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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6661771/o/e52da944fb6f0ee98b1cf0ed7301b5de.jpg\" alt=\"Reuters/TPG\" /><p>2026年11月13日(优分析/产业数据中心报导)⸺ 台达电(2308-TW)将AI资料中心布局延伸至预制型电力系统。公司11月12日宣布,将在美国RE+展展示以固态变压器(SST)为核心的800VDC直流电源方案;美国德州Plano制造基地则预计于2027年底新增电力转换系统(PCS)生产。</p>\n<p>新方案整合台达自行开发的固态变压器、直流转换器与控制器,透过模组化及预制设计,减少现场配线、安装与系统调校工作,并可依案场需求搭配高倍率电池,因应AI运算负载快速变化。</p>\n<p>除了德州PCS产线,台达在北卡罗来纳州的研发团队将直接对接美国客户需求,并规划在底特律建立微电网测试及客户实验场域。</p>\n<p>同样的整合方向已出现在液冷产品。台达10月展示的3MW GoCool方案,将冷却液分配装置(CDU)与预制模组化管路整合;另一款2MW Project Deschutes列间式CDU,则规划2027年第一季量产,采备援水泵、双电源及可热插拔水泵与滤网,兼顾冷却与维护需求。</p>\n<p>台湾散热厂也正向机房端设备延伸。力致(3483-TW)近期法说会也指出,2.5MW列间式(in-row)CDU已列入辉达认可供应商名单,800VDC版本已完成公司内部测试与送样,接续将与代工厂及品牌厂测试。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/7424459454\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-22550.html\" title=\"友达(2409)帐上赚185亿元,为何股价不涨反跌停?\">友达(2409)帐上赚185亿元,为何股价不涨反跌停?</a></li>\n <li><a href=\"/new/tw/article-17903.html\" title=\"集保结算所接轨国际标准 股东会英文议案资讯导入ISO 20022\">集保结算所接轨国际标准 股东会英文议案资讯导入ISO 20022</a></li>\n <li><a href=\"/new/tw/article-14274.html\" title=\"鸿海8月营收9217.66亿元创同期高 能见度优于上月AI需求续成长\">鸿海8月营收9217.66亿元创同期高 能见度优于上月AI需求续成长</a></li>\n <li><a href=\"/new/tw/article-16742.html\" title=\"群创(3481)车用占比冲近4成,FOPLP出货暴增!为何获利还得看面板脸色?\">群创(3481)车用占比冲近4成,FOPLP出货暴增!为何获利还得看面板脸色?</a></li>\n <li><a href=\"/new/tw/article-13211.html\" title=\"佳世达集团旗下资腾半导体展亮相三大解方 抢进先进制程与矽光子应用\">佳世达集团旗下资腾半导体展亮相三大解方 抢进先进制程与矽光子应用</a></li>\n <li><a href=\"/new/tw/article-22988.html\" title=\"旺宏(2337)单季赚109.5亿元、毛利率达70.5%!这一季靠涨价,下一波成长靠什么?\">旺宏(2337)单季赚109.5亿元、毛利率达70.5%!这一季靠涨价,下一波成长靠什么?</a></li>\n </ul>\n</div>",
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