Delta optimistic on Q1 revenueEXPANSION: Delta Electronics is planning to expand its capacity in Thailand, India and the US, and has visited Mexico to gauge potential future investment thereBy Meryl Kao / Staff reporterPower supply and electronic components maker Delta Electronics Inc (台達電) yesterday said that it is optimistic about revenue this quarter and for the full year, as artificial intelligence (AI) infrastructure continues to drive demand for its power and thermal management products. Shipments of power products this quarter could be flat or increase slightly from last quarter, while those of cooling products are expected to decline from last quarter due to seasonality, the company said. Delta Electronics Inc chairman Cheng Ping speaks at an earnings conference in Taipei yesterday. Power electronics products accounted for 50 percent of Delta’s revenue of NT$161.61 billion last quarter, followed by infrastructure products at 37 percent, automation devices at 9 percent and mobility applications at 4 percent. Delta is planning to expand its capacity in Thailand, India and the US, and has visited Mexico to gauge potential future investment there, he said.

Source: Taipei Times February 26, 2026 16:20 UTC