INDUSTRY ANALYSIS

Cooling supply chain analysis

Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.

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English edition 2026-10-17 · Updated 2026-10-17

Vera Rubin Supply Chain Update After OCP 2026

Vera Rubin is driving demand for high-voltage DC power distribution, liquid cooling, and advanced passive components, but specification upgrades, supplier qualification, and revenue growth follow different timelines.

Cooling supply chain800 V DC power distributionPower-supply and power-electronics chainPSU capacitorsAI ServersServer PSU modulesDelta Electronics (2308)LITEON (2301)Asia Vital Components (3017)Auras Technology (3324)Jentech Precision Industrial (3653)YAGEO (2327)Walsin Technology (2492)NVIDIA