"Despite the Supreme Court ruling, some existing duties still affect the industry," said Victor Cheng, chief executive of the manufacturer and exporter of power supply, electronic components and equipment. For Delta Thailand, we remain in close communication with our customers and suppliers while monitoring developments to ensure we can respond quickly to market changes, maintaining dependable execution." "There is no immediate impact on Delta as tariff treatments are addressed in our customer agreements. AI AND DATA CENTRESPhatipak Navawatana, an analyst with Krungsri Securities, said the main revenue driver for Delta is power electronics directly linked with AI and cloud data centres. The products include advanced power management (power supply for data centre buildings and their servers) and liquid cooling solutions designed for GPU/AI workloads.

Source: Bangkok Post March 12, 2026 00:28 UTC