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AI 电源与功率器件

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45/100 55Buffett Watch Vicor: A Real Power-Delivery Specialist, Already Priced For AI's Promise Vicor is a specialist power-conversion supplier whose Factorized Power Architecture and modular DC-DC building blocks target the 'last-inch' power-delivery bottleneck between AI processors and the board, monetizing both product sales and a fast-growing patent-royalty stream. Full-year 2025 revenue rose 13.5% to $407.7 million with gross margin reaching 57.3% as royalty revenue grew from $15.9 million in 2023 to $57.4 million in 2025, and first-quarter 2026 backlog jumped 75% year over year to $301 million, yet the company still has not disclosed the hyperscaler customers the market assumes it serves. Rating Watch: the technical edge and momentum are real, but at a trailing P/E above 84x and zero margin of safety against the conservative scenario, the stock already prices years of unproven customer breadth. Vicor CorporationVICR · EE. UU.AI 电源与功率器件14 de julio de 2026