On October 9, the USITC launched a Section 337 investigation into certain vertical power delivery (VPD) systems, components, and computing systems containing them, based on a complaint by Vicor. The broker views this as a positive for A-share power component suppliers, particularly Zhongfu Circuit (中富电路), and also highlights Xinleineng (新雷能).
The USITC Section 337 investigation is a significant positive for A-share power component suppliers, with Zhongfu Circuit as the top pick and Xinleineng also worth watching.
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