Delta Electronics vs IBM
IBM is larger by market cap ($224.6B vs $144.4B). IBM reports higher tracked revenue ($67.5B vs $17.2B). Delta Electronics's primary segment is Power & Cooling; IBM's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Delta Electronics | IBM | |
|---|---|---|
| Market cap | $144.4B | $224.6B |
| Revenue | $17.2B (FY2025) | $67.5B (FY2025) |
| Primary segment | Power & Cooling | Hyperscalers |
| Market position | leader | major |
| Country | Taiwan | United States |
| Tracked suppliers | 1 | 6 |
| Tracked customers | 45 | 1 |
| Chokepoint / criticality | 91/100 | 68/100 |
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 IBM compare
- Size: IBM is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: Delta Electronics has the higher chokepoint score (91/100 vs 68/100).
- Footprint: Delta Electronics (Taiwan) vs IBM (United States).