2308
台達電
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Delta Electronics
Customers
Competitors
Notes
Delta Electronics (TWSE: 2308) is a Taiwanese company, not Korean (KRX ticker 2308 is incorrect for this firm). It is a leading global supplier of high-efficiency power supplies and thermal management for AI servers, benefiting from NVIDIA's GB200/GB300 ramp. Its role in the semiconductor supply chain is downstream — providing power and cooling infrastructure rather than fab or packaging equipment.
Delta Electronics is disclosing, on behalf of its Norwegian subsidiary Eltek Norway AS, the material resolutions adopted at the subsidiary's 2026 Extraordinary General Meeting of Shareholders (EGM). Because extraordinary meetings are convened specifically for non-routine corporate actions—such as capital restructuring, mergers, or significant governance changes—investors should review the full body on MOPS to assess the nature and scope of the resolutions. Full body available on MOPS.
Delta Electronics has announced, on behalf of its Norwegian subsidiary Eltek Norway AS, that it has resolved to convene an Extraordinary General Meeting (EGM) of shareholders in 2026 (ROC Year 115). EGMs are typically called to address material corporate actions such as capital changes, restructuring, or other matters requiring shareholder approval outside the annual meeting cycle. The specific agenda items are not available from the subject line alone; full details are on MOPS.
Delta Electronics posted Q2 2026 revenue of NT$342.6B and net income after tax of NT$51.0B, implying a net margin of approximately 14.9%. Operating income reached NT$59.0B, equivalent to a 17.2% operating margin, a level well above typical electronic-components sector averages. Basic EPS of NT$17.59 for a single quarter signals continued strong execution, likely driven by surging demand for data-center power supplies and energy-management solutions.
Delta Electronics is filing on behalf of its subsidiary Zhongda Electronics (Jiangsu) Co., Ltd. to disclose the acquisition of machinery and equipment from a related party. Related-party asset transactions require mandatory disclosure under TWSE rules and may warrant investor scrutiny regarding pricing fairness and board approval process. Full body available on MOPS.
Delta Electronics is announcing, on behalf of its subsidiary DEISG, that DEISG's board has resolved to issue overseas exchangeable bonds (EBs) with Delta Electronics (Thailand) Public Company Limited shares held by DEISG as the exchange underlying asset. This structure allows bondholders to ultimately receive Delta Thailand shares rather than cash at maturity or upon exchange, effectively enabling DEISG to raise capital against its strategic stake in the Thai listed affiliate without an outright block sale. Full body available on MOPS.
Delta Electronics has disclosed that it has been invited to attend an institutional investor conference (法人說明會). Such events typically involve management presentations and Q&A sessions with institutional clients and analysts. Full body available on MOPS; details on date, venue, and host institution are not available from the subject line alone.
Delta Electronics has been invited to attend an institutional investor briefing (法人說明會), a routine investor-relations event required to be disclosed under TWSE regulations whenever a listed company participates in such meetings. The disclosure typically covers the date, venue, format, and any materials to be presented. Full body available on MOPS.
The company has been invited to participate in an institutional investor briefing (法人說明會), a formal investor-relations event at which management typically presents business updates and takes questions from analysts and institutional shareholders. This is a routine disclosure required by TWSE rules whenever a listed company accepts such an invitation. Full body available on MOPS.
Delta Electronics has filed its mandatory monthly business performance data for August 2026, as required under TWSE continuous disclosure rules. This release provides investors with an early read on the company's August top-line trajectory ahead of the formal quarterly earnings report. Full body available on MOPS.
Delta Electronics is filing on behalf of its wholly-owned U.S. subsidiary, Delta Electronics (USA) Inc., to disclose the acquisition of a right-of-use asset related to real property — effectively the commencement of a significant property lease recognized under IFRS 16. Such disclosures are required under Taiwan regulations when a subsidiary's asset acquisition crosses defined materiality thresholds. Full body available on MOPS.
Delta Electronics is disclosing, on behalf of its subsidiary DEISG, that cumulative purchases of the same security within a rolling 12-month period have crossed the NT$300 million (approx. USD 9–10 million) statutory reporting threshold under Taiwan securities regulations. This filing is a mandatory TWSE disclosure trigger, not necessarily indicative of a strategic shift, but investors should review the full MOPS filing to identify the target security and assess any portfolio concentration or related-party implications. Full body available on MOPS.
Delta Electronics is filing on behalf of two subsidiaries — Delta Germany and DIH — to disclose a simultaneous acquisition and disposal of equity interests in Delta Controls Germany GmbH, indicating a restructuring or reallocation of ownership in its German controls business. The dual nature of the transaction (both acquiring and disposing) suggests an intra-group reorganization or a partial stake sale to a third party alongside a concurrent buy-in. Full body available on MOPS.
Delta Electronics filed a material-information disclosure to clarify or correct a report published by the Commercial Times on 2 September 2026. Such filings are required under TWSE rules when a media story may have materially affected investor perception or the share price. The specific claim being disputed and the company's official position are contained in the full announcement body on MOPS.
Delta Electronics is filing this disclosure on behalf of its listed Thai subsidiary, Delta Electronics (Thailand) Public Company Limited, reporting the acquisition of machinery and equipment from an unrelated (arm's-length) counterparty. The transaction met the TWSE/FSC reporting threshold, triggering this material-event announcement. Full financial terms, asset details, and transaction rationale are available in the complete filing on MOPS.
Delta Electronics announced, on behalf of its subsidiary Delta Electronics (Chongqing) Co., Ltd., a board resolution to construct a second-phase manufacturing plant in Chongqing, China. The capacity expansion signals continued capital commitment to mainland China operations and may carry material capex implications for the consolidated entity. Full body available on MOPS.
Delta Electronics is announcing, on behalf of its Hong Kong subsidiary Delta Electronics (H.K.) Ltd., the establishment of a new mainland China entity, Delta Electronics (Hangzhou) Co., Ltd. This signals an expansion of the group's operational or manufacturing presence in Hangzhou, Zhejiang province — a key technology and industrial corridor. Full body available on MOPS.
Delta Electronics' board of directors has resolved to proceed with the reconstruction of its No. 1 manufacturing facility in Taoyuan, Taiwan, with this filing serving as a supplementary disclosure to an earlier announcement on the same matter. The redevelopment of a core domestic production site is a material capital allocation decision that may affect the company's near-term capex profile, production capacity, and operational continuity at that location. Full body available on MOPS.
Delta Electronics reported Q1 2026 revenue of NT$159.4B with operating income of NT$28.4B and net income after tax of NT$23.8B. Basic EPS came in at NT$7.91, reflecting solid profitability for the electronic components maker. Results suggest healthy operating leverage with an operating margin near 17.8%.
Delta Electronics (2308) has filed this disclosure on behalf of its Thai-listed subsidiary, Delta Electronics (Thailand) Public Company Limited, announcing the acquisition of machinery and equipment from related parties. Related-party asset acquisitions of this nature are subject to mandatory disclosure under TWSE rules and may reflect intra-group equipment transfers within the broader Delta group. Full details — including transaction value, counterparty identities, and board rationale — are available in the full filing on MOPS.
Delta Electronics is announcing on behalf of its listed Thai subsidiary, Delta Electronics (Thailand) Public Company Limited, that a resolution has been passed to rebuild the BP1 factory and the BP1-P building located in Thailand. The reconstruction decision suggests the facilities sustained significant damage — potentially from flooding, fire, or other casualty — and the resolution signals a committed capital commitment to restore manufacturing capacity at that site. Full body available on MOPS.
Delta Electronics has announced the scheduled date of its Board of Directors meeting to review and approve the company's second-quarter 2026 (ROC Year 115) financial report. This is a routine disclosure required under TWSE listing rules, notifying investors and the market of when the quarterly financials will be formally adopted by the board. Full body available on MOPS.
Delta Electronics is acting as the disclosing parent to announce the ex-dividend record date for a cash dividend declared by its wholly-owned subsidiary, Delta Electronics Int'l (Singapore) Pte. Ltd. The record date determines which shareholders of the Singapore entity are entitled to receive the declared cash distribution. This is a routine subsidiary-level dividend administration disclosure with no direct impact on Delta Electronics' own dividend calendar. Full body available on MOPS.
Delta Electronics has announced, on behalf of its wholly-owned subsidiary Delta Electronics Int'l (Singapore) Pte. Ltd., the distribution of a cash dividend. As a pass-through capital return from a key regional holding vehicle, the dividend may ultimately flow back to the parent and affect consolidated cash flows. Full body available on MOPS.
Delta Electronics has filed a material disclosure regarding a company-organized institutional investor briefing (法人說明會), providing logistical and procedural information related to the event. Such briefings are typically used to present business updates, financial results, or strategic outlook directly to institutional shareholders and analysts. Full body available on MOPS; investors should review the filing for date, time, webcast access, and any presentation materials.
Delta Electronics (2308) has published its monthly operating revenue data for June 2026 (ROC Year 115, Month 6) via the TWSE Market Observation Post System. Taiwan-listed companies are required by regulation to disclose monthly revenues by the 10th of the following month, making this a mandatory periodic filing. Investors use these monthly figures to track top-line momentum and calibrate quarterly earnings expectations. Full body available on MOPS.
Delta Electronics, acting on behalf of its wholly-owned Chinese subsidiary Zhongda Electronics (Wuhu) Co., Ltd., has announced a board resolution to proceed with construction of a fifth manufacturing facility in Wuhu, Anhui Province, China. The expansion signals continued commitment to scaling production capacity at its Wuhu manufacturing base. Full body available on MOPS.
Delta Electronics issued a supplementary announcement disclosing that its subsidiary DET (Delta Electronics Thailand) has resolved to construct three new manufacturing facilities in Thailand: BP6, BP7, and BP P-A plants. This expansion signals a material capacity investment in Southeast Asia, likely reflecting supply-chain diversification and demand growth in power electronics. Full body available on MOPS.
Delta Electronics posted May 2026 revenue of NT$59.0B, up 43.7% YoY and +0.5% MoM, marking another record-pace month driven by AI server power and thermal demand. YTD revenue reached NT$277.0B, +38.0% vs the same period last year, reflecting sustained AI infrastructure capex tailwinds flowing into power-supply and cooling suppliers.
Delta Electronics announced on behalf of its subsidiary Delta Electronics Int'l (Singapore) Pte. Ltd. that the subsidiary's board has resolved to convene its 2026 (ROC year 115) annual general shareholders' meeting. This is a routine governance step required for subsidiary AGM scheduling and approvals. Full body available on MOPS.
The company announced the release of its operating revenue figures for May 2026 (ROC year 115). Monthly revenue disclosures are routine but closely watched as a leading indicator of quarterly earnings momentum. Full body available on MOPS.
Delta Electronics announced, on behalf of its subsidiary Delta Electronics Int'l (Singapore) Pte. Ltd., the ex-dividend record date for a cash dividend distribution. This is a routine intra-group governance disclosure related to a wholly-owned subsidiary's dividend mechanics and is not expected to be financially material to consolidated results. Full body available on MOPS.
The company announced on behalf of its wholly-owned subsidiary Delta Electronics International (Singapore) Pte. Ltd. a cash dividend distribution. This is an intra-group capital movement from a subsidiary to the parent and is typically a routine governance/treasury matter rather than a value-changing event for shareholders. Full body available on MOPS.
Delta Electronics announced on behalf of its subsidiary Delta Electronics (Thailand) Public Company Limited the acquisition of machinery and equipment from a non-related third party. The transaction appears to reflect routine capacity expansion or production upgrades at the Thai subsidiary rather than a strategic M&A event. Full body available on MOPS.
The board has announced the ex-dividend record date for the company's cash dividend distribution. This date determines which shareholders are entitled to receive the upcoming cash dividend payment. Full body available on MOPS.
Delta Electronics announced it has been invited to attend an institutional investor conference. The disclosure typically includes the host, date, and topics to be presented, and may provide updated business outlook or operational commentary. Full body available on MOPS.
The company disclosed that it has been invited to participate in an institutional investor conference (法說會), where management will engage with analysts and investors. Full details such as the host, date, and venue are available on MOPS. Such events are routine investor-relations activity and typically do not, by themselves, contain material financial disclosures. (Full body available on MOPS.)
Delta Electronics announced it has been invited to participate in an institutional investor conference, a routine disclosure under TWSE rules requiring companies to pre-announce such meetings. Full body available on MOPS; details such as host broker, date, and venue would appear there. Investors may monitor for any material information shared at the conference.
Delta Electronics announced it has been invited to participate in an investor conference (institutional briefing), where management will engage with analysts and institutional investors. Such briefings typically cover business outlook, operating results, and strategic updates, and may move the stock if new guidance is disclosed. Full body available on MOPS.
The 2026 Annual General Meeting approved releasing directors from non-compete restrictions, allowing them to engage in business activities that may compete with the company. This is a routine governance matter typically passed to permit directors to serve on boards of affiliates or related entities. Full body available on MOPS.
Delta Electronics announced the key resolutions passed at its 2026 (ROC year 115) Annual General Meeting of Shareholders. The announcement typically covers items such as approval of financial statements, profit distribution (dividends), director elections, and amendments to corporate bylaws. Full body available on MOPS.
Delta Electronics announced that it has been invited to attend an institutional investor conference, where management will present company information and engage with analysts and investors. This is a routine investor relations event; full details including the host, date, and venue are available on MOPS. (Full body available on MOPS.)
Delta Electronics posted April 2026 revenue of NT$58.69B, up a striking +43.9% YoY though down -1.8% MoM off March's high. The sustained 40%+ YoY growth signals continued strength in AI server power supply demand, where Delta is a key supplier of high-efficiency power solutions for Nvidia GPU racks and HBM-equipped AI infrastructure. YTD revenue of NT$218.04B is +36.5% vs the prior year, indicating durable AI-driven momentum rather than a one-month spike.