Delta Achieves Record-Breaking Revenue of NT$67 Billion in July; Kinsus Reaches Highest-Ever July Revenue

Delta Electronics (2308-TW) announced today (10th) its July revenue reached NT$67.073 billion, setting a new single-month record, representing a 2.2% increase month-over-month and a 47.8% surge year-over-year. Cumulative revenue for the first seven months of the year totaled NT$409.781 billion, the best performance for the same period in history, with a year-over-year increase of 42.1%. The company stated that in July, the revenue breakdown across its four major business segments was as follows: Power and Components at 57%, Transportation at 4%, and Automation at 7%.

Delta Chairman Sean Cheng stated during a recent earnings call that there are no signs of AI development slowing down. Historically, the third quarter is the peak season for annual operations, and the company expects second-half performance to surpass the first half.

Kinsus (6282-TW) reported July revenue of NT$3.263 billion, marking a record high for the same month, although it declined 4.7% month-over-month, it achieved a significant 42.4% year-over-year growth. Cumulative revenue for the first seven months reached NT$21.359 billion, also a record high for the period, with a 27.3% year-over-year increase.

Kinsus explained that in July, enterprise power supplies accounted for 53% of revenue, showing year-over-year growth, primarily driven by increased demand for fuel cell power products, data center power solutions in the U.S. market, and power supplies for storage equipment.

Telecom power supplies accounted for 31% of revenue, growing compared to the same period last year. Consumer power supplies accounted for 11%, a decrease year-over-year, mainly due to reduced demand for PC power products. New business revenue accounted for 3%, showing year-over-year growth, while metal stamping revenue accounted for 3%, a decrease compared to the previous year.