Power supply and electronic components maker Delta Electronics Inc (台達電) reported record-high revenue of NT$161.61 billion (US$5.11 billion) for last quarter and said it remains positive about this quarter.
Last quarter’s figure was up 7.6 percent from the previous quarter and 41.51 percent higher than a year earlier, and largely in line with Yuanta Securities Investment Consulting Co’s (元大投顧) forecast of NT$160 billion.
Delta’s annual revenue last year rose 31.76 percent year-on-year to NT$554.89 billion, also a record high for the company.
Photo: CNA
Its strong performance reflected continued demand for high-performance power solutions and advanced liquid-cooling products used in artificial intelligence (AI) data centers, a Delta official said by telephone on Monday.
During the first three quarters of last year, AI-related power supply units (PSUs) accounted for 23 percent of the company’s total revenue, a sixfold increase from a year earlier.
PSUs used for AI servers made up about 50 percent of its total server PSU revenue during the period, company data showed.
This year, AI data center-related products are expected to remain a key revenue driver for Delta, especially advanced power solutions, high-voltage power products and advanced heat-dissipation products, the official said.
As power consumption in data centers continues to rise, centralized power supply solutions featuring power rack designs have become a major industry trend, and Delta has the capability to provide a complete product lineup to cloud service providers and data center operators, they said.
The company can also supply heat-dissipation products used in data centers, from liquid-to-air to liquid-to-liquid cooling systems, they added.
Delta is also developing power supply products for an 800 volt high-voltage direct-current structure and ±400 volt direct-current system for major cloud service providers, with mass production scheduled to start in the second half of this year, the company said earlier.
Delta’s facilities in Taiwan, Thailand and the US are operating at full capacity, and it plans to continue expanding capacity in Thailand this year after adding three plants at the end of last year, it said.
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