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Delta Electronics Warns AI Boom Is Driving Costs Higher

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Taiwan’s Delta Electronics, a major supplier of power and cooling systems for AI data centres, has warned that surging artificial intelligence infrastructure demand is pushing operating costs higher. The company expects rising oil prices, material shortages, and broader inflation linked to AI expansion to increase pressure in the coming quarters.

Delta, whose customers include Nvidia, Google, and Meta, said production capacity remains tight as global AI datacentre construction accelerates. To meet demand, the company is expanding operations across China, Thailand, the United States, and Taiwan.

The firm previously announced capital expenditure of T$46.1 billion ($1.46 billion) in 2025 and now says spending will rise even further this year. This reflects how critical energy management, cooling systems, and infrastructure have become as hyperscale cloud providers and AI companies scale hardware deployments.

Despite cost concerns, Delta posted strong first-quarter results. Revenue climbed 34% year-over-year to T$159.35 billion ($5.02 billion), while gross profit surged 56% to T$59 billion ($1.86 billion), largely fueled by AI datacentre growth.

Delta Electronics’ stock has risen nearly 125% this year, significantly outperforming Taiwan’s broader market. The company’s outlook suggests that while AI remains a massive growth driver, supply chain constraints and inflation may increasingly shape profitability across the sector.

Taiwan Warns China Targeting Chip Industry Talent

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Taiwan’s government has warned that China is intensifying efforts to acquire advanced semiconductor technology and talent from the island as part of a broader strategy to overcome global restrictions on its tech sector.

According to a report by Taiwan’s National Security Bureau, Beijing is using indirect methods—including recruitment networks and corporate channels—to access sensitive expertise in artificial intelligence and chip manufacturing. The goal is to secure capabilities such as advanced-process semiconductors and reduce reliance on foreign technology.

Taiwan is home to TSMC, the world’s leading contract chipmaker and a critical supplier to companies like Nvidia and Apple. This makes the island a strategic focal point in the global semiconductor supply chain.

Authorities in Taipei say they have repeatedly uncovered attempts by Chinese entities to recruit engineers and access restricted technologies, prompting strict legal controls to prevent technology transfer. The report also highlights concerns about cyber activity, noting that Taiwan’s government networks faced more than 170 million intrusion attempts in the first quarter alone.

Beyond industrial targeting, the report warns of broader hybrid tactics, including disinformation campaigns, deepfakes and election interference ahead of Taiwan’s upcoming local elections. Military pressure also remains elevated, with hundreds of Chinese aircraft and naval operations recorded near the island in recent months.

The developments reflect the intensifying technological and geopolitical rivalry between China and Western-aligned economies, where semiconductors have become a central battleground. Taiwan maintains that its future will be determined solely by its population, rejecting Beijing’s sovereignty claims.

Nvidia Supplier Wistron Says AI Boom Is Not a Bubble

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Artificial intelligence is not a speculative bubble and demand linked to the technology will continue to accelerate, according to Wistron chairman Simon Lin. Speaking in Taipei, Lin said AI-related order growth in 2026 is expected to exceed last year’s levels, reflecting what he described as a structural shift rather than a temporary surge.

Wistron, a key supplier to Nvidia, sees strong demand extending well into 2027. Lin said the company expects “significant” growth this year compared with the previous one, adding that AI is already transforming a wide range of industries and marking the beginning of a new technological era.

The company is expanding its manufacturing footprint in the United States to support Nvidia’s long-term AI ambitions. Wistron said new U.S. facilities are on track to be ready in 2026, with volume production starting in the first half of this year. Part of the capacity will support Nvidia’s plan to build up to $500 billion worth of AI servers in the U.S. over the next four years.

Nvidia previously said it would build supercomputer manufacturing plants in Texas, working with partners including Foxconn and Wistron. The comments from Wistron’s leadership underline growing confidence among AI supply-chain firms that current demand reflects long-term structural growth rather than a short-lived boom.