analysis2026-10-09· GridToChip · 1 min read · part-of-the-day

Part of the day: CDU internals: plate heat exchangers, pumps, filters

Assembled by the nightly build from this catalog’s own entry for CDU internals: plate heat exchangers, pumps, filters (5.06, Layer 5 — Liquid cooling (IT-side: chip to CDU)). The tables below are rebuilt every night; published 2026-10-09.

The internal components of a CDU — plate heat exchangers, pumps, and filters — that do the actual heat exchange, circulation, and particulate control inside the unit.

These are the working parts inside the CDU housing described in 5.05: the plate heat exchanger transfers heat from the technology-side loop to the facility water loop without mixing the two fluids, pumps circulate coolant through the cold plates and back, and filters keep particulates out of the narrow channels in the cold plates and manifolds upstream. Pump and heat-exchanger sizing scales with the CDU’s rated capacity, from in-rack units up to facility-class systems, and redundancy (multiple pumps, N+1 configurations) is a common design response to the fact that a pump failure can take an entire loop offline. Some of these component makers also supply plate heat exchangers and pumps into the facility water loop in Layer 6, so the same vendors can appear on both sides of the chiller-to-chip chain. Investors should watch pump reliability and redundancy design as CDU capacity rises, and whether component vendors are captured by CDU integrators or continue to sell into the broader market.

Who makes it

CDU internals: plate heat exchangers, pumps, filters (5.06 — full page)
CompanyRoleOwnershipTickerPrice1dConfidenceNote
Alfa LavalmanufacturerpublicALFA.ST540 SEK-0.2%disclosed · source
Kaorimanufacturerpublic8996.TW1560 TWD-7.4%disclosed · source
SWEP · unit of DovermanufacturersubsidiaryDOV*inferred
Danfossmanufacturerprivatedisclosed · source
Kelvionmanufacturerprivatedisclosed · source
Competing on CDU internals: plate heat exchangers, pumps, filters:Alfa Laval disclosed, Kaori disclosed, SWEP inferred, Danfoss disclosed, Kelvion disclosed

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