Revenue YoY YoY +34.9%

Delta Electronics, Inc. 台達電

2308 · Systems & Downstream · AI Server Power & Thermal · TWSE · par NT$ 10

World leader in switching-power supplies, server-rack PSUs, EV powertrain inverters, thermal solutions, and industrial automation; significant exposure to AI-server power infrastructure.

Systems & Downstream · 25 peers, this one outlined

below −10%above +50%

68TECHI health

Revenue (TERMI)64Profitability100Quality53Sentiment56

0–100, mostly how each is changing against the company’s own history, not its level

Sep 2026 flash, provisional: TECHI 76 (+8.3) · TERMI 83 (+18.4) · tier-informed