News zum Sektor Elektronik / Software aus Thailand

 

20 August 2025   Ashoka WhiteOak Emerging Markets Trust plc (the 'Company')   Monthly Update – July 2025   The Company's monthly factsheet as at 31 July 2025 is now available: https://awemtrust.com/factsheet/   The Fund was up 4.9% in July 2025, underperforming the benchmark by 0.63%. The key contributors include TSMC (+10.9%), Samsung Electronics (+20.3%), and Delta Electronics (+39.1%), whereas OneSource Specialty Pharma (-9.1%), CIE Fin. Richemont (-9.4%), and SK Hynix (-5.6%) were the key detractors.   Market Review   In July 2025, the MSCI EM...

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At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected to outperform the first, driven by sustained capital expenditure growth from major cloud service providers (CSPs)....

The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as DynaPack, Delta Electronics, AES, and Lite-On are set to continue benefiting from this trend....

Angreifer können mit industriellen Kontrollsystemen von Delta Electronics, National Instruments und Samsung ausgestattete kritische Infrastrukturen attackieren....

Delta Electronics inaugurated its new Smart Manufacturing Innovation Center on July 25, 2025, a comprehensive facility designed to support the global shift toward decentralized production and centralized management. The new facility aims to bolster industrial automation capabilities by offering an all-in-one service for machine operation, technical testing, and certification in a real-world industrial setting....

Thailand Warns Border Crisis With Cambodia "Could Escalate Into War" The geopolitical powder keg along the heavily disputed Thailand-Cambodia land border has been lit this week, with both countries exchanging heavy fire. Thailand's acting leader warned on Friday that the conflict could escalate into a war.  Acting Prime Minister Phumtham Wechayachai told reporters earlier, "This situation could potentially develop into a war. At present, it is still considered an armed clash involving heavy weaponry."  The Thailand and Cambodian conflict is escalating. Thailand is now deploying its M48A5 tanks toward the front lines. I go to sleep for 6 hours and there's a new war. pic.twitter.com/HStHIh4ZPq — Open Source Intel (@Osint613) July 25, 2025 The Thailand-Cambodia conflict marks some of the worst cross-border fighting in decades, with at least 15 people killed so far - mostly civilians and one soldier. As the clashes enter their second day, over 100,000 people have been e...

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President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected semiconductor smuggling into China....

Engaging in renewable energy and new energy applications is one of the emerging trends in industrial development. Recognizing the potential of the future renewable and new energy markets, Delta Electronics is actively investing in related technologies and product development. On July 1, 2025, the company announced it would acquire land and factory buildings from tire manufacturer Federal located in Guanyin for NT$6.95 billion (approx. US$238.9 million), establishing a base for large-scale solutions including hydrogen energy, data centers, and energy infrastructure....

Whether driven by corporate responsibility or other considerations, renewable energy has become a crucial factor in current business development plans. On July 1, Delta Energy, the renewable energy power sales subsidiary of Delta Electronics, announced a partnership with semiconductor testing giant Ardentec to procure small hydropower renewable energy and support the industry's energy transition....

Delta Electronics revealed on June 18 its intention to acquire shares worth up to US$11.78 million in ACT Genomics Holdings Company Limited, a prominent cancer testing firm in Asia. The goal is to attain over 90% ownership, contingent on fulfilling contractual terms and obtaining regulatory approval....

CHARLOTTE, N.C., June 18, 2025 (GLOBE NEWSWIRE) -- Prenetics Global Limited (NASDAQ: PRE) (“Prenetics”), a leading consumer health sciences company, today announced it has entered into a definitive agreement to divest its ownership in ACT Genomics Holdings Company Limited (“ACT Genomics”) to Delta Electronics, Inc. (TWSE: 2308) (“Delta”). Delta is a global leader in power management and smart green solutions, as well as a provider of healthcare technologies. The transaction regarding Delta's acquisition of up to 100% ACT Genomics' shareholdings is valued at up to US$71.78 million. Prenetics, holding a majority stake in ACT Genomics, will receive a gross proceed of approximately US$46 million in cash post-closing of the transaction and subject to customary release conditions. With a cash balance of US$44 million1, this divestment bolsters Prenetics financial position, increasing its pro-forma cash reserves to approximately US$86 million2 and with $117 million pro-forma short term assets3, w...

The NTU SoC Center convened a forward-looking technology forum on June 5 to explore the future development of AI-powered robots. Industry veterans and thought leaders from Google Taiwan, MediaTek, Delta Electronics, and Realtek participated in the event, sharing insights on the trajectory and hurdles of the emerging field....

TAIPEI, June 6, 2025 /PRNewswire/ -- The Delta Electronics Foundation announced a new collaboration with the Jane Goodall Institute and the National Museum of Marine Science and Technology (NMMST) to promote coral restoration education. Using the science picture book 'Saving Our Coral......

Hong Kong-listed stocks BYD COMPANY (01211.HK) HKT-SS(06823.HK) TENCENT (00700.HK) ZIJIN MINING (02899.HK)Other regional stocks KWEICHOW MOUTAI(600519.SH)INOVANCE TECH(300124.SZ) Australia's AGL Energy Ltd(AGL.AX) India's Bajaj Finance(BJFN.NS) Australia's Coles Group(COL.AX) Taiwan's Delta Electronics(2308.TW) I......

Panel manufacturer Innolux has partnered with Delta Electronics to build the first large-scale energy storage system (ESS) in the Southern Taiwan Science Park, establishing an energy storage site at its seventh plant with an installed capacity of 40MW/70MWh....

The artificial intelligence (AI) boom is fueling a significant increase in global energy demand, with data center electricity consumption expected to double by 2030, according to Delta Electronics Chairman Ping Cheng....

As vehicle electrification gains momentum, comprehensive solution providers are becoming pivotal to the EV supply chain. At the 2035 E-Mobility Taiwan show—held in 2025 despite its forward-looking title—Delta Electronics presented a broad suite of solutions under the theme "e-Charging Hub."...

Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities....