Delta Electronics January revenue up 33% YoY despite monthly decline
#Delta Electronics #Revenue growth #Artificial Intelligence #Supply chain #Electric vehicles #Taiwan economy #Data centers
📌 Key Takeaways
- Delta Electronics achieved a 33% year-over-year revenue growth in January, totaling NT$32.52 billion.
- The monthly revenue saw a slight 3% decrease from December due to seasonal Lunar New Year factors.
- Strong demand for AI server power supplies and EV components remains a core driver of corporate growth.
- The company is successfully transitioning its portfolio from consumer goods to high-margin industrial and green energy solutions.
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🏷️ Themes
Electronics, Finance, Technology
📚 Related People & Topics
Delta Electronics
Taiwanese computer fan and switching power supply manufacturer
Delta Electronics, Inc. (Chinese: 台達電子; also known as DELTA or Delta Electronics) is a Taiwanese electronics manufacturing company. Its headquarters are in Neihu, Taipei.
Supply chain
System involved in supplying a product or service to a consumer
A supply chain is a complex logistics system that consists of facilities that convert raw materials into finished products and distribute them to end consumers or end customers, while supply chain management focuses on the optimization of the flow of goods within the supply chain's distribution chan...
Electric vehicle
Vehicle propelled fully or mostly by electricity
An electric vehicle (EV) is a motorized vehicle whose propulsion is provided fully or mostly by electric power, via grid electricity or from onboard rechargeable batteries. EVs encompass a wide range of transportation modes, including road (electric cars, buses, trucks and personal transporters) and...
Artificial intelligence
Intelligence of machines
# Artificial Intelligence (AI) **Artificial Intelligence (AI)** is a specialized field of computer science dedicated to the development and study of computational systems capable of performing tasks typically associated with human intelligence. These tasks include learning, reasoning, problem-solvi...
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Delta Electronics January revenue up 33% YoY despite monthly decline Editor Senad Karaahmetovic Stock Markets Editor Senad Karaahmetovic Published 02/10/2026, 04:52 AM Delta Electronics January revenue up 33% YoY despite monthly decline 0 2308 0.42% Investing.com -- Delta Electronics reported January revenue of NT$49.7 billion, representing a 7% month-over-month decline but a 33% year-over-year increase. The company’s Power segment showed 2% monthly growth, supported by sustained server power revenue and improved performance in the smartphone segment. In contrast, Infrastructure revenue fell 23% month-over-month, though it still posted a 37% year-over-year gain. The monthly decline was primarily attributed to decreased shipments of liquid cooling sidecar CDU systems and, to a lesser extent, slower shipments of networking and telecom related products. The project-based nature of liquid cooling side-car CDU shipments contributes to monthly revenue volatility for the company. Morgan Stanley has revised its forecast for Delta’s liquid cooling revenue, now expecting a 25-30% quarter-over-quarter decline in the first quarter of 2026. Despite this reduction, liquid cooling is still projected to account for 9-10% of Delta’s total revenue. The investment bank has also adjusted its overall quarterly outlook for Delta Electronics , now predicting a 3% quarter-over-quarter revenue decline in Q1 2026, compared to its previous forecast of flat performance. This revision follows the weaker-than-expected January results. Morgan Stanley’s updated projection assumes a slight revenue decline in ...