AI-driven electricity demand is now Delta's core growth engine, fundamentally reshaping both its revenue mix and energy strategy. (Photo: Wendy Lo)
Delta Electronics’ latest earnings underscore a structural shift. AI-driven electricity demand is now the company’s core growth engine, fundamentally reshaping both its revenue mix and energy strategy.
In 2025, revenue rose 32% year-on-year to NTD 554.9 billion (USD 17.76 billion), while net profit after tax increased 71% to NTD 60.1 billion (USD 1.92 billion). Infrastructure revenue expanded 82%, reflecting accelerating demand for power systems, energy conversion, and supporting infrastructure inside hyperscale AI facilities.
To meet this surge, Delta opened three new factories in Thailand and is repurposing EV manufacturing space to support data center production, while advancing modular fuel cell systems designed to power hyperscale facilities facing grid constraints.
