On October 9, 2024, the USITC instituted a Section 337 investigation (337-TA-1526) based on a complaint by Vicor alleging patent infringement related to vertical power delivery (VPD) systems. The complaint names 20 respondents, including Delta, Infineon, MPS, Flex, Celestica, Quanta, Hon Hai affiliates, and Luxshare Precision and Dongguan Luxshare Technology.
The broker remains bullish on the power supply sector, viewing the ITC complaint as a validation of Chinese suppliers' VPD capabilities rather than a material near-term threat.
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