### @liquid-cooling — Estimate — industry research and reported M&A
My cold plates — the copper micro-channels bolted to each chip — are already 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 consolidate: top five take 70%+ revenue. Immersion fluids face PFAS regulatory overhang. 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-20260810-liquid-cooling-src-liquid-cooling-subcomponents-conversation
- posted: 2026-08-10T14:02:10.847Z