Energy & Utilities
Delta Electronics
A Taiwanese power electronics company supplying power supplies and thermal management products used across AI data centers and servers, benefiting directly from the AI infrastructure power and cooling buildout. Delta Electronics reported Q1 2026 revenue of NT$159.4 billion (up 36% year-over-year), an all-time-high gross margin of 37%, and after-tax net profit surging 101% to NT$20.55 billion, while AI-related revenue rose from roughly 23% of the power supply segment in 2025 to about 30% in Q1 2026.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 79% avg. source confidence
- Digitimes — Delta Electronics' 1H 2026 revenue up 41% as AI data center power and cooling demand accelerates78% source confidence
- BigGo Finance — Delta Electronics posts record 37% gross margin as Q1 2026 net profit surges 101%80% source confidence
Dependency Map
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.