ENTITY · delta_electronics
Delta Electronics2308
Taiwan·power thermal·leader·$176.3B mkt cap
Power supplies, cooling, and power management for data centers and EVs.
WATCH · 40–69
56/100 illustrative
Underwriting Thesis
WATCH — Delta Electronics: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in power thermal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence86
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MDelta Electronics → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC
- EquinixUnited StatesDOMESTIC
- Digital RealtyUnited StatesDOMESTIC