Delta’s Record August Revenue: Why AI Server Power Supplies Are Constraining GPU Deployments
Delta Electronics' August consolidated revenue reached TWD 64.586 billion, a 34.9% year-over-year increase, while Lite-On Technology hit TWD 19.6 billion, up 25% year-over-year and marking a new single-month high for 2026.
AsiaAI Publisher
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September 9, 2026 ·
2 min read · Source: 科技新報 TechNews · Issue #91
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This story ran in Issue #91, alongside three other stories.
Semiconductors & Hardware
Delta Electronics’ August consolidated revenue reached TWD 64.586 billion, a 34.9% year-over-year increase, while Lite-On Technology hit TWD 19.6 billion, up 25% year-over-year and marking a new single-month high for 2026. Both companies attribute their robust growth to strong demand for high-power server power supplies, battery backup units (BBUs), and data center power infrastructure driven by the continued expansion of AI data centers.
Delta and Lite-On are critical suppliers in the global power management ecosystem, particularly for high-end server and data center applications that power AI infrastructure. Their strong performance reflects the accelerating build-out of AI-specific hardware, which demands significantly more power and more sophisticated power management solutions than traditional servers.
