DELTA increases its 69 investment budget to $600 million to support AI and data center initiatives, driving its growth engine and confident of double-digit growth.

DELTA CEO indicates that AI and data centers will drive revenue growth to 50-60% from the previous 20-30%. The company is increasing its investment budget by $100 million in 69, bringing the total to $600 million, to support factory expansion and automation systems, as well as managing risks related to raw materials and suppliers. The company is confident of double-digit growth in performance in 69-70.

Date 14 Aug 2569 Mr. Victor Cheng, Chief Executive Officer of Delta Electronics (Thailand) Public Company Limited (DELTA) In an interview with the press at the Delta Future Industry Summit 2026, DELTA discussed its performance and business goals, stating that businesses related to AI and data centers have become the company's main growth engine. This is evident from the continuously increasing revenue share from these sectors, which has risen from 20-30% of total revenue in the past 2-3 years to 50-60% currently.

“Because AI systems require higher power consumption, the unit price increases, resulting in better profit margins. DELTA aims to maintain double-digit growth in 2569-2570.”

DELTA's CEO shares his perspective on Thailand's readiness in the AI ​​supply chain.

According to a report from the International Monetary Fund (IMF) in July, Thailand is one of four countries (along with South Korea, Taiwan, and Malaysia) that will benefit most from exporting AI-related products.

AI could potentially boost GDP from its current base of 1.4-1.5% to 1.9%, based solely on AI-related exports.

In terms of supply chain, Thailand participates in various areas, such as power systems, cooling systems, networking, optics equipment, and data storage.

For supply chain and risk management.

Mr. Victor said Despite the strong AI trend, there are challenges related to resource tightness.

The chip shortage during the first half of 2569: Some of DELTA's customers experienced shortages of memory, GPUs, or TPUs, which had some lingering impact on the company, but it was considered a short-term event.

While managing risk, DELTA makes efforts to communicate with suppliers in advance to stockpile critical components such as PCBs and ICs, which are raw materials that need close monitoring. The company acknowledges that raw material costs are a challenge, but it has managed this by having 2-3 backup suppliers.

Regarding sanctions, the sanctions against Chinese suppliers in the second quarter were unexpected, but DELTA has now managed it by finding alternative sources of supply.

However, the company continues to prioritize Chinese suppliers due to their quality and favorable ecosystem, while simultaneously employing a diversification strategy by sourcing from outside China.

Mr. Victor mention DELTA's capital expenditure (CAPEX) budget shows that due to the megatrends of AI and data centers, the company has increased its 2569 CAPTCHA budget by $100 million USD, bringing the total to $600 million USD from the previously set $500 million USD, to support customer demand. The focus will be on building factories and purchasing machinery for automated production lines.

DELTA reports its operating results for the second quarter of 2026 (April-June). Sales of goods and services totaled 65,191 million baht, a 46.5% increase from the same period last year and a 6.2% increase from the previous quarter. This was driven by the growth of the power electronics and information technology infrastructure solutions business segments, which are experiencing increased demand due to global investments in AI and data centers.

While the net profit for the second quarter of 2026 was 6,075 million baht, an increase of 31.3% from the same period last year, it was a decrease of 33.1% from the first quarter's net profit of 9,081 million baht. The net profit per share was 0.49 baht.

However, the reported profit was lower than analysts' expectations. For example, Finansia Syrus Securities projected a net profit of 8,290 million baht (-8.7% QoQ, +79.1% YoY), while TISCO Securities forecast core profit at 9,020 million baht (+99% YoY and +2% QoQ).

The DELTA CEO shares his perspective on the Thai government's data center policy and DELTA's role in Thailand. that Data centers are becoming a very popular topic in Thailand, and the government is trying to formulate policies, especially regarding special electricity rates for data centers. From DELTA's perspective, the company is not in the same category as large data centers because it is still in the general electricity registration group. Therefore, the direct impact is not significant.

However, data centers continue to play a critical role due to their resource-intensive nature, consuming both electricity and water. Major players must therefore consider how to adapt to new policies and look for cleaner or greener energy solutions to meet the demands.

From an industry perspective, attracting data centers to Thailand will create a "chain reaction" that will attract more talented personnel and new generation engineers to fields related to artificial intelligence (AI), which is a positive direction for Thailand.

For the growth and application of AI in the industrial sector, AI...

DELTA CEO It is viewed as not limited to computing alone, but encompassing a wide range of sectors including automation, smart buildings, and smart manufacturing, assisting in computation and machine learning for preventive maintenance.

By simulating scenarios to see when machinery will break down, AI-powered optical inspections are used to classify product quality, reducing downtime and increasing productivity. In daily life and entertainment, AI is being used to create content on TikTok, simulate animations, and create films.

In terms of energy management and security, it enables more efficient and faster management in preventive mode. For data centers, it increases processing speed and reduces communication latency.

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