TAIPEI (Taiwan News) — Taiwanese power-management supplier Delta Electronics secured shareholder approval Thursday for a NT$11.6-per-share (about US$0.37) cash dividend after AI data center demand pushed annual profit to a record.
The company earned NT$60.1 billion after tax in 2025, or NT$23.14 per share, per CNA.
Delta Electronics Chair Cheng Ping (鄭平) framed the opportunity around the power burden created by AI hardware. As GPUs and application-specific integrated circuits pack more computing into each rack, he said, cloud operators need better ways to handle electricity supply, cooling, and space limits.
That is where Delta is focusing its research on power systems, liquid cooling, and system integration for major chip suppliers and cloud customers, Cheng said, per the report.
Cheng also said AI demand is helping offset a tougher global backdrop for Taiwan manufacturers, including high interest rates, trade uncertainty, and tariffs. To reduce risk from a single market, Delta has made medium- and long-range plans across its power and components, infrastructure, automation, and mobility units, he said.
As for electric vehicles, Cheng said the sector is in a correction period as high costs and slower charging infrastructure development weigh on near-term growth, according to the report.
He said Delta still sees EVs as part of a long-term global shift, but wants that business to return to steadier operations. The company will continue to shift capacity and investment between AI and EV-related businesses as demand changes, he said.
