Who BizLink is
BizLink Holding (3665.TW) makes connectors, cable assemblies, and wire harnesses, built up over the last decade through acquisition as much as organic growth. It is one of four Taiwan-listed companies on NVIDIA's published 800 VDC ecosystem list, under power system components, alongside Delta, Lite-On and Lead Wealth.
Business mix
BizLink runs what it calls a 4x4 model — four businesses across four regions (North America, Europe, East Asia, Southeast Asia):
- Industrial — the largest segment, spanning factory automation, capital equipment, energy storage, and medical.
- Automotive — including EV and charging.
- IT and datacom — peripherals plus high-performance computing and data center.
- Appliance — the smallest segment.
The stated purpose of that spread is resilience: when consumer-facing demand slows, the industrial and energy businesses are supposed to carry the cycle.
Where it sits in the NVIDIA 800 VDC stack
The physical interface. NVIDIA's whitepaper is specific about what 800 V requires at the connector: touch-safe connectors everywhere a human can reach, mechanical interlocks so nothing disconnects under load, and distribution through 1500 A busducts or liquid-cooled cables. The design approach is borrowed from EV charging, where connectors are already built for untrained consumers at high voltage.
That is BizLink's competence — it already supplies EV charging and industrial high-current interconnect.
Coverage note
This is the thinnest coverage in the collection. The most recent BizLink earnings call in this archive is from December 2023, well before NVIDIA published the 800 VDC architecture, so no BizLink note here contains 800V commentary. The company's official listing is the fact; the notes are background until a current call is available.