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BackDelta Electronics' AI power supply shipments are strong and revenue hits a new monthly high in October
Delta Electronics' AI power supply shipments are strong and revenue hits a new monthly high in October
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自由时报12 minutes agoBusiness2 min readChinaView original

Delta Electronics' AI power supply shipments are strong and revenue hits a new monthly high in October

Delta, a major power supply manufacturer, benefited from the demand for AI data center construction, which led to booming shipments of advanced power supplies, and its revenue hit a new monthly high in October.

Delta ElectricOctober revenueAI data center

Quick Look

  • Delta Electronics benefited from the demand for AI data center construction, which drove the shipment of advanced power supplies.
  • Its revenue in October reached 74.666 billion yuan, a new monthly high, with a monthly increase of 14.2% and an annual increase of 30.1%.
  • The cumulative revenue in the first 10 months hit a new high for the same period.

AI-generated summary

Why It Matters

Delta Electronics is a major power supply manufacturer and has recently benefited from the global AI data center and server construction boom.

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Delta Electronics benefited from the demand for AI data center construction, which led to booming shipments of advanced power supplies. Its revenue in October was 74.666 billion yuan, a new single-month high. (File photo)

[Reporter Fang Weijie/Taipei Report] Delta Electric (2308), a major power supply manufacturer, benefited from the demand for the construction of AI data centers, driving advanced power supply shipments. Its revenue in October was 74.666 billion yuan, a new monthly high, with a monthly increase of 14.2% and an annual increase of 30.1%. In the first 10 months of this year, the cumulative revenue was 614.33 billion yuan, an annual increase of 36.32%, setting a new high for the same period.

Delta Electronics' revenue in October was 74.666 billion yuan, of which power supply and components accounted for 51%, infrastructure 36%, automation 8%, and transportation 5%. As the demand for AI servers and data centers continues to grow, Delta Electronics is actively deploying high-voltage direct current power supply (HVDC), liquid cooling and AI data center infrastructure. The subsequent growth momentum of related businesses and changes in product mix will become the focus of subsequent market observation.

Looking back, Delta Electronics' net profit attributable to owners of the parent company in the third quarter was 23.495 billion yuan, a quarterly decrease of 6.54% and an annual increase of 26.28%; earnings per share was 9.04 yuan, lower than 9.68 yuan in the second quarter and better than 7.16 yuan in the same period last year; gross profit margin was 34.08% , a quarterly decrease of 1.52 percentage points and an annual decrease of 0.79 percentage points; the operating profit rate was 16.55%, a quarterly decrease of 0.15 percentage points and an annual increase of 0.05 percentage points; the net interest rate was 11.92%, a quarterly decrease of 1.78 percentage points and an annual decrease of 0.46 percentage points.

Open Questions

  • Can revenue in subsequent months maintain this growth momentum?

Related Topics

Delta Electric
PeopleFang Weijie
PlacesTaipei
TopicsOctober revenueAI data centerpower supplyAdvanced power supply
This article was originally published by 自由时报.

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