Delta Taiwan Vs. Delta Thailand: Valuation Gap Widens After Strong 1Q25; Why AI Now Needs Microgrids
Delta Taiwan reports record 1Q25 results driven by AI data center demand, emphasizes microgrids for resilient infrastructure, and faces valuation...
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Delta Taiwan Vs. Thailand Monitor: Thailand Mismatch Correcting & This Could Pull Down Delta Taiwan
We have an Underperform rating for Delta Electronics Taiwan as a single stock trade due to our concerns that its valuation has been inflated by...
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Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
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Tech Supply Chain Tracker (16-Oct-2024): Taiwan seeks US defense contracts with efficiency.
Taiwan offers competitive advantages in defense, tech, and carbon fee policies, while Google expands in Asia-Pacific, EU partners with Taiwan for...
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Taiwan Tech Weekly: 2026 Chip Forecasts Remain Robust; Robots as Taiwan's Next Driver; Memory 1Q25
Global chip sales are on the rise, with a strong growth forecast through 2026 despite economic uncertainty. Edge AI and robotics are expected to...
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