT$3.67bn and EPS NT$0.51. Management confirmed 800V HVDC leadframes require special surface treatment, sit at 6-8% of sales, and carry a 30-50% ASP premium.
Episil-Precision (3016.TW) · Q1 2026
Episil-Precision (3016.TW) Q1 2026 Earnings Call: GaN epitaxy is in 800V HVDC systems, still a small-volume trial
Q1 revenue NT$1.06bn, gross margin 18%, EPS NT$0.35. Management said GaN epi is already in 800V HVDC at trial; silicon MOS is in AI but not known to be 800V; SiC IDMs will not say.
Lite-On (2301.TW) · Q1 2026
Lite-On (2301.TW) Q1 2026 Earnings Call: 1.5MW 800VDC power rack pulled forward to Q4
Lite-On pulled validation of a 1.5MW-plus 800VDC power rack into Q3 with production in Q4, approved US$919m of US investment, and called Q1 the low point for gross margin.
Chung-Hsin Electric (1513.TW) · Q1 2026
Chung-Hsin Electric (1513.TW) Q1 2026 Earnings Call: record 2025; AI/IDC is generators and HVAC, not 800V
2025 revenue NT$27.5bn, record EPS NT$8.07 and DPS NT$6. Q1 is the trough. Semiconductor GIS qualification and AI/IDC halls pull facility gear — GIS, generators, HVAC — not rack 800V.
Anstek (3528.TW) · FY 2025
Anstek (3528.TW) FY2025 Earnings Call: ADI 800V hot-swap controllers already shipping to US cloud ODMs
Record FY2025 revenue of NT$8.96bn, up 69%, though FX losses cut EPS to NT$2.30. ADI's 800V architecture parts including hot-swap controllers have started shipping to the ODMs building for US hyperscalers.
KYEC (2449.TW) · Q4 2025
KYEC (2449.TW) Q4 2025 Earnings Call: next-gen AI test time up more than 70%, capex NT$393.72bn for Rubin and CSP ASIC
Q4 revenue NT$9.97bn, gross margin 37.7%, FY 2025 EPS NT$9.01. Management said next-generation AI chips take more than 70% longer to test, AI capacity is full, and 2026 capex of NT$393.72bn is customer-driven for NVIDIA Rubin and CSP ASIC. The call never said 800 V.
Hon Hai (Foxconn) (2317.TW) · FY 2025 / Q4 2025
Hon Hai / Foxconn (2317.TW) FY 2025 Earnings Call: cloud overtakes consumer as AI racks target a double
FY 2025 revenue NT$8.1tn and record EPS NT$13.61. Cloud and networking reached 40% of sales, ahead of consumer electronics for the first time, with 2026 AI-rack shipments guided to more than double.
AcBel (6282.TW) · FY 2025
AcBel (6282.TW) Q4 2025 Earnings Call: AI is CRPS and fuel cells at 20% of sales, not 800V
Q4 revenue NT$9.20bn, GM 26.6%, EPS NT$0.56 on a mix shift into enterprise and telecom power. Full-year sales were flat. AI is CRPS, data-center PSUs and fuel cells — about 20% of 2025. No 800V or HVDC on this call.
GEM Services (6525.TW) · FY 2025
GEM Services (6525.TW) FY2025 Earnings Call: HVDC rack architecture is a customer-spec question; AI thermal is the near-term print
FY2025 revenue NT$5.33bn, +14%, gross margin 27%, EPS NT$5.88. Asked whether HVDC racks change power-device content, management said it follows customer drawings and cannot judge the BOM. The AI beat was thermal packaging.
Systems Electronics (5309.TW) · FY 2025
Systems Electronics (5309.TW) Q4 2025 Earnings Call: 25kW HVDC BBU with two customers, volume 2027–28
FY2025 revenue NT$3.39bn, +9.1%, with earnings at a trough on R&D and a Texas plant. 11kW/5.5kW BBUs mass-produce in 2026Q2; a 25kW HVDC BBU is in development with two customers. Pegatron is now the largest corporate shareholder. Met NVIDIA; not a supplier.
Fositek (6805.TW) · Q4 / FY 2025
Fositek (6805.TW) Q4 2025 Earnings Call: server mix 36%, a claimed main QD seat on NVIDIA GB200/GB300 Switch
FY2025 revenue NT$12.41bn, gross margin 26.34%, EPS NT$31. Server products jumped to 36.3% of sales. Management claims a main QD supplier seat on NVIDIA GB200/GB300 Switch; B/R cold-plate QDs are NVIDIA-decided. The call never said 800 V.
Song Chuan Precision (7788.TW) · FY 2025
Song Chuan (7788.TW) FY 2025 Earnings Call: HVDC DC relays with Delta, Lite-On and AcBel, some in qualification
Record FY2025 revenue of NT$6.43bn. New energy reached 59% of sales. HVDC DC relays and a Super Seal liquid-cooled type are in joint development on next-gen AI PSUs; EV 400–800V is a separate story.
Wiwynn (6669.TW) · Q4 / FY 2025
Wiwynn (6669.TW) Q4 2025 Earnings Call: AI crosses 50%, ASIC is ~90% of that, new NVIDIA GPUs in 2H
FY2025 revenue NT$951bn, EPS NT$275. AI mix reached 50%, about 90% ASIC. Q4 margin was hit by a GB200 GPU wave that then rolled off. New NVIDIA and AMD GPU platforms plus new ASIC are guided to 2H 2026. The call never said 800 V.
Lite-On (2301.TW) · Q4 and FY 2025
Lite-On (2301.TW) FY2025 Earnings Call: 800V DC cabinet set for 2026Q4 samples and 2027Q1 ramp
FY2025 revenue NT$166.1bn and EPS NT$6.64. Lite-On dated the 800V DC power cabinet at small volume in 2026Q4 and ramp in 2027Q1, and started an internal solid-state transformer programme.
JPC (6197.TW) · FY 2025 product update
JPC (6197.TW) 2025 year-end call: HVDC busbars stepping from 54V toward ±400V
A product and certification update, not a P&L print. HVDC busbars are on a 48/54V → ±400V path via system-integrator hubs, alongside ORV3 AC whips and 1.6T optics.
UMEC (2413.TW) · 9M 2025
UMEC (2413.TW) Q4 2025 Earnings Call: 800V HBDC switch PSU in development — not entering compute Power Rack
A 17 December update on 9M 2025: revenue +21%, Q3 back in profit, full-year profit still a target. Next-gen switch power is HBDC at 800V for 8kW+; management ruled out compute Power Rack.
Lead Wealth (6290.TW) · 9M 2025 / Q3 2025
Lead Wealth (6290.TW) 2025 earnings call: on NVIDIA's 800V list, HVDC projects undisclosed
9M 2025 revenue NT$7.48bn and EPS NT$6.20. Data-center mix rose to 36%. Lead Wealth is on NVIDIA's 800 VDC component list; management said 800 V HVDC projects are underway and would not name customers, dates, or a GB300 ship schedule.
Jentech Precision (3653.TW) · Q3 2025
Jentech (3653.TW) Q3 2025 Earnings Call: GPU water-cooling ships, microchannel still off the outlook
Q3 revenue NT$5.07bn, gross margin 38.97%, EPS NT$9.49. Thermal products were 73% of nine-month sales. GPU liquid-cooling for AI servers started shipping in 2025. A ten-year microchannel programme that removes TIM2 is not in the 2025 scores.
Asia Vital Components (3324.TW) · Q3 2025
AVC (3324.TW) Q3 2025 Earnings Call: water cooling 35% of sales, guided above 55% in 2026
Record Q3 revenue NT$5.96bn, gross margin 29.8%, EPS NT$10.66. Water cooling reached 35% of sales. 2026 mix is guided above 55% water and 72% servers. The call never said 800 V.
Chenming (3013.TW) · 9M 2025
Chenming (3013.TW) Q3 2025 Earnings Call: studying NVIDIA 0–800V vs OCP ±400V racks
9M 2025 chassis mix: AI shells 47% of sales. Power-rack samples are done, and Chenming is designing for both OCP ±400V and NVIDIA 0–800V HVDC.
Lite-On (2301.TW) · Q3 2025
Lite-On (2301.TW) Q3 2025 Earnings Call: 800V power rack tied to a customer platform for 2027
Record Q3 with EPS NT$2.05 and a megawatt power-and-cooling stack shown at OCP 2025. Management split the schedule: 400V racks in 2026, 800V in 2027, with power capacity the near-term constraint.
Episil Technologies (3707.TW) · H1 2025
Episil (3707.TW) H1 2025 Earnings Call: 800V HVDC framed as a 2027 600kW-rack driver; GaN up 11%, SiC still down 33%
H1 revenue NT$2.66bn at a −5% gross margin and EPS −NT$1.02. Management tied SiC/GaN demand to 800V HVDC as AI racks head for 600kW in 2027; GaN is already growing on AI servers, SiC is not.
Nidec Chaun-Choung (6230.TW) · H1 2025
Nidec Chaun-Choung (6230.TW) H1 2025 Earnings Call: water 2–5% this year, about 10% in 2026
H1 revenue NT$4.29bn, gross margin 17%, EPS NT$0.80. Nidec owns 86.3%. Cold plates at Kunshan; CDUs and QDs from Nidec Thailand. Manifolds still sampling. The call never said 800 V.
GlobalWafers (6488.TW) · Q2 2025
GlobalWafers (6488.TW) Q2 2025 Earnings Call: 800 V AI power supplies named as demand; SiC still in a price collapse, GaN full and expanding
Q2 revenue NT$16.0bn, gross margin 25.8%, EPS NT$3.52. The chair listed 800-volt power supplies and AI-server racks among the AI pockets carrying the market. GaN orders were full, capacity +30% by year-end; SiC prices had collapsed and the company said it was not exiting.
Lite-On (2301.TW) · Q2 2025
Lite-On (2301.TW) Q2 2025 Earnings Call: 800V HVDC still a trade-show demo
All three segments grew in Q2 2025, with EPS NT$1.39. Lite-On showed 800V HVDC with SiC and GaN at Computex but the shipping roadmap was a 500kW power rack for Q4 and a 1MW version in 2027.
Asia Vital Components (3324.TW) · Q1 2025
AVC (3324.TW) Q1 2025 Earnings Call: water cooling 17% of sales, 2025 target 40–50%
Q1 sales +7% QoQ and +40% YoY, gross margin 27.4%, EPS NT$5.66. Water cooling reached 17% of sales, with a then-target of 40–50% for 2025. NVIDIA and AMD RVL status was stated. The call never said 800 V.
Hon Hai (Foxconn) (2317.TW) · Q1 2025
Hon Hai / Foxconn (2317.TW) Q1 2025 Earnings Call: cloud reaches 34% of sales as AI servers double
Record Q1 revenue of NT$1.64tn with net income up 91%. AI server revenue grew over 50% and passed half of all server sales, with Q2 guided to multiply and a 50-60% component self-sufficiency target.
Delta Electronics (2308.TW) · Q4 and FY 2024
Delta Electronics (2308.TW) Q4 2024 Earnings Call: reaching above the rack into medium-voltage DC
FY2024 revenue NT$421.1bn and EPS NT$13.56, with Q4 margin hit by mix and a Thai quality issue. Management said it is building medium-voltage DC and solid-state transformers to move from power vendor to grid architecture.
Delta Electronics (2308.TW) · Q3 2024
Delta Electronics (2308.TW) Q3 2024 Earnings Call: 800 V named as a possible future custom standard
Record 34.9% gross margin, half of it from inventory reversals. Asked about voltages above 400 V, management said data centers may move to 800 V as a custom standard and that Delta has no technical problem building it.
Hon Hai (Foxconn) (2317.TW) · Q3 2024
Hon Hai / Foxconn (2317.TW) Q3 2024 Earnings Call: in-housing busbars, CDUs and cold plates for GB200
Record Q3 revenue of NT$1.85tn. To offset rack-level margin dilution, Foxconn named busbars, CDUs, quick disconnects, manifolds and cold plates as in-house targets, with GB200 NVL72 volume from 2025Q1.
Delta Electronics (2308.TW) · Q4 and FY 2023
Delta Electronics (2308.TW) FY2023 Earnings Call: AI server power was only 2% of revenue
FY2023 revenue NT$401.2bn and EPS NT$12.86. AI server power was about 2% of sales, but Delta claimed to be one of roughly two companies worldwide able to mass-produce AI server DC-DC converters, guiding that line to double in 2024.
BizLink (3665.TW) · Q3 2023
BizLink (3665.TW) Q3 2023 Earnings Call: the connector name NVIDIA later put on its 800 VDC list
Q3 2023 revenue NT$13.15bn with EPS NT$4.54. IT and datacom was the weak segment then; two years later NVIDIA named BizLink a power-component partner for 800 VDC.
Hon Hai (Foxconn) (2317.TW) · Q3 2023
Hon Hai / Foxconn (2317.TW) Q3 2023 Earnings Call: 100% of GPU modules, half of GPU baseboards
Q3 2023 revenue NT$1.54tn with all three margins improving and EPS NT$3.11. Foxconn claimed complete share of GPU modules and about half of baseboards, and launched 1200V SiC modules for EV drivetrains.
Delta Electronics (2308.TW) · Q3 2023
Delta Electronics (2308.TW) Q3 2023 Earnings Call: AI revenue too early to forecast
Q3 2023 revenue NT$107.8bn and EPS NT$3.60, with EV powertrain carved into a new Mobility segment for 2024. On AI servers, management declined to size the opportunity because the business model was not yet mature.