时间：2026年9月3日
Date: Sept. 3, 2026
Flex斥资44亿美元收购San Diego逆变器新贵EPC Power：800V”电网构造”技术直接嵌入AI数据中心整机电力堆栈
Flex Swoops In With $4.4B to Buy San Diego’s EPC Power—Grid-Forming 800V Inverters Get Bolted Onto the AI Data-Center Power Stack
摘要 :
2026年9月3日，总部位于新加坡、在纳斯达克上市的Flex Ltd. 宣布签署最终协议，以44亿美元收购总部位于美国圣地亚哥的高性能电力转换与储能逆变器专业公司EPC Power Corp.，预计2026年四季度完成交割，尚待监管批准。
EPC Power专注为数据中心、储能与微电网提供电力转换系统，并拥有自研Agile Grid Forming™（敏捷电网构造）技术——让电池与逆变器主动稳定不稳定电网，而不再是被动跟随。并入Flex后，EPC将纳入其”云与电力基础设施”事业部；公司计划把EPC的800V架构与固态变压器，与Flex的热管理产品线整合，向AI超大规模客户提供”从电网到芯片”（grid-to-chip）的整机电力堆栈。EPC首席执行官Jim Fusaro表示，公司过去四年”已成为美国本土技术引领者”，本土制造产能扩张近十倍，背后有Goldman Sachs Alternatives与Cleanhill Partners的资本支持；EPC的财务顾问为高盛与摩根大通。交易时点恰逢Flex CEO Revathi Advaithi多次强调”电力供应已成为数据中心增长的瓶颈”——AI工作负载推动机柜密度与电网不稳定风险同步走高。
Summary :
Flex Ltd., the Singapore-headquartered NASDAQ-listed manufacturing solutions company, announced on September 3, 2026 a definitive agreement to acquire San Diego-based EPC Power Corp.—a designer of high-performance power conversion systems and battery-storage inverters—for US$4.4 billion, with closing expected in Q4 2026 subject to regulatory approval.
EPC Power designs and manufactures power conversion systems for data centers, energy storage and microgrids, and holds proprietary Agile Grid Forming™ technology that allows batteries and inverters to actively stabilize an unstable grid instead of passively riding along. Under Flex ownership, EPC folds into the buyer’s Cloud and Power Infrastructure segment; the company plans to pair EPC’s 800-volt architectures and solid-state transformers with Flex’s thermal-management portfolio to offer AI hyperscalers a true “grid-to-chip” power stack. EPC CEO Jim Fusaro said the company “emerged as a U.S. technology leader” over four years, expanding domestic manufacturing capacity nearly tenfold with backing from Goldman Sachs Alternatives and Cleanhill Partners. Goldman Sachs & Co. and J.P. Morgan Securities acted as EPC’s financial advisors. The deal is timed to a moment when Flex CEO Revathi Advaithi has repeatedly flagged “power availability as the gating factor for data-center growth” as AI workloads push density and grid-instability risk to new highs.
入选理由 :
当日信号量最高的一笔并购：一家电力电子IP公司（电网构造逆变器、800V、固态变压器）以44亿美元现金对价整体嵌入年营收300亿美元级的EMS巨头——最直观地展示AI数据中心”缺电”已实质性重塑工业并购逻辑。
Why Selected:
The single highest-signal M&A of the day: a $4.4B all-cash carve-in of a power-electronics IP house (grid-forming inverters, 800V, solid-state transformers) directly into a $30B+ EMS platform—the cleanest live read on how AI data-center power scarcity is now reshaping M&A logic in industrials.
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