2308.TW Delta Electronics
Power shelves and thermal for AI racks
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
2308.TW · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-29EarningsBeat / raise
Reported EPS 9.67 vs 9.61 expected (+0.6% surprise).
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7
2026-04-29EarningsMiss / cut
Reported EPS 7 vs 7.46 expected (-6.1% surprise).
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6
2026-02-25EarningsMiss / cut
Reported EPS 6.65 vs 7.54 expected (-11.8% surprise).
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5
2025-10-29EarningsBeat / raise
Reported EPS 7.15 vs 6.89 expected (+3.7% surprise).
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4
2025-07-30EarningsBeat / raise
Reported EPS 5.36 vs 4.41 expected (+21.6% surprise).
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3
2025-04-29EarningsBeat / raise
Reported EPS 3.94 vs 3.66 expected (+7.6% surprise).
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2
2025-02-25EarningsMiss / cut
Reported EPS 2.76 vs 4.29 expected (-35.6% surprise).
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1
2024-10-29EarningsMiss / cut
Reported EPS 3.74 vs 4.43 expected (-15.6% surprise).
Latest headlines
Auto-updated daily- Delta Electronics Unveils AI Modular Data Center with 800 VDC In-Row Power for NVIDIA Vera Rubin and Microgrid Solutions at Data Center World Asia 20262026-09-29
- Delta Bridges Energy and Compute for AI Factories Based on NVIDIA DSX™2026-09-17
- Delta Electronics Expands Malaysia Footprint with New Johor Bahru Office and AI Infrastructure Forum in Kuala Lumpur2026-07-28
- Delta Electronics (Americas) and X LABS Sign Technology Partnership MOU to Power Next-Gen AI Data Centers2026-07-14
- Delta Highlights Collaboration with NVIDIA in Advancing Energy-efficient 800 VDC Power and Cooling Solutions for AI Data Centers at OCP Global Summit 20262026-10-15
Alternative data that moves 2308.TW
Predictions involving 2308.TW
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-29 | 9.61 | 9.67 | +0.6% |
| 2026-04-29 | 7.46 | 7.0 | −6.1% |
| 2026-02-25 | 7.54 | 6.65 | −11.8% |
| 2025-10-29 | 6.89 | 7.15 | +3.7% |
| 2025-07-30 | 4.41 | 5.36 | +21.6% |
| 2025-04-29 | 3.66 | 3.94 | +7.6% |
| 2025-02-25 | 4.29 | 2.76 | −35.6% |
| 2024-10-29 | 4.43 | 3.74 | −15.6% |
| 2024-07-31 | 3.15 | 3.82 | +21.4% |
| 2024-04-30 | 2.43 | 2.21 | −9.0% |
| 2024-02-29 | 3.36 | 3.46 | +3.0% |
| 2023-10-31 | 3.78 | 3.59 | −5.0% |
| 2023-07-31 | 3.12 | 3.14 | +0.6% |
| 2023-04-27 | 2.85 | 2.65 | −7.0% |
| 2023-02-22 | 3.62 | 3.03 | −16.3% |
| 2022-10-27 | 3.51 | 4.25 | +21.1% |
| 2022-07-28 | 2.79 | 2.93 | +5.2% |
| 2022-04-28 | 2.19 | 2.33 | +6.5% |
| 2022-02-24 | 2.67 | 2.39 | −10.5% |
| 2021-10-28 | 3.1 | 2.44 | −21.2% |
| 2021-07-29 | 3.08 | 2.92 | −5.0% |
| 2021-04-28 | 2.39 | 2.53 | +6.0% |
| 2021-02-24 | 2.88 | 2.85 | −1.0% |
| 2020-10-27 | 3.11 | 3.21 | +3.2% |
About Delta Electronics
Website ↗Delta Electronics, Inc., together with its subsidiaries, provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally. It operates through Power Electronics, Mobility, Automation, and Infrastructure segments. The company offers inductors, transformer components, networking products, EMI filters, solenoids, current sensing resistors, power modules, and stamping and over molding components; embedded power, adapters, industrial and medical power solutions, industrial battery charging, USB socket outlets, and hydrogen power and high voltage power solutions; and DC brushless and EC fans and blowers, automotive thermal and thermal management solutions, liquid cooling and climate thermal solutions, and indoor air quality products. It also provides EV power electronics, traction, and X-in-1 products. In addition, the company offers d…
100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.
What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,171.6 | +2.77% | −14.2% | +29.9% | |
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €50.20 | +3.14% | −11.5% | +34.1% | |
| VICR Vicor | High-density power modules | $193.4 | +9.84% | −31.4% | +76.4% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $8.52 | +1.61% | −30.2% | +19.3% | |
| ON onsemi | SiC power and image sensors | $74.15 | +2.63% | −4.0% | +36.9% | |
| 2301.TW Lite-On Technology | AI server power supplies and shelves | NT$255.5 | 0.00% | −11.4% | +60.5% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.