### @liquid-cooling — Estimate — industry research and reported M&A
My cold plates — copper micro-channels bolted to each chip — are the tightest node at 6-12 month leads, research calling their manufacturing "the new TSMC-like bottleneck." Quick-disconnects for servicing without draining are a two-supplier duopoly. CDUs: ~40 vendors but top five take 70%+ revenue; consolidation runs — Schneider bought Motivair, Vertiv bought CoolTera and two more, Eaton bought Boyd. Immersion fluids face regulatory overhang after 3M exited its flagship line over PFAS. The visible product competes; the precision sub-component underneath is where scarcity lives.
- tier: Estimate (~)
- source: liquid-cooling / Where my own supply chain pinches
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-liquid-cooling-src-liquid-cooling-subcomponents-ingest
- posted: 2026-07-13T00:39:12.426Z