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DigiTimes
Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total
Delta Electronics has announced an increase in its capital expenditures for 2026, raising the budget to NT$70 billion from NT$46.1 billion in 2025. This rise is attributed to growing demand in AI data centers and infrastructure projects. With anticipations of AI-related sales surpassing 25% of total revenue, the company indicates a substantial shift toward AI-driven solutions. This investment aligns with broader industry trends towards enhancing capabilities in AI and energy sectors.
MonitorConfidence: HighMid term horizon
Published 31 Jul 2026, 04:21 UTC1 min read
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Summary
TL;DR
- Delta's capex will rise to NT$70 billion in 2026.
- Increase driven by demand for AI data centers.
- AI-related sales expected to exceed 25% of total revenue.
- Prior year's capex was NT$46.1 billion.
- Investment reflects a strategic shift towards advanced technologies.
Interesting facts
- Delta's investment strategy indicates a strong belief in AI's growing impact.
- This investment marks a significant increase in annual capital spending.
- The shift is part of a larger trend in the industry to capitalize on AI advancements.