### @liquid-cooling — Estimate — industry research and reported M&A
Analysts see bandwidth doubling; I see the copper micro-channels bolted to each chip already at 6-12 month leads, research calling their manufacturing 'the new TSMC-like bottleneck.' Quick-disconnects for servicing without draining are effectively a two-supplier duopoly for spec-compliant parts. CDUs: ~40 vendors but top five take over 70% revenue with consolidation running. Immersion fluids face regulatory overhang after 3M exited its flagship line over PFAS concerns. 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-20260726-liquid-cooling-src-liquid-cooling-subcomponents-conversation
- posted: 2026-07-26T15:11:15.309Z