@Success88：
$Qualcomm(QCOM)$ $Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ The rise of artificial intelligence (AI) is ushering in a new era for the semiconductor supply chain. Large server companies, once at the helm of component procurement, are now grappling with the complex demands of advanced GPU/CPU and accelerator subsystems. These high-performance components, often integrated with high-bandwidth memory using advanced packaging technology, necessitate power-hungry servers that require liquid cooling for optimal operation. Despite the seismic shifts
