Do Delta Electronics and Lite-On compete?

In this catalog they are both placed on 3 of the same parts, across 2 layers: Power shelves & PSUs, In-rack busbar & power whips, 800 V DC architecture & solid-state transformers. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.

Which has more placements, Delta Electronics or Lite-On?

Delta Electronics has 18 placements and Lite-On has 3. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.

Delta Electronics vs Lite-On

Delta Electronics and Lite-On are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 7. Delta Electronics appears on 18 parts in total and Lite-On on 3.

At a glance

	Delta Electronics	Lite-On
Ownership	public	public
Headquarters	Taipei, Taiwan	Taiwan
Primary listing	2308.TW	2301.TW
Market cap	4.05T TWD	579.9B TWD
Parts placed	18	3
Layers covered	6	2
Units / subsidiaries	0	0
Seen in machines	1	1

Market caps are a nightly snapshot in each listing's own currency, never converted.

What the shared parts are

Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.

The 3 parts both make

Part	Delta Electronics	Lite-On
Power shelves & PSUs Layer 4 — Servers, racks & integration	manufacturer inferred	manufacturer inferred
In-rack busbar & power whips Layer 4 — Servers, racks & integration	manufacturer reported	manufacturer reported
800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack)	manufacturer inferred	manufacturer disclosed

Only Delta Electronics

Switch systems & white-box ODMs layer 3
Board-level power: VRMs, power stages, PoL, power semis layer 4
Fans layer 4
Rack PDUs layer 4
Air-cooled heatsinks & vapor chambers layer 4
Direct-to-chip cold plates layer 5
Rack manifolds layer 5
Coolant distribution units layer 5
Building management, controls, environmental sensors layer 6
Busway / busbar trunking layer 7
and 5 more on Delta Electronics's page.

Only Lite-On

Every part Lite-On is placed on is shared with the other company.

Named in the same machines

Nvidia GB300 NVL72 rack teardown

Questions

Do Delta Electronics and Lite-On compete?: In this catalog they are both placed on 3 of the same parts, across 2 layers: Power shelves & PSUs, In-rack busbar & power whips, 800 V DC architecture & solid-state transformers. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
Which has more placements, Delta Electronics or Lite-On?: Delta Electronics has 18 placements and Lite-On has 3. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.

Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.