By Meryl Kao / Staff reporter
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Delta Electronics Inc (台達電) yesterday said revenue this quarter is expected to increase from the previous quarter’s NT$183.26 billion (US$5.65 billion), driven by demand for its power and thermal management products amid robust investment in artificial intelligence (AI) infrastructure.Business in the second half of the year is also expected to outperform the first half, supported by seasonal effects and demand for AI data center-related products, Delta chairman Ping Cheng (鄭平) told an earnings conference in Taipei.Power electronics products accounted for 53 percent of Delta’s revenue last quarter, followed by infrastructure products at 34 percent, automation devices at 8 percent and mobility applications at 5 percent, the company said.
Delta Electronics Inc chairman Ping Cheng speaks at an earnings conference in Taipei yesterday.
Overall, AI-related products are expected to contribute more than 25 percent of the company’s revenue this year, it said.Despite market concerns over returns on AI investments, Delta has yet to see any significant weakening in AI data center buildout, as major hyperscalers maintain elevated capital expenditure, with some planning to increase spending next year, Delta vice president Lanford Liu (劉亮甫) said.
