2308.TW Delta Electronics, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
22:53
23 июл
23 июл
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.
Сред.
12:00
09 июн
09 июн
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.
Сред.
05:32
03 июн
03 июн
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.
Сред.
16:15
16 мая
16 мая
Long Delta Electronics (2308) as a co-leader in CDUs for Nvidia GB200 racks.
Выс.
23:06
30 апр
30 апр
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.
Выс.
18:04
28 апр
28 апр
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.
Выс.
04:03
20 фев
20 фев
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.
Сред.
22:00
09 фев
09 фев
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.
Выс.
Об аналитическом покрытии 2308.TW
Buzzberg отслеживает 2308.TW (Delta Electronics, Inc.) в 6 источниках. Бычьих сигналов: 2, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживается 8 торговых идей. Последние спикеры: jukan05, Alex Sacerdote, Ted Shyy.