
AI-generated summary
Delta is a world-renowned power supply manufacturer. In recent years, benefiting from the growing demand for power supplies from high-performance computing equipment such as AI servers, its business has also expanded into the fields of industrial automation and electric vehicles.
Delta Electronics has benefited from the continued strong demand for AI server power supplies, which has driven strong shipment momentum for related orders. (File photo)
[Reporter Fang Weijie/Taipei Report] Delta Electronics (2308), a major power supply manufacturer, benefited from the continued strong demand for AI server power supplies, which has driven strong shipments of related orders. It rebounded from the lows today under the ignition of buying orders, rising by more than half the daily limit during the session. As of 10:37 a.m., it was provisionally quoted at 1,705 yuan, an increase of 5.25%, with a trading volume of 9,321 contracts.
Looking back, Delta Electronics' revenue in August was 64.586 billion yuan, a month-on-month decrease of 3.7% and an annual increase of 35%. In this regard, European foreign investment analysis shows that the company's August revenue decreased month-on-month but increased year-on-year, indicating that demand is still supportive. Revenue in September is expected to moderately return to the month-to-month growth track. In the fourth quarter, the accelerated mass production of new products will stimulate stronger performance.
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Judging from Delta's latest revenue distribution, the power supply business accounts for the highest proportion, reaching 54% of the total, while infrastructure accounts for 34%, automation 8%, and automotive 4%. In addition to advanced server power supplies, Delta Electronics is also further integrating industrial automation and electric vehicle businesses, focusing on next-generation power conversion technology for industrial electric vehicles (IEV), targeting application markets such as material handling, warehousing automation, and logistics.
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AI outlook — possibilities, not facts
Delta's September revenue will moderately return to month-to-month growth track
Likely · Within weeks
In the fourth quarter, performance will become stronger due to accelerated mass production of new products.
Likely · Within months

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