- Vicor raised Q3 sequential revenue growth guidance from ~10% to >20%.
- The increase is driven by royalties from a non-exclusive license for Vertical Power Delivery (VPD) technology.
- Four leading OEMs and hyperscalers have now licensed Vicor's power-system technology.
- CEO Patrizio Vinciarelli said some hyperscalers approached after seeing unlicensed VPD systems face legal action.
- The licensing model aims to give OEMs multiple suppliers while generating royalty revenue.
- Vicor updated its Q3 revenue outlook to sequential growth of more than 20%, up from ~10%, attributing the revision to royalty revenue from a new non-exclusive license of its Vertical Power Delivery technology. The company disclosed that four OEMs and hyperscalers have now licensed the technology. CEO Vinciarelli indicated that some hyperscalers initiated licensing discussions after observing legal actions against unlicensed VPD implementations.
The headline and the read are open. The reasons are one free account away, on every story.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
BORSAPLUSWhy it matters · Bull and bear case · Reaction against SPY and the sector · What to watch
Create a free account · no card