Delta Electronics posts record March

Delta Electronics posted its highest-ever monthly revenue in March, as orders tied to artificial intelligence data centers pushed sales to a new peak. (deltaww.com) The Taiwan-based company said March revenue reached New Taiwan dollar 59.78 billion, up 37.6% from a year earlier and 19.8% from February. First-quarter revenue totaled New Taiwan dollar 159.35 billion, also a record for the January-to-March period. (deltaww.com) Delta sells the electrical gear that keeps data centers running, including power supplies that convert grid electricity for servers and liquid-cooling systems that carry heat away from densely packed chips. The company has been pitching those products directly at artificial intelligence server builds and high-density racks. (deltapowersolutions.com) (deltaww.com) That demand has been building for months. In January, Delta reported record fourth-quarter revenue, and a company official told Taipei Times that strong sales were tied to high-performance power products and liquid-cooling equipment used in artificial intelligence data centers. (taipeitimes.com) By February, Bloomberg reported Delta’s profit had also reached a record, with chairman Cheng Ping saying data center expansion was expected to be the company’s main growth driver. The latest March sales figure suggests that spending by cloud companies on artificial intelligence infrastructure is still feeding through to equipment suppliers. (bloomberg.com) Delta has also been widening the range of gear it sells into that build-out. At NVIDIA’s March 2026 GTC conference, the company said it was showing power, liquid-cooling and microgrid products designed for next-generation artificial intelligence facilities using 800-volt direct current architecture. (finance.yahoo.com) For investors, the next checkpoint is whether monthly sales keep compounding from here. Delta’s March report landed on April 9, and its investor page lists monthly revenue disclosures as a regular signal for how fast artificial intelligence infrastructure orders are translating into booked sales. (deltaww.com) (landing.deltaww.com)