Press Releases September 21, 2026 04:00 PM

Vicor Corporation Raises Q3 2026 Revenue Guidance

Vicor Corporation raises Q3 2026 revenue guidance citing increased royalties from new licensing of Vertical Power Delivery technology

By Avery Klein
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Vicor Corporation has increased its Q3 2026 revenue growth guidance from nearly 10% to over 20%, driven by royalties from a newly announced non-exclusive license to its patented Vertical Power Delivery (VPD) technology. The company highlights that four leading OEMs and hyperscalers have secured licenses to its power system technology, with more potential licensees responding after patent enforcement actions. Vicor emphasizes the benefits for companies respecting its patents and the risks for suppliers that infringe, highlighting the importance of its modular power components in diverse sectors including high performance computing, industrial, transportation, aerospace, and defense.

Vicor Corporation Raises Q3 2026 Revenue Guidance
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Key Points

  • Vicor raised its Q3 sequential growth guidance to over 20% due to increased royalties from licensing VPD technology.
  • Four major OEMs and hyperscalers have secured licenses for Vicor's patented power system technology, expanding adoption.
  • Patent enforcement against unlicensed use has led to increased interest in licensing, supporting supply chain scalability in multiple tech sectors.

ANDOVER, Mass., Sept. 21, 2026 (GLOBE NEWSWIRE) -- On September 21, 2026, Vicor raised its Q3 sequential growth guidance from nearly 10% to more than 20% in view of royalties from a recently announced non-exclusive license to Vertical Power Delivery (VPD).

Commenting on industry trends, CEO Patrizio Vinciarelli stated: "Among OEMs and hyperscalers, four leading companies have secured licenses to power system technology pioneered and patented by Vicor. Unlicensed hyperscalers first reached out after their computing systems were banned from importation because of infringing NBMs; and, upon recognition that computing systems using VPD could also be banned. Since the first patent to VPD was only recently asserted, it is still possible to secure a license at an early stage of escalation with a low royalty rate."

“Suppliers selling otherwise infringing power modules to licensed OEMs and hyperscalers contribute to scalability in an ecosystem requiring multi-source supply chains. Responsible companies, respecting the patent rights of innovators, will benefit from expanded market opportunities enabled by Vicor’s power system technology.”

“Suppliers that copy innovators and disregard their patent rights will continue to cause supply disruption to their customers and be liable for monetary damages to Vicor. They may also be excluded from the market opportunity to supply power systems covered by Vicor patents.”

About Vicor

Vicor designs, manufactures and markets modular power components and complete power systems based upon a portfolio of patented technologies. Vicor licenses its patents to OEMs and hyper-scalers needing supply chain assurance, flexibility and scalability. Headquartered in Andover, Massachusetts, Vicor modules and power system technology are used in high performance computing, industrial, transportation, aerospace and defense.

www.vicorpower.com

For further information contact:
Vicor Corporation
James F. Schmidt
Chief Financial Officer
Office: (978) 470-2900
Email: [email protected]


Risks

  • Ongoing patent litigations and enforcement could lead to market exclusion or damages for suppliers infringing Vicor's technology, causing supply disruptions.
  • Potential escalation in royalty rates for late licenses may deter some companies from adopting the technology promptly.
  • Dependence on licensing revenues introduces uncertainty based on legal and market acceptance of Vicor's patent claims.

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