Delta Electronics vs Microsoft

Microsoft is larger by market cap ($3.74T vs $144.4B). Microsoft reports higher tracked revenue ($331.8B vs $17.2B). Delta Electronics's primary segment is Power & Cooling; Microsoft's is Custom Silicon Designers.

Shared segment: AI & Data Center.

Side-by-side

Delta ElectronicsMicrosoft
Market cap$144.4B$3.74T
Revenue$17.2B (FY2025)$331.8B (FY2026)
Primary segmentPower & CoolingCustom Silicon Designers
Market positionleaderniche
CountryTaiwanUnited States
Tracked suppliers180
Tracked customers4512
Chokepoint / criticality91/1005/100

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 Microsoft compare

  • Size: Microsoft is the larger company by market cap.
  • Revenue: Microsoft reports higher tracked revenue.
  • Supply-chain criticality: Delta Electronics has the higher chokepoint score (91/100 vs 5/100).
  • Footprint: Delta Electronics (Taiwan) vs Microsoft (United States).

Company hubs

Delta Electronics · Microsoft · AI & Data Center segment

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