Vicor Provides Non-Negotiable Power Supply for AI Chips
Production partners are expected to further boost the licensing business
The number of major AI licensees is set to increase from 2 to 6
Reading Time: 2 minutes
Vicor (VICR) is likely to continue its upward trend for several reasons. Management refers to non-negotiable power supply solutions for AI chips and plans a run-rate of $800 million by 2026, starting from $350 million in product revenues last year. This is based on an aimed utilization of 80% in Fab 1, which could exceed $1 billion with 100% utilization. Fab 2 is expected to generate revenues by 2028. Modern AI chips increasingly require new vertical power distribution (VPD) to meet huge power demands without significant energy losses. The main...
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