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.
If the VPD patent fight turns into broad licensing fees, control over AI server power architecture — and its pricing — shifts further toward the patent holder.