The US International Trade Commission (USITC) has launched a Section 337 investigation (case 337-TA-1526) into certain vertical power delivery (VPD) systems and components used in AI servers, following a complaint by US power supply maker Vicor. The investigation names 20 respondents including Luxshare Precision, Foxconn, Delta Electronics, Quanta Computer, Infineon, Flex, Celestica, and Monolithic Power Systems (MPS).
The US 337 investigation into AI server VPD power is a patent enforcement action by Vicor that may lead to licensing deals, and the broker is bullish on Xinleineng as a domestic player with self-developed technology.
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