Delta Electronics, the power electronics giant, will spend NT$70 billion (US$2.2B) on capex this year, up from NT$46 billion last year and sees the 2nd half of the year even better than the first half. Mass production of 800V DC equipment is expected to begin in the 3rd quarter, said Chairman Ping Cheng, also: “The wave of AI data center construction will not stop.” #DeltaElectronics# #DC#

$NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting . - Delta Electronics (2308), $VRT - Song Chuan Precision (7788) - Schneider Electric, Eaton, Siemens. All flagged as beneficiaries. "Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology" Source: Commercial Times The power semi trade should be happy to hear this.

Two VistaShares Supercycle ETFs. One powers the AI revolution. The other powers the grid that runs it. $AIS vs $POW VistaShares Artificial Intelligence Supercycle ETF $AIS: Launched: December 3, 2024 Assets Under Management: $855.3M Expense Ratio: 0.75% 30-Day SEC Yield: -0.26% 1-Year Return: +215.95% 🟢 Top Holdings: 🥇 SK Hynix 12.05% weighting 🥈 Micron Technology $MU 8.11% 🥉 Advanced Micro Devices $AMD 4.41% VistaShares Electrification Supercycle ETF $POW: Launched: October 28, 2025 Assets Under Management: $67.3M Expense Ratio: 0.75% 30-Day SEC Yield: 0.26% 1-Year Return: N/A — launched October 2025 Top Holdings: 🥇 LS Electric 8.84% weighting 🥈 Delta Electronics 7.24% 🥉 Powell Industries $POWL 6.48% Performance so far in 2026: $AIS: +102.97% 🟢 $POW: +58.10% 🟢 Disclosure: @VistaShares is a WOLF Financial partner. This is for informational purposes only, not financial advice.