Delta’s RF Acquisition Bolsters Semiconductor Supply Chain, Powers Next-Gen Chip Production

TAIPEI, November 15, 2025 – Delta Electronics, a global leader in power management solutions, has taken a decisive step to reinforce its position in the critical semiconductor manufacturing supply chain with the acquisition of Japan’s Noda RF Technologies Co., Ltd. (NRF). The deal, valued at approximately JPY 5.024 billion (approximately NT$1.034 billion), sees Delta taking 100% ownership of NRF, a specialized provider of radio frequency (RF) power supply systems crucial for advanced chip production.

While Delta has long been a supplier of power and thermal management solutions to semiconductor manufacturers, this acquisition represents a significant strategic shift – a move into a core component of the chip manufacturing process itself. This vertical integration aims to not only expand Delta’s revenue streams but also enhance the resilience of a global supply chain increasingly vulnerable to geopolitical tensions and component shortages.

The Importance of RF Power in Chip Fabrication

RF power supplies are indispensable in several key semiconductor manufacturing processes, including etching, chemical vapor deposition (CVD), and physical vapor deposition (PVD). These processes are fundamental to building the intricate layers that make up modern microchips. The precision and stability of the RF power supply directly impact wafer yield, process control, and ultimately, the performance and reliability of the final chip.

“The quality of RF power systems is often underestimated but plays a huge role in achieving optimal chip production,” says an industry analyst who requested anonymity. “A stable, precise RF supply minimizes defects and maximizes the number of usable chips extracted from each wafer.”

NRF has established itself as a specialist in this niche area, catering to leading semiconductor equipment manufacturers. Unlike broader power supply providers, NRF’s focused expertise allows it to deliver highly customized solutions tailored to the demanding requirements of advanced chip fabrication. “They’re known for their ability to meet incredibly tight specifications,” says another source familiar with the company’s technology.

Strategic Implications for Delta

The acquisition aligns perfectly with Delta’s broader strategy to become a comprehensive solution provider for the semiconductor industry. By internalizing the RF power supply component, Delta gains greater control over the entire production process, reducing its reliance on external suppliers and potentially lowering costs.

“This isn’t just about adding revenue,” explains a source within Delta. “It’s about securing our position in a critical supply chain and ensuring we can continue to deliver cutting-edge solutions to our customers.”

Furthermore, the deal allows Delta to capitalize on the burgeoning demand for advanced semiconductors driven by applications such as artificial intelligence, 5G, and electric vehicles. The company is well-positioned to benefit from the ongoing investments in chip manufacturing capacity worldwide.

Bolstering Supply Chain Resilience

The semiconductor industry has been grappling with significant supply chain disruptions in recent years, exacerbated by the COVID-19 pandemic and geopolitical instability. The acquisition of NRF is seen as a proactive step towards building a more resilient and secure supply chain.

By bringing RF power supply manufacturing in-house, Delta reduces its exposure to external shocks and minimizes the risk of production delays. This is particularly crucial for customers who rely on a steady supply of chips to maintain their own operations.

“Diversification and regionalization of the supply chain are critical,” notes an industry observer. “Companies are realizing they can’t rely on a single source for critical components.”

Future Outlook

The integration of NRF into Delta’s operations is expected to take several months. The company plans to leverage NRF’s expertise and technology to enhance its existing product portfolio and develop new solutions for advanced chip manufacturing.

Delta also intends to expand NRF’s reach beyond its current customer base, leveraging its global sales and marketing network. The company sees significant opportunities to grow the RF power supply business and solidify its position as a leading provider of power solutions for the semiconductor industry.

While the semiconductor landscape remains dynamic and competitive, Delta’s strategic acquisition of Noda RF Technologies demonstrates a clear commitment to innovation, supply chain resilience, and long-term growth. This move positions the company to capitalize on the evolving demands of the semiconductor industry and deliver cutting-edge solutions to its customers around the world.