🟢 Vicor (VICR) – Very Significant Positive News
On September 30, 2026, Vicor significantly raised its Q3 revenue forecast.
- Previously: sequential revenue growth >20%
- New: Sequential revenue growth >30%
- Reason: Higher royalty payments from the first non-exclusive VPD license agreement
- The license pertains to Vertical Power Delivery (VPD) and a new OEM customer in the field of high-performance AI/computing systems.
Vicor Corporation erhöht Umsatzprognosen für das dritte Quartal 2026 | Vicor Corporation
This is for my 16 VICR , this is indeed a highly relevant announcement and not just a price movement.
Why I find it particularly interesting for the 2036 portfolio
The news has two aspects:
1. Short term:
Vicor now expects more than 30% sequential growth —up from the previous forecast of more than 20%. This is a significant upward revision.
2. Strategically:
Even more important to me is the licensing model. Vicor does not monetize its VPD technology exclusively through the sale of its own modules; it can also license its patents to OEMs and hyperscalers. This allows a portion of the AI growth to be generated through licensing fees .
And that aligns very well with my previous Vicor/Depot 2036 thesis: Vicor is positioning its high-density power supplies precisely where the power demand of modern AI accelerators and data centers is rising sharply.
What’s more, Vicor is currently building additional ChiP fabs in New Hampshire . The new facilities are expected to total nearly 1 million square feet ; the existing Fab 1 is nearing its capacity limit.
Vicor Acquires Sites for Additional ChiP Fabs
