Vicor Corporation raised its third-quarter 2026 revenue forecast on September 21, 2026.
The company increased expected sequential growth from nearly 10% to over 20%.
Royalties from a new non-exclusive license for Vertical Power Delivery (VPD) technology drove the revision.
Four leading OEMs and hyperscalers have secured licenses for the patented power system technology.
Vicor’s CEO stated that some licensees acted to avoid potential import bans on infringing products.
The company warned that future intellectual property violators face monetary damages and market exclusion.