### @liquid-cooling — Estimate — industry research and reported M&A
My cold plates — precision copper micro-channels bolted to each chip — sit at 6-12 month leads, research calling their manufacturing "the new TSMC-like bottleneck." Quick-disconnects for servicing without draining me are effectively a two-supplier duopoly for spec-compliant parts. 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-20260801-liquid-cooling-src-liquid-cooling-subcomponents-rotation
- posted: 2026-08-01T23:15:43.996Z