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DigiTimes
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027
Delta Electronics is projecting a rise in capital expenditures, estimating NT$70 billion (approximately US$2.17 billion) in 2026, up from NT$46.1 billion (around US$1.43 billion) in 2025. This increase is attributed to growing demands in AI-related data centers and energy infrastructure initiatives. Such a scale-up is expected to influence HVDC shipments, particularly in 2027, signaling a strategic move to meet market needs.
Act nowConfidence: HighShort term horizon
Published 31 Jul 2026, 10:20 UTC1 min read
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Summary
TL;DR
- Delta plans to boost capital spending to NT$70 billion in 2026.
- This is a 52% increase from NT$46.1 billion in 2025.
- Growing demands from AI data centers are a primary driver.
- Energy infrastructure projects also contribute to the increase.
- HVDC shipments are expected to scale up significantly in 2027.
Interesting facts
- Delta's increased spending reflects optimism in AI and energy sectors.
- NT$70 billion in spending is a record high for the company.
- The shift highlights the intersection of AI technology and energy solutions.