Delta Electronics vs Mitsubishi Electric
Delta Electronics and Mitsubishi Electric are both placed on 3 of the same AI data center parts in this catalog, spanning layers 5, 7. Delta Electronics appears on 18 parts in total and Mitsubishi Electric on 12.
At a glance
| Delta Electronics | Mitsubishi Electric | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Taipei, Taiwan | Tokyo, Japan |
| Primary listing | 2308.TW | 6503.T |
| Market cap | 4.05T TWD | 9.76T JPY |
| Parts placed | 18 | 12 |
| Layers covered | 6 | 5 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 0 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- 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.
- UPS (static, modular, rotary/DRUPS) & UPS power semis — Uninterruptible power supplies that bridge the gap between a utility outage and generator start, built as static (battery-based), modular, or rotary/diesel-rotary (DRUPS) designs, plus the power semiconductors inside them.
- 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 | Mitsubishi Electric |
|---|---|---|
| Coolant distribution units Layer 5 — Liquid cooling (IT-side: chip to CDU) | manufacturer inferred | manufacturer reported |
| UPS (static, modular, rotary/DRUPS) & UPS power semis Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
Only Delta Electronics
- Switch systems & white-box ODMs layer 3
- Board-level power: VRMs, power stages, PoL, power semis layer 4
- Power shelves & PSUs layer 4
- Fans layer 4
- In-rack busbar & power whips layer 4
- Rack PDUs layer 4
- Air-cooled heatsinks & vapor chambers layer 4
- Direct-to-chip cold plates layer 5
- Rack manifolds layer 5
- Building management, controls, environmental sensors layer 6
- and 5 more on Delta Electronics's page.
Only Mitsubishi Electric
- Lasers layer 3
- Chillers & compressors layer 6
- CRAH / CRAC / fan walls / in-row units layer 6
- Large power transformers (345–765 kV) & substations layer 7
- HV switchgear, GIS, breakers, protection relays layer 7
- MV switchgear, E-houses, power skids layer 7
- LV switchgear, switchboards, panelboards layer 7
- IGBT and SiC modules layer 7
- HVDC layer 8
Questions
- Do Delta Electronics and Mitsubishi Electric compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Coolant distribution units, UPS (static, modular, rotary/DRUPS) & UPS power semis, 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 Mitsubishi Electric?
- Delta Electronics has 18 placements and Mitsubishi Electric has 12. 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.