East Asian Technology Intelligence
Japan & China technology, translated and contextualized for Western readers
Company Directory › AI layer
Energy, batteries, networks, and data-center facilities
Companies are ranked by the AsiaAI Tech Index. Those without a rank do not publish enough financial data to be scored.
Showing companies in the Power & Infrastructure layer. See all companies
44 companies
| AI layer | Listing | |||||
|---|---|---|---|---|---|---|
| Delta Electronics 台達 An independent Taiwan-listed power-electronics and infrastructure company supplying critical electrical power conversion, distribution, and thermal management systems for AI data centers. | Taiwan | Electronic Components | Power & Infrastructure, AI Server Hardware | TWSE: 2308 | US$17.9B | #8 |
| Quanta Computer 廣達 Taiwan's largest AI-server-focused original design manufacturer builds and integrates rack-scale systems around Nvidia and AMD accelerators for hyperscale cloud customers. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure | TWSE: 2382 | NT$2.12 trillion | #9 |
| Wiwynn 緯穎 A Taiwan-based original design manufacturer that builds and integrates the accelerated servers and high-density racks that hyperscalers use to deploy AI capacity. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure | TWSE: 6669 | NT$950.663 billion | #11 |
| NTT NTT A Japanese telecommunications and technology holding company providing the data centers, fiber networks, and enterprise IT integration that support AI workloads. | Japan | Telecom & Networking | Power & Infrastructure, Cloud & AI Platforms, Enterprise Applications | TSE: 9432 (Prime Market) | 14.4091 trillion yen | #13 |
| Foxconn 富士康; 鴻海 The world's largest contract electronics manufacturer, assembling the AI servers, racks, and liquid-cooling systems that power global data centers and hyperscale cloud platforms. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure | TWSE: 2317 | US$259B | #16 |
| King Slide 川湖科技 Supplies precision rails and cable-management systems that let heavy AI servers be installed and maintained in dense data-center racks. | Taiwan | Electronic Components | AI Server Hardware, Power & Infrastructure | TWSE: 2059 | NT$17.501 billion | #19 |
| Murata 村田製作所 A Japanese electronic-components manufacturer supplying multilayer ceramic capacitors, inductors, and filters essential for AI servers and data-center power-delivery networks. | Japan | Electronic Components | AI Server Hardware, Power & Infrastructure | TSE: 6981 (Prime Market) | 1.831 trillion yen | #20 |
| SoftBank Group ソフトバンクグループ An investment holding company that controls Arm and Ampere Computing while directing massive capital into OpenAI and the Stargate AI data-center initiative. | Japan | Investment & Holding Groups | Silicon & Foundry, Cloud & AI Platforms, Power & Infrastructure | TSE: 9984 (Prime Market) | Japanese yen 7.798 trillion | #24 |
| Hitachi 日立 A diversified Japanese industrial and digital group supplying critical power-grid infrastructure for AI data centres, semiconductor manufacturing tools, and enterprise AI software services. | Japan | Industrial Automation & Robotics | Power & Infrastructure, Equipment & Materials, Enterprise Applications | TSE: 6501 (Prime Market) | US$70.1B | #26 |
| Samsung Electro-Mechanics 삼성전기 A South Korean electronic-components manufacturer supplying multilayer ceramic capacitors for AI servers and FC-BGA package substrates for AI accelerators and data-center processors. | South Korea | Electronic Components | Power & Infrastructure, AI Server Hardware, Edge AI & Devices | KRX: 009150 (Ordinary shares) | Korean won 11.3145 trillion | #27 |
| Wistron 緯創 A major Taiwanese electronics manufacturer and original design manufacturer that builds and integrates AI servers for global cloud and enterprise data centers. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure | TWSE: 3231 | NT$2.187 trillion | #31 |
| CATL 宁德时代 China's largest battery manufacturer and the global leader in electric-vehicle and energy-storage batteries, supplying the power infrastructure that supports expanding AI data-center workloads. | China | Batteries & Energy | Power & Infrastructure, AI Server Hardware | SZSE: 300750 (ChiNext) | RMB423.702 billion | #33 |
| YAGEO 國巨 A leading global supplier of passive electronic components, providing the resistors, capacitors, magnetics, and sensors required for power delivery and thermal management in AI servers and networking infrastructure. | Taiwan | Electronic Components | Power & Infrastructure, AI Server Hardware | TWSE: 2327 | US$4.3B | #36 |
| BYD 比亚迪 A vertically integrated Chinese manufacturing group that produces electric vehicles, batteries, and electronics, bringing AI to the edge through high-volume intelligent-driving systems. | China | Automotive & Mobility | Edge AI & Devices, Power & Infrastructure | SZSE: 002594 | RMB803.965 billion | #37 |
| ZTE 中興通訊 A major Chinese telecommunications and ICT equipment provider that supplies servers, data-center infrastructure, and networking gear for domestic AI deployments. | China | Telecom & Networking | AI Server Hardware, Power & Infrastructure, Edge AI & Devices | SZSE: 000063 (A shares) | RMB 133.90 billion | #41 |
| ASUS 華碩 A leading Taiwanese systems integrator and hardware manufacturer that builds AI server racks, PCs, and motherboards using advanced merchant silicon. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Edge AI & Devices, Power & Infrastructure | TWSE: 2357 | NT$738.905 billion | #43 |
| UMC 聯電 Taiwan's second-largest dedicated foundry, producing the mature-node and specialty logic chips that provide connectivity, power, and networking for AI systems. | Taiwan | Foundry & Chip Manufacturing | Silicon & Foundry, Power & Infrastructure, Edge AI & Devices | TWSE: 2303 | NT$237.553 billion | #45 |
| Asia Vital Components 奇鋐 A leading Taiwanese supplier of thermal-management components, providing the liquid-cooling systems and high-performance thermal modules required by advanced AI servers. | Taiwan | Electronic Components | AI Server Hardware, Power & Infrastructure | TWSE: 3017 | NT$139.639 billion | #46 |
| Fujitsu 富士通 A major Japanese enterprise IT-services and systems-integration provider, embedding AI into legacy, public-sector, and mission-critical operations through partnerships with global technology and cloud leaders. | Japan | IT Services & Security | Enterprise Applications, Cloud & AI Platforms, Power & Infrastructure | TSE: 6702 | 3.503 trillion yen | #51 |
| Inovance 汇川技术 Developing and manufacturing industrial automation controls, motion-control components, industrial robotics, and energy-storage systems, this company enables automated factories and power infrastructure for AI-intensive computing loads. | China | Industrial Automation & Robotics | Edge AI & Devices, Power & Infrastructure, Enterprise Applications | SZSE: 300124 (ChiNext) | RMB45.105 billion | #53 |
| Sungrow 阳光电源 A Chinese power-electronics and energy-storage supplier developing 800V DC power architectures and solid-state transformers for AI data centers. | China | Batteries & Energy | Power & Infrastructure, AI Server Hardware | SZSE: 300274 (ChiNext) | RMB89.184 billion | #54 |
| Renesas ルネサス A Japanese embedded-semiconductor company supplying the microcontrollers, vision processors, and power devices that enable AI inference at the physical edge. | Japan | Chip Design | Edge AI & Devices, Power & Infrastructure | TSE: 6723 (Prime Market; Nikkei 225 constituent) | 1,321.2 billion yen | #55 |
| VIS 世界先進 A Taiwanese specialty foundry manufacturing mature-node analog, power-management, and mixed-signal chips for automotive, industrial, and edge devices. | Taiwan | Foundry & Chip Manufacturing | Silicon & Foundry, Power & Infrastructure, Edge AI & Devices | TPEx: 5347 | NT$48.591 billion | #66 |
| GIGABYTE 技嘉 A Taiwan-based computer hardware company that integrates GPUs, CPUs, and cooling systems into deployable AI servers and rack-scale clusters. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure | TWSE: 2376 | NT$336.937 billion | #70 |
| Pegatron 和碩 A major Taiwanese electronics manufacturer expanding into AI infrastructure by building and integrating high-density, liquid-cooled NVIDIA and AMD server racks for cloud operators. | Taiwan | Electronic Components | AI Server Hardware, Power & Infrastructure, Edge AI & Devices | TWSE: 4938 | NT$1.1172 trillion | #74 |
| SK Telecom SK텔레콤 SK Telecom is South Korea's largest mobile operator, leveraging its domestic network to build AI data centers, GPU cloud services, and sovereign AI models. | South Korea | Telecom & Networking | Power & Infrastructure, Cloud & AI Platforms, Model Developers | KRX: 017670 (KOSPI) | ₩17.0992 trillion | #77 |
| Inventec 英業達 A major Taiwanese original-design manufacturer that builds and integrates GPU servers, rack-scale systems, and notebooks for global technology brands. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure | TWSE: 2356 | NT$691.169 billion | #79 |
| Hyundai Mobis 현대모비스 An automotive-component supplier within Hyundai Motor Group, integrating sensors, control units, and software to enable edge AI functions like ADAS and software-defined vehicles. | South Korea | Automotive & Mobility | Edge AI & Devices, Power & Infrastructure | KRX: 012330 (Ordinary shares) | Korean won 61.118 trillion | #82 |
| Kawasaki Heavy Industries 川崎重工 A diversified Japanese industrial group integrating physical AI into industrial robotics, semiconductor-manufacturing equipment, and edge-AI maintenance systems. | Japan | Industrial Automation & Robotics | Equipment & Materials, Power & Infrastructure, Edge AI & Devices | TSE: 7012 (Prime Market) | 2,311.267 billion yen | #83 |
| Toshiba 東芝 A privately held Japanese industrial technology group that supplies power semiconductors, hard disk drives, and energy infrastructure to support the physical and electrical demands of AI data centers. | Japan | Electronic Components | Power & Infrastructure, AI Server Hardware, Edge AI & Devices | Unlisted subsidiary | 3.7091 trillion yen | #84 |
| Kingsoft Cloud 金山云 A Chinese cloud provider supplying the compute capacity, model-training platforms, and private-deployment tools that enterprises need to build and run generative AI workloads. | China | Internet Platforms & Cloud | Cloud & AI Platforms, Power & Infrastructure | NASDAQ: KC (ADS) | US$1.4B | #85 |
| ASRock Rack 永擎 ASRock Rack designs and integrates server motherboards and GPU-dense systems, converting NVIDIA and AMD accelerator platforms into deployable AI infrastructure for cloud and enterprise customers. | Taiwan | Servers, PCs & ODMs | AI Server Hardware, Power & Infrastructure, Edge AI & Devices | TWSE: 7711 | NT$24.876 billion | #86 |
| LG Energy Solution LG에너지솔루션 A leading South Korean manufacturer of lithium-ion battery cells and energy-storage systems that support the electrical infrastructure required by AI data centers. | South Korea | Batteries & Energy | Power & Infrastructure, Edge AI & Devices | KRX: 373220 (KOSPI) | Korean won 23.672 trillion | #89 |
| KT 케이티 South Korea's second-largest telecommunications operator, providing the national network infrastructure, data centers, and sovereign-cloud environments required for domestic AI deployments. | South Korea | Telecom & Networking | Power & Infrastructure, Cloud & AI Platforms, Enterprise Applications | KRX: 030200 (KOSPI) | 28.244 trillion Korean won | #91 |
| Taiwan AI Cloud 台智雲 A Taiwan-based AI infrastructure and services company that integrates AI compute centers, operates GPU capacity, and deploys sovereign AI models for enterprise and public-sector customers. | Taiwan | IT Services & Security | Power & Infrastructure, Cloud & AI Platforms, Enterprise Applications | TPEx: 7735 (Emerging Stock Board) | NT$2.583 billion | #94 |
| DB HiTek 디비하이텍 A South Korean specialty foundry manufacturing analog and power semiconductors that support AI data centers, robotics, and industrial electronics. | South Korea | Foundry & Chip Manufacturing | Silicon & Foundry, Power & Infrastructure | KRX: 000990 (KOSPI) | Korean won 1.397 trillion | #95 |
| PSMC 力積電 A Taiwan-based foundry transitioning from mature-node logic and specialty memory to 3D wafer stacking, silicon interposers, and passive components for AI infrastructure. | Taiwan | Foundry & Chip Manufacturing | Silicon & Foundry, AI Server Hardware, Power & Infrastructure | TWSE: 6770 | NT$46.730 billion | #97 |
| LG Uplus LG유플러스 A South Korean mobile operator providing the data-center colocation, network infrastructure, and enterprise software required for domestic AI deployments. | South Korea | Telecom & Networking | Power & Infrastructure, Enterprise Applications | KRX: 032640 (KOSPI) | 15.45 trillion Korean won | #104 |
| Hua Hong Semiconductor 华虹半导体 / 华虹宏力 A Shanghai-headquartered pure-play specialty foundry operating mainly in mature and specialty process technologies, supporting AI servers and edge devices through power-management and analog chips. | China | Foundry & Chip Manufacturing | Silicon & Foundry, Power & Infrastructure, Edge AI & Devices | HKEX: 01347 | US$2.4B | #110 |
| NIO 蔚来 A Chinese smart electric-vehicle maker that develops in-house autonomous-driving silicon, vehicle AI software, and a proprietary battery-swapping network. | China | Automotive & Mobility | Edge AI & Devices, Power & Infrastructure | NYSE: NIO (ADS) | US$12.5B | #113 |
| Panasonic パナソニック ホールディングス A diversified Japanese industrial and technology group supplying battery cells, energy-storage systems, and electronic components for data centers and electric vehicles. | Japan | Electronic Components | Power & Infrastructure, Equipment & Materials | TSE: 6752 (Prime Market) | 8,048.7 billion Japanese yen | #116 |
| Samsung SDI 삼성SDI A South Korean battery and electronic-materials producer supplying energy-storage and backup-power systems for electricity-intensive AI data centers. | South Korea | Batteries & Energy | Power & Infrastructure, AI Server Hardware | KRX: 006400 | US$9.3B | #117 |
| ROHM ローム A Japanese integrated device manufacturer supplying power and analog semiconductors, discrete devices, and passive components for automotive and AI server power infrastructure. | Japan | Electronic Components | Power & Infrastructure, AI Server Hardware | TSE: 6963 (Prime Market) | 481.1 billion yen | #132 |
| SK On SK온 A South Korean manufacturer of lithium-ion battery cells for electric vehicles and energy storage systems, indirectly supporting AI-driven electricity demand through stationary power infrastructure. | South Korea | Batteries & Energy | Power & Infrastructure, Edge AI & Devices | Unlisted subsidiary | 6.9782 trillion won | #137 |
Revenue is the latest full fiscal year in each profile. Companies without a US-dollar figure show their reporting currency and sort last.
Bold: the company's main layer. Regular: a layer it also works in.
Tools, chemicals, wafers, and test gear used to make chips
Chip design, manufacturing, memory, and packaging
Servers, boards, components, cooling, and racks
Energy, batteries, networks, and data-center facilities
Compute capacity and platforms that host AI workloads
Companies that train foundation or domain models
Software and services that put AI to work in businesses
Phones, vehicles, robots, and devices running AI locally
Bold names have this as their primary layer. Many companies span more than one.
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