At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected to outperform the ...

Despite threats from US import tariffs and a looming artificial intelligence (AI) bubble, Delta Electronics (Thailand) is confident of achieving double-digit growth in revenue this year and next as ...

Delta Electronics' revenue for the first quarter of 2025 was up 4% from the previous quarter to TWD 119 billion. Operating margin surged 243 basis points sequentially to 11.8% as data center clients ...

Delta Electronics' AI segment has a positive growth outlook, as this segment's sales contribution is expected to rise from a low-single digit percentage last year to a double-digit percentage this ...

We maintain our fair value estimate of TWD 33 for narrow-moat Delta Electronics after minor changes to our model. Shares appear overvalued as the bullish outlook in artificial intelligence servers is ...