News zum Sektor Elektronik / Software aus Thailand

 

Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported consolidated revenue of NT$65.603 billion in June, up 11.3% from May and 55.4% from a year earlier, while first-half 2026 revenue reached NT$342.609 billion, up 41% year on year....

Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters...

As AI shifts from training to inference and agents, computing and power demand are growing exponentially, putting energy supply and load stability at the center of the industry's next challenge. At the recently concluded Computex 2026, Delta Electronics and Liteon Technology showcased power supply solutions as data centers grapple with "tokens per watt" efficiency metrics and sharp current peaks....

Delta Electronics warned that existing AC-DC power architectures will face fundamental challenges within the next one to two years as AI server rack power approaches megawatt levels, and said high-voltage direct current power designs are emerging as the key solution. The company announced the PowerCycle MW-class HVDC supply that supports 800V and ±400V architectures and uses flexible rack deployment of power and battery backup modules to optimize space, cooling, resilience, and scalability....

Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics chairman Ping Cheng said the bottleneck is already delaying projects, pushing operators toward self-owned power systems and off-grid microgrids....

The third-heaviest weighed company on the Taiwan stock exchange has flagged incoming power crunch and key components shortage amid rising demand of AI servers in the current geopolitical scenario. (Source: Bloomberg)...

Delta Electronics said at COMPUTEX 2026 that it has launched a prefabricated AI modular data center designed to speed deployment of AI infrastructure by cutting IT build time by about 60%. The move underscores how vendors are racing to support global demand for denser, faster, and more power-efficient AI facilities....

The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in the ever-escalating battle....

Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing shift. He made the remarks on June 1 during a pre-event dialogue ahead of Nvidia GTC Taipei....

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....