AVC vs Boyd
AVC and Boyd are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 5. AVC appears on 4 parts in total and Boyd on 5.
At a glance
| AVC | Boyd | |
|---|---|---|
| Ownership | public | private |
| Headquarters | Kaohsiung, Taiwan | United States |
| Primary listing | 3017.TW | none in catalog |
| Market cap | 1.23T TWD | |
| Parts placed | 4 | 5 |
| Layers covered | 2 | 3 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Air-cooled heatsinks & vapor chambers — The finned aluminum or copper heatsinks and vapor chambers that spread and dissipate heat from chips that rely on airflow (4.13) rather than a liquid cold plate.
- Direct-to-chip cold plates — A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.
- Rack manifolds — The manifold (sometimes called a CDM) that distributes coolant from the CDU supply line to each cold plate in a rack and collects the return flow, usually mounted vertically at the rear or side of the rack.
The 3 parts both make
| Part | AVC | Boyd |
|---|---|---|
| Air-cooled heatsinks & vapor chambers Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| Direct-to-chip cold plates Layer 5 — Liquid cooling (IT-side: chip to CDU) | manufacturer inferred | manufacturer disclosed |
| Rack manifolds Layer 5 — Liquid cooling (IT-side: chip to CDU) | manufacturer inferred | manufacturer disclosed |
Only AVC
- Fans layer 4
Only Boyd
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do AVC and Boyd compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Air-cooled heatsinks & vapor chambers, Direct-to-chip cold plates, Rack manifolds. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, AVC or Boyd?
- AVC has 4 placements and Boyd has 5. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.