Delta Electronics (2308.TW, TWSE) is a Taiwan, China company in the Power Supply segment of the AI compute value chain — Delta Electronics, global leader in power supplies and data-center power. As of October 04, 2026, its market cap is $153.7 billion ($153.7B), ranking #28 of 244 companies overall and #2 of 12 in the Power Supply segment (34.0% of the segment, 0.61% of the chain). Over the past year the stock gained 125.5% (52-week range 890.00 – 2,520.00 TWD).
| Company | Delta Electronics（台达电子） |
|---|---|
| Ticker | 2308.TW · TWSE |
| Segment | Power Supply |
| Headquarters | Taiwan, China |
| Market cap | $153.7B（$153.7 billion） |
| Close | 1,885.00 TWD (October 04, 2026) |
| Today | -1.05% |
| 30 days | +6.80% |
| 1 year | +125.48% |
| 52-wk high / low | 2,520.00 / 890.00 TWD |
| Share of segment | 34.0% (Power Supply: 12 companies) |
| Share of chain | 0.61% (244 companies combined) |
| Segment leader | Eaton ($169.4B) |
| Revenue (TTM) | $20.5 billion |
|---|---|
| Net income (TTM) | $2.6 billion |
| Employees | 85,684 |
| P/E ratio (TTM) | 60.1 |
| P/B ratio | 13.98 |
| Gross margin | 35.5% |
| Net margin | 12.5% |
| Dividend yield | 0.61% |
| Basis | TTM (source: StockAnalysis, 2026-10-05 07:49) |
| # | Company | Market | Market cap |
|---|---|---|---|
| 1 | Eaton ETN | US | $169.4B |
| 2 | Delta Electronics 2308.TW | TW | $153.7B |
| 3 | Monolithic Power Systems MPWR | US | $70.8B |
| 4 | Lite-On Technology 2301.TW | TW | $20.5B |
| 5 | Vicor Corporation VICR | US | $14.2B |
| 6 | Megmeet Electrical 002851 | SZ | $10.1B |
| 7 | Honor Electronic 300870 | SZ | $4.0B |
| 8 | Kehua Data 002335 | SZ | $3.4B |
| 9 | Zhongheng Electric 002364 | SZ | $2.7B |
| 10 | East Group 300376 | SZ | $1.4B |