Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
One daysingle sourceOne outlet reported this, in 2 reports over 1 day - no second voice in this corpus.
All 2 reports on Fri, 30 October 2026
What it is about
Who published it, and when
original reportfirst to report
digitimes.com
30 Oct, 01:32over 1 hour30 Oct, 01:52
How it spread - 2 original reports
Fri, 30 October 2026
2 reports- digitimes.com01:32first to report
Delta Electronics expects 4Q26 operations to improve from the third quarter, supported by AI data center construction, as it secures material supplies and maintains buffer inventory amid shortages.
- digitimes.com01:52
Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict, Delta Electronics chairman Ping Cheng said at an investor conference on October 29. Delta will continue developing HVDC and solid oxide fuel cell (SOFC) systems to pursue opportunities in data center power supply and energy efficiency.