Vicor: Pioneer in Power Supply for AI Chips Accelerates Revenue Growth!
Reading Time: 4 minutes
Vicor delivers essential technologies for the power supply of modern AI chips. The transition to the 2nd generation of "Vertical Power Delivery" technology will start in the second half of 2026. The order backlog increased by 70% quarter-over-quarter to over 300 million USD. The annual capacity of Fab 1 is expected to rise from 1 billion to 1.5 billion USD. OEMs and hyperscalers will need to license the technologies, according to management. The high-margin licensing business is expected to grow to 50% of product revenue. Vicor...
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