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Power Infrastructure Demand Boosts Wire and Cable Stocks Amid AI Expansion
Electronic Technology · Electronic Components · economic_daily · 2026-11-02
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As AI data center construction drives urgent demand for power grid upgrades, cable manufacturers like Walsin and Ta Ya are seeing strong market interest.
What Happened
Power Constraints: The rapid expansion of AI data centers is outpacing power infrastructure development, with Delta Electronics warning that electricity shortages pose a significant bottleneck for the industry's growth.
Copper Scarcity: The massive electrification requirements for AI infrastructure have pushed copper prices to near-record highs, as industry experts note that new mining projects take years to come online, creating a supply-demand gap.
Walsin's Strategy: Walsin is capitalizing on the energy transition through its investment in submarine cables and power equipment, aiming for full production by 2028 to support offshore wind and data center needs.
Ta Ya's Order Book: Ta Ya is benefiting from Taiwan's grid resilience initiatives and a surge in semiconductor factory construction, with its current order backlog reaching NT$15 billion and demand for cabling doubling compared to previous years.