NuAxiSemiconductor trade intelligence
Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
What happened
Delta Electronics chairman Ping Cheng said during an earnings call on October 29 that the company expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction. However, material shortages are making customer construction and equipment delivery schedules harder to predict, prompting Delta to secure material supplies, maintain buffer inventory, and coordinate delivery plans with customers. The source does not state any quantified targets for this expectation.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
AI data center equipment
4Q26 outlook3Q26 comparisonAI data center constructionmaterial shortagesbuffer inventorycustomer pull-ins
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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