Vicor is trading 4.24% up at $198.76 on October 20, after Q3 revenue rose 78.5% year over year. - Revenue was $197.1 million, gross margin was 68.3%, and diluted EPS was $1.33, below the $1.38 consensus. - Backlog reached $406 million, up 166% year over year; the report cited Vicor’s first VPD license to an AI OEM and rising demand behind expanding royalties and capacity expansion. - Semiconductor-sector strength may also support shares, but earnings are the more direct explanation.