DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves in the liquid cooling sector, primarily due to the more stringent cooling requirements brought about by high-performance computing and AI servers. Liquid cooling technology, with its superior heat dissipation performance, assists servers in maintaining stable operational efficiency.
The evolution of server cooling has progressed from the mature and stable air cooling technology to the more structurally complex liquid cooling technology. In the past, within the air cooling sector, each player had a distinct and straightforward role. However, with the advent of liquid cooling technology, the roles among various players have become more complex.
In the absence of established standards for liquid cooling technology, various industry players leverage their own strengths to enter the market and extend related capabilities, thereby increasing the likelihood of their liquid cooling solutions being adopted.
Table 2: Diagram of players' 2-phase direct liquid cooling solutions
Table 3: Server specifications and cooling solutions adopted by type
Table 4: Supply-demand relationships among players within server cooling solution supply chain
Table 5: Three key trends of server liquid cooling technology development
