TAIPEI (Taiwan News) — Delta Electronics’ market capitalization surpassed NT$2 trillion (US$66 billion) for the first time on Tuesday, becoming the fourth listed Taiwanese company to reach this milestone after TSMC, MediaTek, and Foxconn.

During Wednesday’s intraday trading, Delta’s stock briefly hit a record NT$839 before closing up 6.76% at NT$837, marking a new closing high. The rise reflects continued demand for artificial intelligence server power and cooling solutions, with Delta serving as a primary supplier of integrated power and cooling systems for Nvidia AI servers, according to CTEE and CMoney.

Delta reported August revenue of NT$48 billion, up 5.4% from July. The number represents both the highest revenue for any August on record and the company’s strongest single-month performance to date.

Cumulative revenue for the first eight months of 2025 reached NT$336 billion, a 24.6% year-on-year increase. Analysts predict a potential record for a second consecutive quarter.

Chair Cheng Ping (鄭平) attributed growth primarily to AI, particularly the continued investments by hyperscale cloud service providers. Cheng said demand from AI data centers will remain a key driver into 2026.

Analysts noted that Nvidia’s March announcement of its three-year AI chip roadmap, along with upcoming product launches, could further bolster Delta’s performance.