News / Taiwan / cnyes
Delta Electronics Reports Record August Revenue of NT$64.59 Billion
Electronic Technology · Electronic Components · cnyes · 2026-09-09
2308
Delta Electronics saw its August revenue climb nearly 35% year-on-year, driven by robust demand for AI-related power and liquid cooling solutions.
What Happened
Revenue Performance: Delta Electronics reported August revenue of NT$64.59 billion, marking a 35% year-on-year increase. Cumulative revenue for the first eight months reached NT$474.27 billion, a 41% year-on-year growth, setting a new record for the period.
Business Drivers: The company continues to benefit from strong demand for AI-related power supplies and liquid cooling systems. Power and components remain the largest segment at 54% of revenue, followed by infrastructure at 34%, while automation and transportation account for 8% and 4%, respectively.
Operational Outlook: Chairman Ping Cheng stated that the AI growth trend remains strong, with expectations for a better performance in the second half of the year. The company is actively expanding its global footprint to meet rising demand.
Capital Expenditure: Delta Electronics projects its capital expenditure for this year to reach NT$70 billion, a 50% increase from last year's NT$46.6 billion. The company continues to announce overseas expansion plans to strengthen its global supply chain.