台達電 Negotiates Product Price Increases as AI Data Centers Face Power Shortages
Photo: TokenPost
台達電 (2308) is negotiating product price increases with major customers as raw-material costs rise, while the company says power and labor shortages are slowing AI data-center construction. Chairman 鄭平 said at an investor meeting that the talks could be finalized as early as the fourth quarter of 2026 or the first quarter of 2027. 台達電 estimates cloud service providers will spend a combined $1.2 trillion to $1.5 trillion on capital expenditures in 2027. The company said that investment is supporting demand for high-power systems and liquid-cooling equipment used in AI data centers.
Source: TokenPost
