Vicor

Headlines · 2

1. 6d
   US ITC opens patent probe into Foxconn, Luxshare, 18 others over AI server power

   The US International Trade Commission has opened a patent case against 20 companies, including Foxconn, Luxshare, Quanta, Delta Electronics, Monolithic Power Systems, Infineon, Flex and Celestica, over the power systems that feed top-end chips from directly below them inside AI servers, and the computers that use them. The action follows a complaint by power-chip maker Vicor, which claims their products infringe one of its patents and wants them barred from the US with the firms ordered to stop selling them. Luxshare said it does not expect a material impact, noting the products are still being tested by customers and are not in mass production, while the commission has not ruled and will set a target completion date within 45 days; any import ban could only take effect after a full hearing and final ruling.

   The Next Web · 🔥 0
2. 7d
   Vicor files third Section 337 case, naming 20 AI server supply-chain firms

   The US International Trade Commission opened case 337-TA-1526 on October 9, with power-module maker Vicor accusing 20 companies — including Luxshare Precision, Foxconn, Infineon and Delta Electronics — of infringing patents covering vertical power delivery (VPD). The article says this is Vicor's third Section 337 action in the AI power space, and that its quarterly licensing revenue reached $30.4 million in Q2 versus $10.4 million a year earlier, while a parallel federal suit against MPS (7:26-cv-00364) was filed a day before the ITC complaint. The author expects the case to take roughly 16–18 months and most likely end in a licensing settlement, noting that any exclusion order would only affect US customs, leaving sales outside the US unaffected.

   虎嗅 AI · 🔥 0

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