Stock Track | DELTON Soars 5.05% Intraday on Strong Q1 Results Driven by AI Computing Demand

Stock Track
05/04

DELTON's stock surged 5.05% intraday, continuing its positive momentum following the release of blockbuster first-quarter financial results.

The company reported Q1 revenue of approximately RMB 1.914 billion, representing a 71.35% year-over-year increase, while net profit attributable to shareholders reached RMB 393 million, surging 63.31% year-over-year. The revenue surge was primarily attributed to sustained AI computing power demand driving PCB orders higher.

Notably, the company's Thailand Phase I facility contributed approximately 35% of revenue, and orders tied to next-generation NVIDIA and AMD platforms accounted for around 60% of total revenue, with production capacity locked in through the end of next year.

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