Delta Electronics, Inc.

TWSE:2308 Rapport sur les actions

Capitalisation boursière : NT$5.7t

Delta Electronics Gestion

Gestion contrôle des critères 2/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Ping Cheng

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général25yrs
Propriété du PDG2.1%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration22.5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour de l'analyse • May 01

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.
Mise à jour de l'analyse • Apr 16

2308: AI Factory Power And Cooling Solutions Will Support Future Upside

Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling, and microgrid solutions designed for 800 VDC architectures at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).
Mise à jour de l'analyse • Apr 02

2308: AI Factory Power And Cooling Solutions Will Support Future Upside

Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.
Mise à jour de l'analyse • Mar 19

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
Mise à jour de l'analyse • Mar 05

2308: Tonglu Data Center Contracts Will Support Future AI Power Upside

Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.
Mise à jour de l'analyse • Feb 18

2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism

Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.
Mise à jour de l'analyse • Feb 04

2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype

Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.
Mise à jour de l'analyse • Jan 21

2308: Future AI Data Center Deals Will Not Sustain Current Optimism

Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.
Mise à jour de l'analyse • Jan 07

2308: Future AI Data Center Contracts Will Not Justify Current Optimism

Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.
Mise à jour de l'analyse • Dec 24

2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism

Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).
Mise à jour de l'analyse • Dec 10

2308: Prefabricated AI Data Center Power Solutions Will Drive Upside

Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook. What's in the News Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).
Mise à jour de l'analyse • Nov 26

2308: Prefabricated Data Center Power Solutions Will Drive Significant Upside

Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.
Mise à jour de l'analyse • Nov 05

2308: AI-Driven Energy Solutions Will Expand Revenue And Boost Margins

Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.
Mise à jour de l'analyse • Oct 22

Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook

Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.
Mise à jour de l'analyse • Oct 08

AI And Data Center Growth Will Shape Future Expansion

Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.
Mise à jour de l'analyse • Sep 24

AI And Data Center Growth Will Shape Future Expansion

Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.
Mise à jour de l'analyse • Sep 09

AI And Data Center Growth Will Shape Future Expansion

A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
User avatar
Nouvelle analyse • Nov 07

Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins

Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.

PDG

Ping Cheng (63 yo)

25yrs
Titularisation

Mr. Ping Cheng is Chairman CEO of Delta Electronics, Inc. Mr. Cheng was Chairman, CEO & Manager of Delta Electronics, Inc. from May 30, 2024. Mr. Cheng was CEO, Manager & Director of Delta Electronics, Inc...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Ping Cheng
Chairman CEOno datapas de données2.14%
NT$ 123.0b
Simon Chang
Presidentno datapas de données0.035%
NT$ 2.0b
Chong Hua Cheng
Founder & Honorary Chairmanno datapas de données4.08%
NT$ 234.1b
Po-Wen Yu
Senior Director4.8yrspas de donnéespas de données
Rodney Liu
Investor Relations Officerno datapas de donnéespas de données
Jesse Chou
Chief Sustainability Officerno datapas de donnéespas de données
Shan-Shan Guo
Chief Brand Officer & Director15.3yrspas de données0.00078%
NT$ 44.8m
Wen-Ching Shyy
Executive Vice President of Power Electronics Business2.3yrspas de donnéespas de données
James Tang
Executive VP of Mobility Business - EVB & GM of the Electric Vehicle Solutions Business Group2.3yrspas de donnéespas de données
Johnson Lee
Executive Vice President of Infrastructure Business - IFB2.3yrspas de donnéespas de données
Jimmy Yiin
Executive Vice President of Global Business Operations2.3yrspas de donnéespas de données
Rock Huang
Executive Vice President of Global Manufacturingno datapas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Gestion expérimentée: L'équipe de direction de 2308 est considérée comme expérimentée (ancienneté moyenne 2.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Ping Cheng
Chairman CEO25yrspas de données2.14%
NT$ 123.0b
Simon Chang
President20yrspas de données0.035%
NT$ 2.0b
Chong Hua Cheng
Founder & Honorary Chairman50.8yrspas de données4.08%
NT$ 234.1b
Shan-Shan Guo
Chief Brand Officer & Director3.9yrspas de données0.00078%
NT$ 44.8m
An Cheng
Director7.9yrspas de données1.98%
NT$ 113.5b
Tzu-shing Ko
Vice Chairman25yrspas de données0.031%
NT$ 1.8b
22.5yrs
Durée moyenne de l'emploi
70yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la 2308 est chevronné et expérimenté ( 22.5 années d'ancienneté moyenne).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 07:25
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Delta Electronics, Inc. est couverte par 35 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
George ChangAletheia Analyst Network Limited
Yingchao YangBarclays
Wayne DongBarclays