Delta Electronics, Inc.

TWSE:2308 株式レポート

時価総額：NT$5.7t

Delta Electronics マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Ping Cheng

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間25yrs
CEOの所有権2.1%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間22.5yrs

経営陣の近況

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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%.
ナラティブ更新 • 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%.
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新しいナラティブ • 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.

CEO

Ping Cheng (63 yo)

25yrs
在職期間

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ping Cheng
Chairman CEOno dataデータなし2.14%
NT$ 122.4b
Simon Chang
Presidentno dataデータなし0.035%
NT$ 2.0b
Chong Hua Cheng
Founder & Honorary Chairmanno dataデータなし4.08%
NT$ 233.0b
Po-Wen Yu
Senior Director4.8yrsデータなしデータなし
Rodney Liu
Investor Relations Officerno dataデータなしデータなし
Jesse Chou
Chief Sustainability Officerno dataデータなしデータなし
Shan-Shan Guo
Chief Brand Officer & Director15.3yrsデータなし0.00078%
NT$ 44.6m
Wen-Ching Shyy
Executive Vice President of Power Electronics Business2.3yrsデータなしデータなし
James Tang
Executive VP of Mobility Business - EVB & GM of the Electric Vehicle Solutions Business Group2.3yrsデータなしデータなし
Johnson Lee
Executive Vice President of Infrastructure Business - IFB2.3yrsデータなしデータなし
Jimmy Yiin
Executive Vice President of Global Business Operations2.3yrsデータなしデータなし
Rock Huang
Executive Vice President of Global Manufacturingno dataデータなしデータなし
2.3yrs
平均在職期間
63yo
平均年齢

経験豊富な経営陣: 2308の経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Ping Cheng
Chairman CEO25yrsデータなし2.14%
NT$ 122.4b
Simon Chang
President20yrsデータなし0.035%
NT$ 2.0b
Chong Hua Cheng
Founder & Honorary Chairman50.8yrsデータなし4.08%
NT$ 233.0b
Shan-Shan Guo
Chief Brand Officer & Director3.9yrsデータなし0.00078%
NT$ 44.6m
An Cheng
Director7.9yrsデータなし1.98%
NT$ 113.0b
Tzu-shing Ko
Vice Chairman25yrsデータなし0.031%
NT$ 1.8b
22.5yrs
平均在職期間
70yo
平均年齢

経験豊富なボード: 2308の 取締役会 は経験豊富で 経験豊富 です ( 22.5年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/09 23:07
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Delta Electronics, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
George ChangAletheia Analyst Network Limited
Yingchao YangBarclays
Wayne DongBarclays