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
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Auras | manufacturer | public | 3324.TWO | 1360 TWD | +0.4% | inferred | |
| AVC | manufacturer | public | 3017.TW | 3145 TWD | -2.8% | inferred | |
| Chaun-Choung CCI | manufacturer | public | 6230.TW | 108 TWD | -3.6% | inferred | |
| Delta Electronics | manufacturer | public | 2308.TW | 1560 TWD | -3.4% | inferred | |
| Foxconn (Hon Hai) | manufacturer | public | 2317.TW | 245 TWD | -1.6% | inferred | |
| Jentech | manufacturer | public | 3653.TW | 6070 TWD | -7.3% | inferred | |
| Boyd | manufacturer | private | inferred | ||||
| Cooler Master | manufacturer | private | inferred | ||||
| Taisol | manufacturer | private | inferred |
The full entry — sub-categories, news, videos and sources — lives on the Air-cooled heatsinks & vapor chambers page.