Yaskawa ranks 11 on the Robotics 100 with a score of 91; Delta Electronics ranks 22 with 88. Yaskawa is ahead on deployment. Level on production, commercials, progress, technology, positioning, firepower and leverage. Delta Electronics is based in Taipei, Taiwan, Yaskawa in Kitakyushu, Japan. Delta Electronics: Public. Yaskawa: Established. Delta Electronics is named in 18 signals and Yaskawa in 57.
Delta has launched an embodied-AI dual-arm platform, placing it in robotics systems for industrial manipulation and collaborative robotic applications.
Darker bar: ahead of the other company on that measure.
The existing Robotics row stays and this is the second-domain (AI Core) row, scored at the top of the scale because Delta is the largest single beneficiary in this registry of the NVIDIA 800 VDC architecture transition. Q1 2026 was its strongest quarter ever: revenue NT$159.4 billion (up 36 percent), record 37 percent gross margin, record 17.8 percent operating margin, after-tax net profit up 101 percent to NT$20.55 billion, EPS NT$7.91. July 2026 monthly revenue alone was NT$67.07 billion. Products are co-developed with NVIDIA: 800 VDC In-Row 660 kW power racks carrying 480 kW embedded battery backup at up to 98 percent AC-DC efficiency, and a 2.4 MW In-Row Coolant Distribution Unit, both shown at GTC 2026, plus a microgrid on newly developed solid state transformers and solid oxide fuel cells with all-in-one energy storage for step loads. At COMPUTEX 2026 it unveiled a prefabricated modular AI data center integrating 800 VDC in-row power and a 3 MW liquid cooling system, cutting construction time 60 percent. The roadmap is dated: HVDC plus or minus 400 V small-volume shipment from H2 2026 with 800 V in 2027, SOFC sampling in 2026 and mass production targeted 2027. Capex grows more than 10 percent from 2025's NT$46.1 billion. The demand base is the four major CSPs, whose combined capex is projected to rise from about USD 410 billion in 2025 to about USD 670 billion in 2026. Taxonomy note: no sub_category covers rack and row-level power delivery (same gap as the LITEON row),
18 signals name Delta Electronics.
28 facts on file.
Yaskawa develops and sells MOTOMAN industrial robots, collaborative robots, heavy-object transport robots, and autonomous robot systems for manufacturing and other industrial markets.
Darker bar: ahead of the other company on that measure.
Yaskawa is a Japanese industrial-robot maker (Motoman) with capacity up to 24,000 robots a year and group revenue of Y542.1bn in FY2025 (robotics segment +6.4% in H1). It acquired Tokyo Robotics for humanoid actuators, completed Robotics Factory No.5 in Kitakyushu, and signed an AI-robotics MoU with SoftBank. Standalone robotics-segment revenue and current unit output are not broken out.
57 signals name Yaskawa.
25 facts on file.
Yaskawa ranks 11 on the Robotics 100 with a score of 91; Delta Electronics ranks 22 with 88. Yaskawa is ahead on deployment. Level on production, commercials, progress, technology, positioning, firepower and leverage. Delta Electronics is based in Taipei, Taiwan, Yaskawa in Kitakyushu, Japan. Delta Electronics: Public. Yaskawa: Established. Delta Electronics is named in 18 signals and Yaskawa in 57.
Yaskawa ranks 11 on the Robotics 100 with a score of 91; Delta Electronics ranks 22 with 88. Yaskawa is ahead on deployment. Level on production, commercials, progress, technology, positioning, firepower and leverage. Delta Electronics is based in Taipei, Taiwan, Yaskawa in Kitakyushu, Japan. Delta Electronics: Public. Yaskawa: Established. Delta Electronics is named in 18 signals and Yaskawa in 57. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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