Delta Electronics vs IREN
Delta Electronics is larger by market cap ($144.4B vs $14.2B). Delta Electronics reports higher tracked revenue ($17.2B vs $501M). Delta Electronics's primary segment is Power & Cooling; IREN's is Data Center Operators (Colo).
Shared segment: AI & Data Center.
Side-by-side
| Delta Electronics | IREN | |
|---|---|---|
| Market cap | $144.4B | $14.2B |
| Revenue | $17.2B (FY2025) | $501M (FY2025) |
| Primary segment | Power & Cooling | Data Center Operators (Colo) |
| Market position | leader | challenger |
| Country | Taiwan | Australia |
| Tracked suppliers | 1 | 7 |
| Tracked customers | 45 | 5 |
| Chokepoint / criticality | 91/100 | 7/100 |
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 IREN 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 7/100).
- Footprint: Delta Electronics (Taiwan) vs IREN (Australia).