Delta Electronics accelerates plant expansion and raises capital spending
Updated
Updated · Bloomberg · Apr 30
Delta Electronics accelerates plant expansion and raises capital spending
9 articles · Updated · Bloomberg · Apr 30
The Taiwanese company said 2026 capital expenditure will rise by more than 10% after first-quarter earnings hit a record, chairman Ping Cheng told an earnings call on Thursday.
Delta is speeding up factory expansion to ease production bottlenecks as booming AI data-centre demand outstrips supplies of key components including memory and raw materials.
The move underscores how rapid AI infrastructure growth is lifting industrial suppliers while straining supply chains needed to build and equip new data centres.
With power grids overloaded and parts scarce, is the AI infrastructure boom heading for a wall?
Beyond the AI gold rush, what is the sustainable blueprint for powering future computation?
Is the AI revolution's hidden cost soaring electricity bills and water shortages for everyone else?