Delta Electronics vs Flex
Delta Electronics and Flex are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 5, 7. Delta Electronics appears on 18 parts in total and Flex on 5.
At a glance
| Delta Electronics | Flex | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Taipei, Taiwan | Austin, United States |
| Primary listing | 2308.TW | FLEX |
| Market cap | 4.05T TWD | 28.3B USD |
| Parts placed | 18 | 5 |
| Layers covered | 6 | 4 |
| 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
- Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- 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.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
The 3 parts both make
| Part | Delta Electronics | Flex |
|---|---|---|
| Power shelves & PSUs Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred Power Modules |
| Direct-to-chip cold plates Layer 5 — Liquid cooling (IT-side: chip to CDU) | manufacturer inferred | manufacturer inferred |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
Only Delta Electronics
- Switch systems & white-box ODMs layer 3
- Board-level power: VRMs, power stages, PoL, power semis layer 4
- Fans layer 4
- In-rack busbar & power whips layer 4
- Rack PDUs layer 4
- Air-cooled heatsinks & vapor chambers layer 4
- Rack manifolds layer 5
- Coolant distribution units layer 5
- Building management, controls, environmental sensors layer 6
- Busway / busbar trunking layer 7
- and 5 more on Delta Electronics's page.
Only Flex
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Delta Electronics and Flex compete?
- In this catalog they are both placed on 3 of the same parts, across 3 layers: Power shelves & PSUs, Direct-to-chip cold plates, 800 V DC architecture & solid-state transformers. 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, Delta Electronics or Flex?
- Delta Electronics has 18 placements and Flex 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.