SecondSourceJudgment rebuilt from primary sources

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.

Concept illustration: a large billboard on a building's roof shows two stacks of flat discs standing on one horizontal line, a shorter white stack on the left and a taller brick-red stack on the right, set against a pale pink panel. Below the billboard's support struts, the building's front carries a sign with a blue triangle mark and the lettering DELTA ELECTRONICS, above rows of windows. Printed on the image: +30.1% Oct revenue vs. year ago, Delta self-compiled.

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 →

Source and checks

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.

Cite this item

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.