What Daikin makes for data centers
public · HQ Osaka, Japan · daikin.com · also known as: AAF
Daikin Applied, a Daikin Industries business, makes chillers for data centers including magnetic-bearing and air-cooled lines, and has moved into rack-level and direct-to-chip liquid cooling through its 2025 acquisitions of DDC Solutions (containment) and Chilldyne (negative-pressure CDUs). Its AAF brand supplies air filtration relevant to data-center air handling.
Listing
Tokyo Stock Exchange: 6367.T· 21185 JPY -0.66% · mkt cap 5.90T JPY
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
7 parts across 3 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 5 — Liquid cooling (IT-side: chip to CDU)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Coolant distribution units | manufacturer | inferred | Auras, Delta Electronics, Envicool, Foxconn (Hon Hai), Johnson Controls, Kaori |
Layer 6 — Facility cooling & HVAC
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Chillers & compressors | manufacturer | disclosed | Schneider Electric, Carrier, Gree, Johnson Controls, LG, Midea | |
| Dry coolers, adiabatic/evaporative units, cooling towers, fans & motors | manufacturer | inferred | Alfa Laval, LU-VE, Modine, Munters, SPX Technologies, Vertiv | |
| CRAH / CRAC / fan walls / in-row units | manufacturer | inferred | Schneider Electric, Envicool, Johnson Controls, Kingspan, Mitsubishi Electric, Munters | |
| Air handling, economizers, filtration | manufacturer | disclosed | Donaldson, Johnson Controls, Munters, Parker Hannifin, Systemair, Trane | |
| Compressors | manufacturer | inferred | Mitsubishi Heavy Industries, Bitzer, Copeland, Danfoss |
Layer 10 — Materials & upstream inputs
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Refrigerants & insulating gases | manufacturer | inferred | Arkema, Chemours, Honeywell, Orbia/Koura, Syensqo |
Where Daikin sits in the stack
Daikin's placements in this catalog cover 7 parts, from layer 5 (liquid cooling (it-side: chip to cdu)) to layer 10 (materials & upstream inputs). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Refrigerants & insulating gases — Refrigerant chemicals used in cooling equipment and dielectric gases used to insulate and interrupt current inside medium- and high-voltage switchgear.
- Coolant distribution units — The unit that separates the IT-side (technology) coolant loop from the facility water loop, exchanging heat between them and pumping and filtering the technology-side flow — sized from in-rack and in-row units up to multi-megawatt facility-class units.
- Chillers & compressors — Chillers use a vapor-compression or absorption cycle, built around a compressor, to produce chilled water for the facility's cooling loop.
- Compressors — The core rotating component inside a chiller — centrifugal, screw, scroll, or magnetic-bearing (turbocor-type) — that drives the vapor-compression refrigeration cycle.
- Dry coolers, adiabatic/evaporative units, cooling towers, fans & motors — Dry coolers, adiabatic/evaporative units, and cooling towers reject heat picked up by the facility water loop to outside air, driven by fans and motors.
- and 2 more in the table above.
Closest peers in this catalog
Latest feed
- Japan's chip materials makers reportedly deepen Taiwan ties as AI reshapes supply chains — DigiTimes, 2026-09-01Japanese manufacturers of semiconductor materials are reportedly strengthening their relationships with Taiwanese suppliers to support the growing demand for AI-driven chip production.
Questions about Daikin
- What does Daikin make for AI data centers?
- This catalog places Daikin on 7 parts: Coolant distribution units (manufacturer), Chillers & compressors (manufacturer), Dry coolers, adiabatic/evaporative units, cooling towers, fans & motors (manufacturer), CRAH / CRAC / fan walls / in-row units (manufacturer), Air handling, economizers, filtration (manufacturer), Refrigerants & insulating gases (manufacturer) and Compressors (manufacturer).
- Is Daikin publicly traded?
- Yes — Daikin is listed on Tokyo Stock Exchange under 6367.T. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Daikin based?
- Osaka, Japan, per the company record in this catalog.
- Who else makes coolant distribution units for AI data centers?
- Auras, Delta Electronics, Envicool, Foxconn (Hon Hai), Johnson Controls and Kaori are also placed on Coolant distribution units in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Daikin the mix is 2 disclosed and 5 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.daikinapplied.com · www.daikin.com · www.daikin.com.· Markdown · JSON