News zum Sektor Elektronik / Software aus Thailand

 

Delta Electronics is leaning on artificial intelligence demand to sustain growth while preparing for longer-term opportunities in micro grids and higher-end automotive systems, even as its electric-vehicle business remains under pressure....

Find insight on Mitsubishi Electric, Bangkok Airways, Cathay Pacific and more in the latest Market Talks covering auto and transport sector....

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and related standards need updating to reflect a fundamentally changed market structure....

Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries....

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module production and system integration. Delta Electronics has emerged as a prominent example, with its aggressive global expansion plans also accelerating capacity investments by suppliers, including rack maker JPP Holding and battery module supplier Dynapack International Technology in Thailand....

Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue momentum in April, supported by continued expansion in AI data center-related business....

Thailand Emerges As Possible Hub In Nvidia Chip-Smuggling Channel To Alibaba New details have emerged in the alleged AI chip diversion scheme involving the co-founder of Super Micro Computer. Bloomberg reports that some of the $2.5 billion worth of servers containing advanced AI chips were allegedly routed through a Bangkok-based company before reaching Chinese AI leader Alibaba. The Bloomberg report noted: US prosecutors this year outlined a scheme in which Super Micro's co-founder allegedly worked with an unnamed Southeast Asian company and a "rotating cast" of third-party brokers to divert the AI semiconductors in violation of US trade rules. The Southeast Asian firm the prosecutors didn't name, identified only as Company-1, is Bangkok-based OBON Corp., the people said. Some of the $2.5 billion worth of servers sold to OBON allegedly went to Chinese AI leader Alibaba, according to the people, who requested anonymity to discuss a sensitive legal and geopolitical matter. It is important to ...

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A key company behind Thailand's national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter....

As global supply chains continue shifting under "China+1" and "Taiwan+1" strategies, Southeast Asia has emerged as a key destination for semiconductor and electronics investment. For Taiwanese power and automation company Delta Electronics, Malaysia is becoming a central part of that regional expansion strategy....

Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability in semiconductor packaging production amid intensifying industry demands....

Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate its push into the growing smart building market. The integration brings together VIVOTEK and March Networks to jointly target retail, financial services, transportation, factories, and smart cities....

Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects. The firm disclosed quarterly revenue of NT$159.4 billion (US$5.05 billion) in the first quarter, up 34% year-over-year, and record gross and operating margins of 37% and 17.8%, respectively, attributing the gains to a higher mix of AI products, scale effects, and a one-time compensation payment related to certain electric vehicle projects....

Delta Electronics Inc. plans to accelerate plant expansions to address production bottlenecks after surging demand for artificial intelligence data centers drove first-quarter earnings to a record....

Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers and data center infrastructure worldwide. Global customers and suppliers may face shifts in supply chains and competition as the company ramps up local manufacturing and overseas funding for growth....

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FREMONT, Calif., April 16, 2026 /PRNewswire/ -- Delta, a global leader in power management and smart green solutions, today announced a significant sustainability milestone toward its global RE100 commitment, with its operations in the Americas region achieving 100% renewable electricity......

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Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling. Worldwide operators face pressure to adopt liquid cooling and higher-voltage DC power, affecting data center design, supplier strategies, and procurement across regions and markets....

Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement of cold plates and, at GTC, named four suppliers: Asia Vital Components (AVC), Cooler Master, Jentech, and Delta Electronics....