Power supply and electronic component maker Delta Electronics Inc (台達電) on Wednesday reported revenue of NT$42.2 billion (US$1.44 billion) for last month, up 21.2 percent year-on-year and 2.8 percent month-on-month, driven by rising demand for power and heat dissipation products from artificial intelligence (AI) server customers.
Second-quarter sales reached NT$124.04 billion, a record high for a single quarter, it said. That represented an increase of 19.92 percent annually and 4.2 percent quarterly.
Delta attributed last quarter’s robust results to front-loaded orders ahead of US President Donald Trump’s planned tariffs on Taiwanese goods.
Photo: Ritchie B. Tongo, EPA-EFE
It also came from strong demand from AI data centers for power systems and liquid cooling solutions, a Delta official told the Taipei Times by telephone yesterday.
Cumulative revenue in the first half of this year rose 24.76 percent year-on-year to NT$242.95 billion, also the highest for the period, the company said.
Delta is working on heat dissipation components for Nvidia Corp’s GB300 servers in close collaboration with customers, and shipments of its advanced liquid cooling products have remained stable so far this year, said the official, who declined to be named.
However, a weaker greenback has slightly affected the company’s sales, as most of its receivables are denominated in US dollars, the official said.
Delta has continued to adopt a natural hedging strategy to mitigate the impact, and the company would disclose foreign-exchange losses at its second-quarter earnings conference on July 31, the official added.
The company’s Thai unit, Delta Electronics (Thailand) PCL, is building five new factories in the Southeast Asian nation, with construction proceeding as scheduled, the official said.
The timeline for mass production at the new factories would depend on customer demand and operational plans, the official said.
Thailand is Delta’s second-largest overseas production site after China.
Delta earlier this month acquired manufacturing facilities in Taoyuan’s Guanyin District (觀音) for NT$6.95 billion, which it plans to use for producing hydrogen energy, power storage and data center-related products, the official said.
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