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Investing.com -- Delta Electronics reported record-high revenue for October 2025, reaching NT$57.4 billion, representing a 1% month-over-month increase and a 48% year-over-year jump.
The company’s infrastructure segment showed particularly strong performance with 6% month-over-month growth and a remarkable 159% year-over-year increase. Liquid cooling systems were a standout contributor, generating NT$10 billion in revenue for October, accounting for 17% of the company’s total revenue.
Looking ahead to the first quarter of 2026, Delta Electronics is expected to see continued sequential revenue growth in its AI server power business despite typical seasonal patterns. This growth is projected to be driven by new AI server power project ramps.
The company is estimated to benefit from a 30% power value increase for GB300 server racks compared to GB200 server racks, which should establish a strong foundation for AI server power revenue and margins throughout 2026.
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