2308.TW Delta Electronics, Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:53
Jul 23
Jul 23
Watch Delta Electronics (2308.TW) as the primary 800V HVDC power cabinet and BBU supplier.
Watch Delta Electronics (2308.TW) as the primary 800V HVDC power cabinet and BBU supplier; low-volume production expected end of 1Q27 with ramp from 2Q27 — delay is validation-driven, not structural demand loss.
MED
12:00
Jun 09
Jun 09
Delta and Advanced Energy gain from AI power needs.
Delta Electronics and Advanced Energy supply power supplies for AI servers. Each new Nvidia chip/rack uses 50-125% more power, driving ASPs up 40% per year for the next four years with higher margins. This is a clear beneficiary of the AI infrastructure buildout where demand outstrips supply.
MED
05:32
Jun 03
Jun 03
Delta Electronics benefits from AI power infrastructure.
Electricity is a key constraint for AI expansion, and new U.S. rules promoting microgrids create a fresh business opportunity for Delta Electronics. The company's order book continues into next year, with most business coming from the U.S., positioning Delta well to benefit from AI power infrastructure demand.
MED
16:15
May 16
May 16
Long Delta Electronics (2308) as a co-leader in CDUs for Nvidia GB200 racks.
HIGH
23:06
Apr 30
Apr 30
Bearish view on Delta Electronics as MPS's margin caution signals limited profitability.
Bearish view on Delta Electronics as MPS's margin caution signals limited profitability improvement for power supply makers.
HIGH
18:04
Apr 28
Apr 28
Long Delta Electronics as its non-China capacity and power infrastructure expertise align.
Long Delta Electronics as its non-China capacity and power infrastructure expertise align with geographic supply chain shifts.
HIGH
04:03
Feb 20
Feb 20
Watch Taiwan power/ODM legal risk
Watch Taiwan power-module and ODM names exposed to USITC enforcement and potential import exclusion orders; legal milestones can drive repricing.
MED
22:00
Feb 09
Feb 09
Delta has secured designs using ON's power devices in its BBU and PSU systems, highlighting ON's role in Delta's AI data center power offerings.
HIGH
About 2308.TW Analyst Coverage
Buzzberg tracks 2308.TW (Delta Electronics, Inc.) across 6 sources. 2 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (25%). 8 total trade ideas tracked. Latest voices: jukan05, Alex Sacerdote, Ted Shyy.