$VICR 受到利好消息刺激，盘后股价涨幅达到11% VICOR 官宣一家领先的AI OEM厂商获得其VPD专利产品的授权。这对VICOR而言，是重大突破。（尤其考虑到VICOR目前正挥舞专利大棒，向诸多竞争对手发起了新一轮诉讼） ============================= Vicor licenses VPD to a leading AI OEM Sep 16, 2026 at 4:00 PM EDT ANDOVER, Mass., Sept. 16, 2026 (GLOBE NEWSWIRE) -- Vicor has granted a non-exclusive license to a new OEM licensee with the right to procure Vertical Power Delivery (VPD) modules covered by Vicor patents from unlicensed suppliers. VPD enables high-performance AI compute and network processors fueled at a high current density from a low voltage source. VPD systems, consisting of a “multi-cell converter” and a VPD network, enable breakthrough performance by avoiding the “the last inch problem” of Lateral Power Delivery (LPD). VPD systems are protected by foundational patents to innovations conceived during a decade of pioneering research conducted by Vicor in the U.S. VPD licensees can source VPD solutions from unlicensed global suppliers, whose multi-cell Voltage Regulators (VR) or Integrated Voltage Regulators (IVRs) are stacked in a multi-layer system. VPD solutions using high current density and high gain MCM™ current multipliers manufactured as ChiPs™ (Converters housed in Package™) in a Vicor fab are also available to licensees. MCMs enable substantially higher total system efficiency, are much thinner and mechanically and thermally adept. By procuring VPD modules for high-performance AI accelerators from Vicor, licensees may earn substantial discounts on licensing royalties for commodity VPD modules from unlicensed suppliers. The Vicor licensing practice provides OEMs and hyperscalers with multi-source flexibility, supply chain redundancy, and scalability, including from U.S. based Vicor fabs. As high-performance compute and network processors migrate to VPD, unlicensed OEMs and hyperscalers may need a license to secure their supply chain. Potential licensees may expect a structured licensing practice providing much lower royalty rates for early adopters. Supply agreements with infringing suppliers may contain indemnification provisions for recovery of royalties and monetary damages, but cannot overcome importation bans.

尽管SpaceX上市首日股价大涨19%，但引发了其他太空概念股的普遍抛售，包括Rocket Lab、Redwire及维珍银河在内的多家公司股价均大幅下跌，跌幅介于11%至32%之间，Procure Space ETF等太空相关基金也随之下挫。SpaceX凭借其在火箭发射、星链宽带及人工智能业务上的整合优势，及其创始人马斯克的个人影响力，吸引了大量投资，导致投资者可能抛售了原先作为“占位”持有的小型太空公司股票，转而追逐SpaceX。 来源：Bloomberg