Delta Electronics vs Nidec
Delta Electronics and Nidec are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 5. Delta Electronics appears on 18 parts in total and Nidec on 4.
At a glance
| Delta Electronics | Nidec | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Taipei, Taiwan | Japan |
| Primary listing | 2308.TW | 6594.T |
| Market cap | 4.05T TWD | 1.96T JPY |
| Parts placed | 18 | 4 |
| Layers covered | 6 | 3 |
| 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
- Fans — The axial and centrifugal fans mounted in server chassis and rack trays that move air across heatsinks and boards, still needed even in racks that use liquid cooling for the highest-power chips.
- Direct-to-chip cold plates — A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.
- 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.
The 3 parts both make
| Part | Delta Electronics | Nidec |
|---|---|---|
| Fans Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| Direct-to-chip cold plates Layer 5 — Liquid cooling (IT-side: chip to CDU) | manufacturer inferred | manufacturer inferred |
| Coolant distribution units Layer 5 — Liquid cooling (IT-side: chip to CDU) | 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
- In-rack busbar & power whips layer 4
- Rack PDUs layer 4
- Air-cooled heatsinks & vapor chambers layer 4
- Rack manifolds layer 5
- Building management, controls, environmental sensors layer 6
- Busway / busbar trunking layer 7
- Floor PDUs, RPPs, static transfer switches, ATS layer 7
- and 5 more on Delta Electronics's page.
Only Nidec
- Fans and motors layer 6
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Delta Electronics and Nidec compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Fans, Direct-to-chip cold plates, Coolant distribution units. 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 Nidec?
- Delta Electronics has 18 placements and Nidec has 4. 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.