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Top related persons:
Morgan Stanley - 1 Morgan Stanley's - 1 Andrew Percoco - 1 Bloom - 1 Percoco - 1 NextEra - 1 Max Yates - 1 Sharon Shih - 1
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GenAI U.S Thailand Indonesia
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Delta Electronics - 2 CNBC - 1 Bloom Energy - 1 AES Corp - 1 NextEra Energy - 1 Google - 1 Microsoft - 1 Bank of America - 1

Search resuls for: "Delta Electronics"


4 mentions found


☆ AI is fueling global power demand. Morgan Stanley sees opportunities for these 'underappreciated' winners
  + stars: | 2024-02-01 | by ( Pia Singh | ) www.cnbc.com   time to read: +7 min
Power demand from generative AI will soar from 46 terawatt hours to 224 TWH between this year and 2027, according to the firm's base case scenario. That's equivalent to more than 75% of the total global data center power use in 2022, or close to Spain's entire power consumption in 2022, the firm said. "We believe the rapid power demand growth from GenAI is not well understood, and not priced into a number of stocks." Among large-scale renewable developers in the U.S., AES has the largest commercial and industrial market share, according to Morgan Stanley. Apart from data center infrastructure and power providers, utilities are another part of the data center servicing ecosystem.
Persons: Morgan Stanley, Morgan Stanley's, Andrew Percoco, Bloom, Percoco, NextEra, Max Yates, Sharon Shih Organizations: CNBC, Bloom Energy, AES Corp, NextEra Energy, Google, Microsoft, Bank of America, AES, Big Tech, Stocks, Delta Electronics, Mitsubishi Electric, Analysts, Dominion Energy Locations: GenAI, U.S
☆ Thailand has good infrastructure to support the automotive industry: Electronics manufacturing firm
  + stars: | 2023-07-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThailand has good infrastructure to support the automotive industry: Electronics manufacturing firmJackie Chang of Delta Electronics (Thailand) says Indonesia will also be a "key" market for the company.
Persons: Jackie Chang Organizations: Thailand, Electronics, Delta Electronics Locations: Thailand, Indonesia
☆ Nvidia and A.I. are hot — and BofA says these 3 global stocks are also worth the buzz
  + stars: | 2023-05-30 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
In a May 25 note, BofA said Nvidia's "rosy outlook" when it comes to data centers and AI has reaffirmed its positive view on the AI server hardware supply chain. "Still, we view AI server as one of the most solid/visible drivers for Greater China hardware tech supply-chain," BofA analysts wrote. Stock picks BofA is sticking to its "buy" ratings on these three Taiwanese tech stocks. Lite-On Tech : BofA is bullish on shares of this electronic components supplier, which produces parts for the semiconductor industry, among other products. That's because of rising AI server demand, its increasing sales mix from cloud and the "artificial intelligence of things" trend.
☆ Taiwan's Delta Electronics sees EVs powering its double-digit growth
  + stars: | 2023-02-23 | by ( Ben Blanchard Sarah Wu | Ben Blanchard | Sarah Wu | ) www.reuters.com   time to read: +2 min
TAIPEI, Feb 23 (Reuters) - Taiwan's Delta Electronics Inc (2308.TW), a supplier of power components to companies such as Tesla Inc (TSLA.O), sees "at least" double-digit annual growth for the next five years driven by the electric vehicle (EV) boom, it said on Thursday. Chairman Yancey Hai, in bullish comments on a fourth-quarter earnings call, said the company was benefiting from the shift away from traditional gasoline-powered vehicles to EVs. "On average the company will grow at a double-digit rate for the next few years. Delta's shares have risen 1.2% so far this year, giving it a market value of $24.68 billion. ($1 = 30.3730 Taiwan dollars)Reporting by Ben Blanchard and Sarah Wu; Editing by Muralikumar AnantharamanOur Standards: The Thomson Reuters Trust Principles.
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