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Delta Electronics bets on AI as sole growth driver in 2025, L2A data center cooling in short supply

Ninelu Tu, Taipei; Willis Ke, DIGITIMES Asia Friday 1 August 2025 0

Delta Electronics chairman Ping Cheng. Credit: DIGITIMES

At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected to outperform the first, driven by sustained capital expenditure growth...

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