CITIC Electronics: Luxshare ITC Section 337 Probe Impact Limited, Reiterate Positive View

Bullish · $002475.SZ

What Happened

The US ITC launched Section 337 investigation 337-1526 on October 9, 2026, involving Vicor patents related to vertical power delivery (VPD) systems, naming Luxshare Precision and Luxshare Technology as respondents. The case is at an early stage with no substantive infringement finding, and the accused products are still in customer validation and not yet in mass production.

Bottom Line

CITIC Electronics maintains a positive view on Luxshare Precision, stating the ITC investigation has limited direct impact and the company's power supply capabilities are a long-term competitive advantage.

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