On September 17, Vicor surged 15.6% in regular trading, reaching $212.91 per share with turnover of approximately $87.89 million. The rally was driven by the company's announcement that it has granted a non-exclusive license to a leading AI OEM, allowing the licensee to procure Vertical Power Delivery (VPD) modules protected by Vicor patents.

The licensing deal marks a significant commercial milestone for Vicor's core VPD technology, which is central to power delivery solutions for AI computing infrastructure. This development follows the company's September 11 announcement of plans to acquire two New Hampshire properties — a 334,000-square-foot building in Merrimack and a 54-acre parcel in Hooksett — to construct two new fabrication plants totaling nearly one million square feet, as its existing Massachusetts facility approaches capacity. The new fabs are intended to scale production of power delivery technology for AI applications, with an estimated one-year lead time for initial deployment.

The combination of technology licensing progress and aggressive capacity expansion has reinforced market expectations around Vicor's competitive positioning in the AI power delivery segment, driving the stock to recover sharply from a 9% pullback on September 14 caused by sector-wide weakness and profit-taking.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)