Delta Electronics' AI Power Growth Set to Accelerate
Dow Jones
Sep 09
0734 GMT - Delta Electronics is entering a stronger artificial-intelligence-driven growth phase as next-generation power systems move into mass production, helping offset near-term supply chain bottlenecks, according to a Fubon Research report. While power-management chip shortages are expected to weigh on 3Q revenue, Fubon expects growth to reaccelerate in 4Q as supply constraints ease and demand for AI server power equipment remains strong. Fubon reiterates its buy rating, citing coming contributions from high-voltage direct current systems and power solutions for Nvidia's Vera Rubin platform. Delta is expected to maintain its leadership in AI server power infrastructure, supported by its research capabilities, broad product portfolio and manufacturing scale, Fubon says.
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