Delta Electronics, Inc.

TWSE:2308 주식 리포트

시가총액: NT$5.3t

Delta Electronics 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Ping Cheng

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간25yrs
CEO 지분 보유율2.1%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간22.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • May 17

2308: AI Factory And Sustainable Energy Solutions Will Drive Future Upside

Analysts have increased their fair value estimate for Delta Electronics from NT$2,800 to NT$3,030, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Delta Electronics is partnering with Centrica through an infrastructure agreement highlighted by Ceres Power, focusing on Solid Oxide Fuel Cells for off grid energy generation for data centres and energy intensive industries in the UK and Europe (Key Developments).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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%.
내러티브 업데이트 • 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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새로운 내러티브 • 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
재임 기간

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...

리더십 팀

이름직위재임 기간보수지분
Ping Cheng
Chairman CEOno data데이터 없음2.14%
NT$ 112.9b
Simon Chang
Presidentno data데이터 없음0.035%
NT$ 1.8b
Chong Hua Cheng
Founder & Honorary Chairmanno data데이터 없음4.08%
NT$ 215.0b
Po-Wen Yu
Senior Director4.8yrs데이터 없음데이터 없음
Rodney Liu
Investor Relations Officerno data데이터 없음데이터 없음
Jesse Chou
Chief Sustainability Officerno data데이터 없음데이터 없음
Shan-Shan Guo
Chief Brand Officer & Director15.3yrs데이터 없음0.00078%
NT$ 41.1m
Wen-Ching Shyy
Executive Vice President of Power Electronics Business2.3yrs데이터 없음데이터 없음
James Tang
Executive VP of Mobility Business - EVB & GM of the Electric Vehicle Solutions Business Group2.3yrs데이터 없음데이터 없음
Johnson Lee
Executive Vice President of Infrastructure Business - IFB2.3yrs데이터 없음데이터 없음
Jimmy Yiin
Executive Vice President of Global Business Operations2.3yrs데이터 없음데이터 없음
Rock Huang
Executive Vice President of Global Manufacturingno data데이터 없음데이터 없음
2.3yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 관리: 2308의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).

이사회 구성원

이름직위재임 기간보수지분
Ping Cheng
Chairman CEO25yrs데이터 없음2.14%
NT$ 112.9b
Simon Chang
President20yrs데이터 없음0.035%
NT$ 1.8b
Chong Hua Cheng
Founder & Honorary Chairman50.8yrs데이터 없음4.08%
NT$ 215.0b
Shan-Shan Guo
Chief Brand Officer & Director3.9yrs데이터 없음0.00078%
NT$ 41.1m
An Cheng
Director7.9yrs데이터 없음1.98%
NT$ 104.3b
Tzu-shing Ko
Vice Chairman25yrs데이터 없음0.031%
NT$ 1.6b
22.5yrs
평균 재임 기간
70yo
평균 나이

경험이 풍부한 이사회: 2308의 이사회는 노련하고 경험이 풍부합니다(평균 재임 22.5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 16:33
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Delta Electronics, Inc.는 35명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
George ChangAletheia Analyst Network Limited
Yingchao YangBarclays
Wayne DongBarclays