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BackFocus Stocks》Delta Electronics: Trampled by U.S. Section 337 Investigation and Killed with Volume
Focus Stocks》Delta Electronics: Trampled by U.S. Section 337 Investigation and Killed with Volume
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自由时报1 hour agoBusiness1 min readChinaView original

Focus Stocks》Delta Electronics: Trampled by U.S. Section 337 Investigation and Killed with Volume

Delta Electric337 surveyU.S. International Trade Commission

Quick Look

  • Delta Electronics was involved in the U.S.
  • International Trade Commission's Section 337 investigation into AI server power supply technology, and its stock price fell 4.07% to 1,885 yuan during the session.
  • The company stated that it will actively respond to safeguard its rights and interests in accordance with procedures, and related products are currently not affected.

AI-generated summary

Why It Matters

The U.S. International Trade Commission launched a Section 337 investigation into AI server power supply technology on October 9, targeting 20 companies including Delta, Hon Hai, Quanta, and China Luxshare Precision. Vicor previously filed a complaint on September 9, claiming that related products allegedly infringed on its patent rights.

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Delta stated that the company has always attached great importance to intellectual property rights and local laws. Regarding the U.S. International Trade Commission's investigation of specific patent disputes, it will actively respond to the relevant procedures to safeguard the company's rights and interests. (File photo)

[Reporter Fang Weijie/Taipei Report] Delta Electronics (2308), a major power supply manufacturer, was caught in the U.S. Section 337 investigation during the National Day holidays. Although management will release September revenue after the market closes today, it is expected to push up the single-quarter growth. Revenue hit a record high, but market expectations have significantly subsided. Today's stock price was flooded with sell orders. As of 10 a.m., Delta Electronics was provisionally quoted at 1,885 yuan, a decrease of 4.07%, with a trading volume of 4,791 contracts.

Vicor Corporation, a U.S. power supply technology company, filed a complaint with the U.S. International Trade Commission (USITC) on September 9, claiming that the relevant companies’ import of vertical power supply systems, components and computing equipment equipped with this technology sold in the United States was suspected of infringing on its patent rights, and requested the USITC to issue a limited exclusion order and a cease-and-desist infringement order in accordance with Section 337 of the Tariff Act of 1930.

Please read on...

USITC announced on October 9 that it has launched an investigation into AI server power supply technology, etc. The targets include Taiwanese manufacturers Hon Hai (2317), Delta Electronics, Quanta (2382), and China Luxshare Precision, Industrial Fii and other 20 companies and legal persons. In this regard, Delta stated that the company has always attached great importance to intellectual property rights and local laws. Regarding the U.S. International Trade Commission's investigation of specific patent disputes, it will actively respond to the relevant procedures to safeguard the company's rights and interests. As the case has entered legal proceedings, it is inappropriate to comment further at this time. Related products are currently not affected.

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What to Watch

AI outlook — possibilities, not facts

  • Delta will submit formal response documents in the next few weeks to respond to the USITC investigation

    Likely · Within weeks

  • If the investigation enters the substantive trial stage, Delta's stock price may fluctuate further.

    Possible · Within months

Open Questions

  • When will the final results of the investigation be released?
  • Does Delta need to adjust its product design or licensing plan?
  • Will this case affect other related supply chain manufacturers?

Related Topics

Delta Electric
OrganizationsVicor CorporationU.S. International Trade CommissionHon Hai Precision Industry
PlacesTaiwanUnited StatesChina
Topics337 surveyU.S. International Trade CommissionVicorAI server power supplyintellectual property rightsstock price falls
This article was originally published by 自由时报.

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