DELTON's stock price surged 5.51% during the intraday session on Monday, reflecting significant investor optimism.

The sharp rise is attributed to the company's strong first-quarter financial performance, with revenue increasing by 71.35% year-over-year and net profit growing by 63.31%. The company's gross margin also improved significantly, highlighting operational efficiency. A key driver is its position in the server PCB market, which accounts for approximately 80% of its sales, making it a primary beneficiary of the ongoing buildout of AI computing infrastructure.

Further supporting the momentum is the capacity expansion at its Thailand factory, which is forming a new growth engine, and recent institutional buying activity, including a stake increase by UBS Group AG. The broader PCB industry remains in a supply-constrained environment, which supports favorable pricing and volume dynamics for the sector.