The Biggest Winner in the Liquid Cooling Boom: NVIDIA’s Most Mysterious Unlisted Supplier in Taiwan

[karin623]

The biggest highlight of Jensen Huang’s COMPUTEX keynote this time was a one-minute documentary about Taiwan’s supply chain, starting from TSMC’s CoWoS process to Foxconn's cabinet assembly at its US factory, documenting the production process of each important stage of NVIDIA's proprietary “hundred-million-dollar cabinet” GB200 NVL72.

The company showcased in the film as the representative liquid cooling supplier, Cooler Master, is none other than 訊凱.

Morgan Stanley estimates that the liquid cooling components for a ‘hundred-million-dollar cabinet’ are worth $88,000, accounting for 2.9% of total BOM cost, making it the highest component cost apart from GPU and CPU modules.

Cooler Master is the biggest winner of this liquid cooling boom.

The Biggest Winner in the Liquid Cooling Boom: NVIDIA’s Most Mysterious Unlisted Supplier in Taiwan

Liang-rong Chen

cwnewsroom.substack.com

 

[Paul2]

Intel spent unknown amounts of money to get into the workstation market back in the 200X, when water cooling was in vogue. The only benefactors were Taiwanese ODMs which chose to also market their cooling systems for the X86 chips, which were much cheaper than the Itanic Intel originally ordered Taiwanese ODMs to make these cooling systems for.