Delta Electronics vs GDS Holdings
Delta Electronics is larger by market cap ($144.4B vs $6.5B). Delta Electronics reports higher tracked revenue ($17.2B vs $1.6B). Delta Electronics's primary segment is Power & Cooling; GDS Holdings's is Data Center REITs.
Shared segment: AI & Data Center.
Side-by-side
| Delta Electronics | GDS Holdings | |
|---|---|---|
| Market cap | $144.4B | $6.5B |
| Revenue | $17.2B (FY2025) | $1.6B (FY2025) |
| Primary segment | Power & Cooling | Data Center REITs |
| Market position | leader | major |
| Country | Taiwan | China |
| Tracked suppliers | 1 | 4 |
| Tracked customers | 45 | 5 |
| Chokepoint / criticality | 91/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Delta Electronics and GDS Holdings compare
- Size: Delta Electronics is the larger company by market cap.
- Revenue: Delta Electronics reports higher tracked revenue.
- Supply-chain criticality: Delta Electronics has the higher chokepoint score (91/100 vs 8/100).
- Footprint: Delta Electronics (Taiwan) vs GDS Holdings (China).