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Supply chain6/day by emailPrimary
Modine Manufacturing, the thermal-management maker whose liquid-cooling systems keep hyperscale AI server racks from overheating, saw hyperscaler demand keep surging — first-quarter fiscal 2027 Data Centers segment sales reached $348.6 million in Data Centers segment sales, up 90% year-over-year
Verified 2026-09-03
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Read this morning's edition →The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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