Delta Electronics, a maker of power and cooling components, reported October consolidated revenue of NT$74.666B, up 30.1% from a year earlier, and the announcement gives no product breakdown.

AI data-center power demand is the usual outside explanation, but Delta's self-compiled monthly revenue can't show how much of the growth comes from AI. September revenue was NT$65.400B, so October was up 14.2% on September. January-to-October revenue was NT$614.334B, up 36.3% on the same period last year (Taiwan Stock Exchange, 2026-11-09). Monthly revenue isn't reviewed by auditors, and the announcement doesn't state the effect of exchange rates. Next to watch: whether Delta gives the revenue share of AI power products at its fourth-quarter earnings call. How we checked →
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This item ran in the brief of Nov 10, 2026, alongside 12 other items. How we checked it, the quote checks and what was still missing that day are on that issue's How we checked page.
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SecondSource (2026). "Delta Electronics, a maker of power and cooling components, reported October consolidated revenue of NT$74.666B, up 30.1% from a year earlier, and the announcement gives no product breakdown.." https://secondsource.io/en/news/2026-11-10-5/. Accessed access date.