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Delta Electronics Plans Rapid Expansion as AI Fuels Growth

Delta Electronics Inc. plans to accelerate plant expansions to address production bottlenecks after surging demand for artificial intelligence data centers drove first-quarter earnings to a record.

Robotic arms at the Delta Electronics booth at the Hannover Messe 2024 trade fair in Hannover, Germany, on Monday, April 22, 2024. German Chancellor Olaf Scholz is optimistic on his country's economic prospects, citing record employment and slowing inflation thanks to falling energy costs.
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Delta Electronics Plans Rapid Expansion as AI Fuels Growth

Delta Electronics Inc. plans to accelerate plant expansions to address production bottlenecks after surging demand for artificial intelligence data centers drove first-quarter earnings to a record.

Robotic arms at the Delta Electronics booth at the Hannover Messe 2024 trade fair in Hannover, Germany, on Monday, April 22, 2024. German Chancellor Olaf Scholz is optimistic on his country's economic prospects, citing record employment and slowing inflation thanks to falling energy costs.
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Cosco’s Profit Drops by Half as Lower Freight Rates Bite

Cosco Shipping Holdings Co. reported a 50% drop in first-quarter profit on weaker freight rates, warning that war in the Middle East has posed “significant challenges” for the industry.

A Cosco Shipping Holdings container ship at the Port of Prince Rupert in British Columbia, Canada. Photographer: James MacDonald/Bloomberg
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Leaderdrive Sees Profit Climb on Boom in Chinese Humanoid Robots

Robotics component supplier Leader Harmonious Drive Systems Co. saw stronger profits last year and in the first quarter as demand soars for Chinese humanoid robots.

A humanoid robot at the Robot Valley Exhibition Hall in Shenzhen, China, on Thursday, April 16, 2026. Investor enthusiasm for China’s humanoid robotics sector has extended into 2026, fueled early this year with a big presence at the CES tech showcase in Las Vegas and a starring role for two-legged droids at the Spring Festival Gala in China.
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ASMPT Soars to Record as Sales Forecast Beat on AI Demand

Chip gear maker ASMPT Ltd. shares jumped as much as 8.7% to a record as its second-quarter revenue beat expectations, driven by strong growth from its semiconductor business critical for AI.

Data cables plugged into server racks on the Supermicro pavilion at MWC Barcelona 2026 in Barcelona, Spain, on Tuesday, March 3, 2026. This year's edition of MWC is heavily geared toward AI and establishing best practices to leverage it to drive sales and wider adoption. Photographer: Angel Garcia/Bloomberg
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