DELTA Dominates AI, Outshines Rivals in Thai Electronics
Post Today•Economy•
Full article content is available on the original source.
Source: Post Today (Original)
Key Quotes
"DELTA is the only company in Thailand with the highest exposure to AI, approximately 50-55% of revenue comes from AI and Data Center groups."
"DELTA's sales in the data center segment are expected to grow by 50-60% this year."
"But DELTA instead enters the heart of the new era like AI and Data Center fully."
"If DELTA's stock is Cash Balanced again in May, it may fall below the criteria for index calculation, leading to passive funds selling the stock."
Key Entities
Organization
A prominent Thai electronics company strategically focusing on AI and Data Center solutions, distinguishing itself from competitors in the automotive sector.
DELTA Electronics (Thailand) Public Company Limited(บริษัท เดลต้า อีเลคโทรนิคส์ (ประเทศไทย) จำกัด (มหาชน))
The full registered name of DELTA, a key player in Thailand's electronics industry specializing in AI and Data Center components.
HANA Microelectronics Public Company Limited(HANA)
A Thai electronics company primarily focused on the automotive industry, facing challenges due to stagnant global vehicle production.
HANA Microelectronics Public Company Limited(บริษัท ฮานา ไมโครอิเล็คโทรนิคส จำกัด (มหาชน))
The full registered name of HANA, a competitor in the Thai electronics sector whose revenue is heavily dependent on automotive clients.
KCE Electronics Public Company Limited(KCE)
A Thai electronics company that manufactures printed circuit boards (PCBs) for the automotive sector, facing rising copper costs.
KCE Electronics Public Company Limited(บริษัท เคซีอี อีเลคโทรนิคส์ จำกัด (มหาชน))
The full registered name of KCE, a significant player in the Thai electronics market whose primary products serve the automotive industry.
CGS International (Thailand) Company Limited(บริษัทหลักทรัพย์ ซีจีเอส อินเตอร์เนชั่นแนล (ประเทศไทย) จำกัด)
The financial institution where Thanapol Chirathanakit, an analyst, works, providing expert opinions on the electronics market.
Cal-Comp Electronics (Thailand) Public Company Limited(CCET)
A Thai electronics manufacturer involved in the 'China Plus One' strategy, assembling computer and printer equipment.
Cal-Comp Electronics (Thailand) Public Company Limited(บริษัท แคล-คอมพ์ อีเล็คโทรนิคส์ (ประเทศไทย) จำกัด (มหาชน))
The full registered name of CCET, a company benefiting from the shift of manufacturing bases from China to Thailand, assembling computer and printer peripherals.
A major hyper-scaler and client of DELTA, significantly increasing investment in AI infrastructure.
Amazonℹ️
A leading hyper-scaler and direct customer of DELTA, actively investing in AI infrastructure.
Microsoftℹ️
A prominent hyper-scaler and key client for DELTA, with substantial planned investments in AI infrastructure.
Googleℹ️
A major hyper-scaler and important client of DELTA, committed to expanding its AI infrastructure capabilities.
Person
Thanapol Chirathanakit(ธนพล จิรธนกิจ)
A fundamental analyst at CGS International (Thailand) Company Limited, providing insights into DELTA's growth and market position.
Timeline
May 6, 2026(6 พ.ค.69)
The date on which the stock prices of DELTA, KCE, HANA, and CCET were recorded and reported.
April 16 - 30, 69(16 - 30 เม.ย.69)
The period during which DELTA's stock was subject to trading control measures (Level 1), impacting its eligibility for index calculations.
May(พ.ค.นี้)
The current month, during which there is a possibility of DELTA's stock being subjected to further trading alert rules, potentially affecting its index inclusion.
July - December 2026(ก.ค.-ธ.ค.69)
The second half of the year 69, when DELTA could be removed from indices like SET50 and SET100 if it fails to meet certain trading criteria.
2027
The year 2027, when the AI investment cycle is anticipated by some sources to begin slowing down.