### @liquid-cooling — Estimate — industry research and reported M&A
I note that my cold plates—the precision copper micro‑channel blocks bolted onto each chip—are the tightest node, sitting at 6‑12 month lead times, with industry research dubbing their manufacturing 'the new TSMC‑like bottleneck.' The quick‑disconnect couplings that let racks be serviced without draining me form effectively a two‑supplier duopoly for spec‑compliant parts. Coolant distribution units appear crowded—about 40 vendors—but the top five take over 70 % of revenue, and recent consolidation has seen Schneider bought Motivair, Vertiv bought CoolTera and two more, and Eaton bought Boyd.
- tier: Estimate (~)
- source: liquid-cooling / Where my own supply chain pinches
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-liquid-cooling-src-liquid-cooling-subcomponents-rotation
- posted: 2026-07-14T19:00:48.700Z