analysis2026-10-03· GridToChip · 1 min read · part-of-the-day

Part of the day: Air-cooled heatsinks & vapor chambers

Assembled by the nightly build from this catalog’s own entry for Air-cooled heatsinks & vapor chambers (4.17, Layer 4 — Servers, racks & integration). The tables below are rebuilt every night; published 2026-10-03.

The finned aluminum or copper heatsinks and vapor chambers that spread and dissipate heat from chips that rely on airflow (4.13) rather than a liquid cold plate.

Heatsinks and vapor chambers sit directly on chips that aren’t covered by a liquid cold plate (layer 5.01) — memory, networking silicon, VRMs, and, in air-cooled server configurations, the CPU or GPU itself — spreading heat across a larger surface area for fans (4.13) to carry away. As rack-scale AI systems move the highest-power chips to liquid cooling, this part’s role narrows to the components liquid cooling doesn’t reach and to the segment of the market still running air-cooled GPU servers rather than rack-scale liquid systems. That narrowing role doesn’t mean the part disappears — it means the design problem shifts toward smaller, more thermally demanding heatsinks squeezed into a chassis that also has to route liquid-cooling plumbing, rather than large heatsinks free to use as much airflow and space as needed. For investors, this tier’s growth is more tied to the air-cooled and hybrid segment of the server market than to the highest-end liquid-cooled racks, so its trajectory diverges somewhat from the rest of this layer as liquid cooling adoption increases.

AI delta: As the highest-power chips in a rack move to liquid cooling, heatsinks and vapor chambers narrow to the components liquid cooling doesn’t reach, shrinking in scope even as they get squeezed into more crowded, liquid-plumbed chassis.

Who makes it

Air-cooled heatsinks & vapor chambers (4.17 — full page)
CompanyRoleOwnershipTickerPrice1dConfidenceNote
Aurasmanufacturerpublic3324.TWO1360 TWD+0.4%inferred
AVCmanufacturerpublic3017.TW3145 TWD-2.8%inferred
Chaun-Choung CCImanufacturerpublic6230.TW108 TWD-3.6%inferred
Delta Electronicsmanufacturerpublic2308.TW1560 TWD-3.4%inferred
Foxconn (Hon Hai)manufacturerpublic2317.TW245 TWD-1.6%inferred
Jentechmanufacturerpublic3653.TW6070 TWD-7.3%inferred
Boydmanufacturerprivateinferred
Cooler Mastermanufacturerprivateinferred
Taisolmanufacturerprivateinferred
Competing on Air-cooled heatsinks & vapor chambers:Auras inferred, AVC inferred, Chaun-Choung CCI inferred, Delta Electronics inferred, Foxconn (Hon Hai) inferred, Jentech inferred, Boyd inferred, Cooler Master inferred, Taisol inferred

The full entry — sub-categories, news, videos and sources — lives on the Air-cooled heatsinks & vapor chambers page.

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