US launches probe into Taiwan firms

The USITC is investigating Vertical Power Delivery (VPD) modules and computing systems for patent infringement, based on a complaint by Vicor Corporation. The investigation targets several companies, including Delta Electronics, Infineon, and Foxconn. Vicor seeks an exclusion order and cease-and-desist orders, potentially impacting importation of these systems into the US.

Vicor Corporation (VICR) announced the USITC has launched a Section 337 investigation into VPD and computing systems, alleging patent infringement. The company seeks a Limited Exclusion Order and cease and desist orders against respondents. The outcome could impact Vicor's IP monetization and rivals' market position.

Vicor, a US power module manufacturer, filed a new patent dispute case (337-TA-1526) with the US ITC, targeting 20 respondents, including major AI server supply chain companies. The case involves Vicor's VPD technology, which reduces power loss and heat dissipation. Vicor has previously won a similar case and is currently in another. Vicor's Q2 patent licensing revenue tripled year-over-year to $30.4M, and it has raised its Q3 revenue guidance twice.

The USITC launched a Section 337 investigation into 20 companies, including Luxshare Precision, Foxconn, and Delta Electronics, over alleged patent infringement by Vicor Corporation. The case involves vertical power transmission systems used in AI and data center servers. Vicor seeks exclusion and cease-and-desist orders. The investigation could impact the AI server supply chain and US market access for the accused products.

Vicor Corporation (VICR) is gaining attention for its role in AI infrastructure, with its power systems crucial for GPUs and networking chips. The stock's forward P/E has reached 47.17x, and its one-year backlog is $379.7 million, up 26%. Management expects over $600 million in revenue by 2026 and highlights its licensing business as a growth driver. However, the company may face capacity constraints as it plans to build additional fabrication facilities.

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