Delta Electronics stock unveils new AI data center power systems

Published on 09/29/2026 at 15:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Delta Electronics stock gets a fresh AI infrastructure reference dated September 29, 2026, covering 800 VDC power and liquid cooling. Q2 2026 EPS was TWD 0.06 above estimate.

Delta Electronics, TW0002308004, Illustration mit AI erstellt.

Delta Electronics stock gained a new AI infrastructure reference on September 29, 2026, as TradingKey reported the company had introduced an AI modular data center built around 800 VDC in-row power and liquid cooling. The product package links Delta's power, thermal management and microgrid systems to the NVIDIA Vera Rubin architecture.

Delta expands AI power systems

The September 29, 2026 release describes an in-row power architecture with 660 kW of output, up to 98 percent AC-DC efficiency and 480 kW of battery backup capacity. Delta also presented a 3.6 MW high-voltage direct-current coolant distribution unit and containerized data center systems delivering up to 60 kW per rack.

The announcement gives investors a concrete measure of Delta's strategy: power conversion and cooling are being packaged as one data center infrastructure offer. The company said its liquid-to-air cooling design can achieve a power usage effectiveness level as low as 1.19, while its microgrid system combines renewable energy, storage, solid oxide fuel cells and solid-state transformers.

Q2 earnings beat EPS estimate

In Q2 2026, Delta Electronics generated TWD 183.26 billion in revenue and TWD 25.14 billion in net income. Yahoo Finance shows GAAP EPS of TWD 9.67 against a TWD 9.61 estimate, a TWD 0.06 beat for the quarter ended June 30, 2026.

The earnings profile adds balance to the AI story. Revenue reached TWD 183.26 billion in Q2 2026, while net income reached TWD 25.14 billion, giving the company a reported profit margin of 13.72 percent for the quarter.

Analyst target stays above Taiwan quote

MarketScreener listed a Buy consensus from 22 analysts on September 23, 2026, with an average target of TWD 2,469.64 and a low target of TWD 1,330.00. Its quoted Taiwan Stock Exchange reference was TWD 1,900.00 on that date, placing the average target TWD 569.64 higher.

Market value reaches TWD 4.8 trillion

Delta Electronics had a market capitalization of TWD 4.8 trillion on September 29, 2026. Its 52-week range was TWD 851.00 to TWD 2,585.00, putting the current market value below the yearly high while the AI infrastructure rollout supplies a measurable operating theme.