Delta Electronics Reports Record May Revenue Driven by AI Power Solutions

Delta Electronics, a major power supply manufacturer, announced its May revenue reached NT$58.96 billion (approximately $1.8 billion USD). This figure represents a 0.5% increase month-over-month and a substantial 43.7% rise year-over-year, setting a new record for the month of May and standing as the second-highest monthly revenue in the company's history. For the first five months of 2026, cumulative revenue totaled NT$277 billion, a 40% increase compared to the same period last year.

The company continues to prioritize its "Grid to Chip" power solutions strategy, identifying it as a key direction for long-term development. Management believes that the increasing demand for stable power and energy efficiency in AI data centers presents a significant opportunity. Delta's solid-state transformers, a product of its long-term investment, are expected to see a market explosion next year. The widespread adoption of these transformers could redefine existing power systems and drive overall efficiency improvements.

Furthermore, Delta is advancing its high-voltage direct current (HVDC) solutions. Its ±400V DC products began mass production and shipment this year, while the 800V DC architecture is being developed in conjunction with next-generation AI platforms, with gradual volume increases anticipated from 2027. In the realm of cooling solutions, liquid-to-air systems generated nearly NT$50 billion in revenue last year and are projected to continue growing this year. As AI server power architectures become more modular, Delta is also developing power cabinets and battery backup units (BBUs), expecting increased shipments as these integrated solutions become more prevalent.

With the growing contribution of AI-related products, Delta anticipates its consolidated gross profit margin for 2026 to surpass that of 2025, with potential for sequential quarterly increases. The company's strategic investments in advanced power solutions for burgeoning sectors like AI are positioning it for continued financial success.