TWSE:2308Electronic
Delta Electronics Stock and 2 AI Infrastructure Plays for Data Center Growth
Malaysia’s electrical and electronics sector is back in focus after SERC lifted its 2026 GDP growth outlook to 5-5.2% on the back of stronger E&E exports and a 42.5% surge in E&E shipments in the first half of the year. At the same time, inflation is expected at 2.5-2.8% in 2026 and producer prices are rising, while political risk keeps overall sentiment cautious. That combination can reward investors who are selective. This article reviews 3 stocks from an E&E sector screener that appear...