Delta forecasts stronger 4Q26 on AI data-center demand despite shortages

Power and substrate bottlenecks are now gating AI data-center buildouts.

Delta Electronics expects fourth-quarter 2026 to beat the third on AI data-center construction, though material shortages slow builds. An Indian AI firm seeks $3B for Nvidia chips; Ibiden plans a 1.28T won CPU substrate expansion.

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Coverage: 16 sources, in order

1. 30 Oct 01:32 DigiTimes Asia Read the article →
2. 30 Oct 01:34 Bloomberg.com Read the article →
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4. 30 Oct 01:52 DigiTimes Asia Read the article →
5. 30 Oct 01:54 TradingView Read the article →
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7. 30 Oct 02:30 Nikkei Asia Read the article →
8. 30 Oct 04:30 The Elec Read the article →
9. 30 Oct 06:20 marketscreener.com Read the article →
10. 30 Oct 08:19 CNBC Read the article →
11. 30 Oct 09:03 Finimize Read the article →
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13. 30 Oct 09:28 www.marketscreener.com Read the article →
14. 30 Oct 09:38 Moomoo Read the article →
15. 30 Oct 10:04 FourWeekMBA Read the article →
16. 30 Oct 16:22 Dealroom Read the article →

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