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Global power supply giant Delta Electronics announced record-breaking figures at its Q2 investor conference. Revenue reached NT$183.256 billion, while net profit after tax came in at NT$25.135 billion, up 22.2% from Q1 and up 80.2% from Q2 2025. Earnings per share hit NT$9.68, with both revenue and earnings setting new quarterly highs. Earnings per share for the first half of the year stood at NT$17.59.

But despite the remarkable Q2 figures, Delta shares have recently plunged, amid concerns surrounding the AI market. In just two months, shares collapsed by more than 40%, from an all-time high of NT$2,585 to around NT$1,530. Chairman Cheng Ping said he remains confident, insisting the second half of the year will outperform the first. Delta plans to continue expanding its production capacity in Thailand, the US, China and Taiwan, with capital expenditures expected to reach as much as NT$70 billion this year.

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