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Delta Electronics Hits Record Monthly Revenue of NT$74.67 Billion in October
Electronic Technology · Electronic Components · economic_daily · 2026-11-09
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Delta Electronics reported a record-breaking October revenue of NT$74.67 billion, driven by robust demand for AI data center applications.
What Happened
Revenue Performance: Delta Electronics achieved a record monthly revenue of NT$74.67 billion in October, representing a 30.1% year-over-year increase. Cumulative revenue for the first ten months of the year reached NT$614.33 billion, marking a 36.3% growth.
Market Outlook: Chairman Cheng Ping noted that the company is adjusting prices with clients to offset rising material costs, with impacts expected through Q1 of next year. Analysts anticipate quarterly revenue will exceed NT$200 billion for the first time, setting a new high for the third consecutive quarter.
AI Strategy: The company expects AI-related revenue to account for 50% of its total annual revenue, with power supply products remaining the primary driver. Liquid cooling technology is a major contributor, accounting for 13% of Q3 revenue and projected to maintain that share for the full year.
Stock Performance: Supported by strong institutional buying, Delta Electronics shares surged to the daily limit of NT$1,160, reflecting investor confidence in the company's AI-driven growth trajectory.