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VICR

40 atoms · 跨 10 天 · 首见 2026-04-19 · 最近 2026-06-21

三色: 🟦 fact 24 · 🟥 take 16 · stance ▲28/▼0/◆4

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 40

时态: fresh:36 · aging:3 · stale:1

标签: 好数字:30 · 好观点:12 · 好思考:5 · 好信源:4

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

VICR 的晶圆厂产能已接近满载，公司甚至主动考虑对外授权IP以满足需求 ¹ ¹. 专利许可收入目标明确：未来18个月内翻倍，长期上限远高于3-4亿美元 ¹ ¹. 知识产权年化特许使用费路径清晰，预计一两年内达到1.8亿美元以上 ¹ ¹. 公司营收目标已从一年前的10亿美元/60%毛利率大幅上调至25亿美元/70%毛利率 ¹ ¹. 创始人CEO持股比例超过20%，与股东利益高度一致 ¹. 若对照可比公司MPWR，2027年预估数据支撑股价可达500-700美元，整体估值预期看向250亿美元 ¹ ¹.

🧭 拥挤度 (一人一票): ▲ 5 位作者 (KOL5) vs ▼ 0 位作者

⚖️ 多头 5/5 来自KOL

🟦 客观事实 (facts) (23)

<a id="atom-71fe15a04b3b350a"></a>🟦 2026-06-21 X·@joedab12 · 版税营收-2025.10水平 · 营收
In oct 2025 they got to 90m arr in royalties and had line of sight to 180m in a couple years- CEO is confident the 180m arr happens sooner and the ceiling is well above 300-400m longer term
tags: 好数字·好信源 · → daily
value: qty=90m ARR · date=Oct 2025
<a id="atom-335c94f59a957c91"></a>🟦 2026-06-21 X·@joedab12 · gen2 VPD客户计划 · 产能扩张/产品发布
One hyperscaler and one OEM are planning to ramp gen2 VPD next year(highly likely the OEM mentioned above and this OEM are the same). As I’ve been saying for months now, its very likely $GOOG and $AMD but they obviously cant say the names. This is not counting Cerebras who is already ramping gen1 VPD and will also be ramping gen2 VPD next year
tags: 好观点·好信源 · → daily
<a id="atom-6d511d7e676bf8fa"></a>🟦 2026-06-21 X·@joedab12 · 新营收目标 · 业绩指引/营收
Vicor has a new revenue goal of 2.5b at 70% gross margin.
tags: 好数字 · → daily
value: qty=$2.5B · date=未指定
<a id="atom-9c4ed37f5d50f8c3"></a>🟦 2026-06-21 X·@joedab12 · 旧营收目标 · 业绩指引/营收
Former goal was $1b at 60% just 1 year ago.
tags: 好数字 · → daily
value: qty=$1B · date=1年前
<a id="atom-c751d85330ef9345"></a>🟦 2026-06-21 X·@joedab12 · 旧毛利率目标 · 毛利率
Former goal was $1b at 60% just 1 year ago.
tags: 好数字 · → daily
value: qty=60%
<a id="atom-6785b2dd053d7d45"></a>🟦 2026-06-21 X·@joedab12 · 新毛利率目标 · 毛利率
Vicor has a new revenue goal of 2.5b at 70% gross margin.
tags: 好数字 · → daily
value: qty=70%
<a id="atom-769d6b249e6738eb"></a>🟦 2026-06-21 X·@joedab12 · OEM许可谈判周期 · 合作客户
The OEM who got the all inclusive license in May only took 3 weeks to negotiate it.
tags: 好数字 · → daily
value: qty=3周
<a id="atom-3b22778bcd51ace1"></a>🟦 2026-06-21 X·@joedab12 · 潜在营收规模（NVDA合作） · 营收
NVDA is essentially $2b in annual revenue to Vicor at this stage.
tags: 好数字 · → daily
value: qty=$2B · date=当前阶段
<a id="atom-ed3a6aa53aefb06e"></a>🟦 2026-06-21 X·@joedab12 · fab2空间扩展 · 产能扩张/资本开支
They are making an offer on a building for fab2 that also has space to build an extra 650k sq feet. The building is about half that size and roughly equal to fab1. So the extra 650k if utilized would essentially 4x their current fab footprint which has been reconfigured to reach 1.5b revenue run rate at some point in 2027.
tags: 好数字 · → daily
value: qty=650k sq feet
<a id="atom-ed766d9bb89cc42c"></a>🟦 2026-06-21 X·@joedab12 · fab1达产营收运行率 · 产能扩张/营业指引
fab footprint which has been reconfigured to reach 1.5b revenue run rate at some point in 2027.
tags: 好数字 · → daily
value: qty=$1.5B · date=2027年某时点
<a id="atom-a893651c97ed3f93"></a>🟦 2026-06-09 X·@cnfinancewatch · 市值 · 估值
VICR(Vicor)，市值50亿美元、年入4亿美元
tags: 好数字 · → daily
value: qty=50亿美元
<a id="atom-d020e9d58f5814be"></a>🟦 2026-06-09 X·@cnfinancewatch · 年化收入 · 营收
VICR(Vicor)，市值50亿美元、年入4亿美元
tags: 好数字 · → daily
value: qty=4亿美元
<a id="atom-42d8717b9f11475c"></a>🟦 2026-06-08 X·@aleabitoreddit · 市值 · 市值
$VICR - $12.8B
tags: 好数字 · → daily
value: qty=$12.8B
<a id="atom-a2bbaad5bb0499a3"></a>🟦 2026-05-10 X·@labubu_trader · holds position · 仓位情绪
I have VICR WYFI and DGXX
tags: 好数字 · → daily
<a id="atom-f1472509d5266257"></a>🟦 2026-05-09 X·@joedab12 · CEO 持股比例 · 股权结构
founder/ceo owns over 20% of the shares outstanding at 79 years old
tags: 好数字 · → daily
value: qty=超过20% · date=2026-05-10
<a id="atom-b4316e8626af13c8"></a>🟦 2026-05-09 X·@joedab12 · IP 护城河 · 技术水平
Their IP moat is tremendous, they won a huge judgement last year against some very large companies and are now collecting $90m in royalty ARR and on track to double that number in the next 18 mos and eventually higher
tags: 好数字 · → daily
<a id="atom-4f5cd7d60835cbe1"></a>🟦 2026-05-09 X·@joedab12 · 专利许可年收入 · 营收
collecting $90m in royalty ARR
tags: 好数字 · → daily
value: qty=$90M · date=2026-05-10
<a id="atom-36df9fdd1c37e4a5"></a>🟦 2026-05-09 X·@joedab12 · 产能扩张 · 供给产能
They have recently increased the fab capacity to $1.5b in annual product revenue and will be at full capacity by year end
tags: 好数字 · → daily
value: qty=$1.5B · date=2026-12
<a id="atom-f54c5e3176d72ead"></a>🟦 2026-04-26 X·@NuttyCLD · 一周股价涨跌幅 · 价格动态
VICR 一周涨幅: +25.44%
tags: 好数字 · → daily
value: qty=+25.44% · date=past week
[图: AI Power 概念股（涵盖 GaN、VRM、SiC、核能及电力生成等领域）的一周股价涨跌幅及市值数据面板 — NVTS 一周涨幅: +40.26%; AOSL 一周涨幅: +31.20%; VICR 一周涨幅: +25.44%; POWI 一周涨幅: +25.39%; WOLF 一周涨幅: +22.18%]
📷 原图
<a id="atom-f35c6b0c02f91761"></a>🟦 2026-04-19 X·@NuttyCLD · 6个月总回报率 · 价格动态
VICR 6个月回报率: +280%
tags: 好数字 · → daily
value: qty=+280% · date=6个月
[图: 该图是一个关于800V技术转型下，不同半导体和电源管理公司6个月总回报率及市场定位的矩阵分析图。 — VICR 6个月回报率: +280%; DELTA 6个月回报率: +84%; ADI 6个月回报率: +53%; MPWR 6个月回报率: +46%; NVTS 6个月回报率: -16%]
📷 原图
<a id="atom-f4edf4e07fd14e6e"></a>🟦 2026-04-19 X·@NuttyCLD · 6个月总回报率 · 价格动态
VICR 6个月总回报率: +280%
tags: 好数字 · → daily
value: qty=+280% · date=6个月
[图: 展示不同半导体与电源管理公司在800V转型背景下的6个月总回报率及市场定位分类图表 — VICR 6个月总回报率: +280%; DELTA 6个月总回报率: +84%; ADI 6个月总回报率: +53%; MPWR 6个月总回报率: +46%; NVTS 6个月总回报率: -16%]
📷 原图
<a id="atom-8f64437ff17f9fc2"></a>🟦 2026-05-10 X·@joedab12 · 第二座晶圆厂规划投产年份 · 供给产能
their 2nd fab planned to be operational in 2028
tags: 好信源 · → daily
value: date=2028
<a id="atom-f8a2d096f9de459c"></a>🟦 2026-05-09 X·@joedab12 · 第二座工厂建设 · 供给产能
They're building a 2nd fab to meet excess demand but since that fab wont be open until 2028, they are working on putting a licensing deal together with someone who has excess manufacturing capacity
tags: 好思考 · → daily

🟥 多头 takes (bullish) (16)

<a id="atom-af614b003b4ed7dc"></a>🟥 2026-05-10 X·@joedab12 ⭐ · 第一座晶圆厂Q4产能利用接近满载 · 供给产能/估值
$1.5b fab at max capacity by year end-for comparison $MPWR will do roughly 3.5b next year but has 13x the market cap of $VICR
tags: 好数字·好思考·好观点 · → daily
value: qty=$1.5b · date=Q4 2026
<a id="atom-a6bcf35285a3899a"></a>🟥 2026-05-09 X·@joedab12 · 专利许可收入目标 · 营收预期
on track to double that number in the next 18 mos and eventually higher
tags: 好数字·好思考 · → daily
value: qty=$180M · date=2027-11
<a id="atom-99c1798ff4bd1231"></a>🟥 2026-06-09 X·@cnfinancewatch · 估值预期 · 估值
估值可达250亿美元
tags: 好数字·好观点 · → daily
value: qty=250亿美元
<a id="atom-4e86ef719b3e2651"></a>🟥 2026-05-10 X·@joedab12 · 股本结构中创始人CEO持股比例 · 管理层表态/仓位情绪
Founder/CEO retains a MASSIVE equity stake of over 20% of his company.
tags: 好数字·好观点 · → daily
value: qty=20%
<a id="atom-86e00db90bc2cdcc"></a>🟥 2026-05-10 X·@joedab12 · 知识产权年化特许权使用费收入预测 · 盈利能力/营收
on path to $180m+ royalty ARR next year or two
tags: 好数字·好观点 · → daily
value: qty=$180m+ · date=FY27/28
<a id="atom-64b0299e3d449fa3"></a>🟥 2026-05-10 X·@joedab12 [老化中] · 需求的紧张程度表现为考虑授权IP · 供给产能/技术路线
they are actively looking to license their IP to someone with extra capacity
tags: 好思考·好观点 · → daily
<a id="atom-56fa15909008c5cd"></a>🟥 2026-05-09 X·@joedab12 · 2027 年营收对比目标 · 股价预期
Lining up their 2027 projected numbers next to the nearest comp $MPWR, I see no reason this isnt a $500-700 per share stock next year
tags: 好观点·好思考 · → daily
<a id="atom-a2914b5b96b9abbc"></a>🟥 2026-06-21 X·@joedab12 · 版税营收-远景上限 · 营收
ceiling is well above 300-400m longer term
tags: 好数字 · → daily
value: qty=300-400m+ · date=长期
<a id="atom-76adf011a06b7e8d"></a>🟥 2026-06-09 X·@cnfinancewatch · 单服务器价值 · 价格动态/产品发布
单服务器价值可达500-1000美元
tags: 好数字 · → daily
value: qty=500-1000美元
<a id="atom-ae60b9c30d16baa9"></a>🟥 2026-06-09 X·@cnfinancewatch · 营收预期 · 营收预测
营收有望突破20亿美元、毛利率超50%
tags: 好数字 · → daily
value: qty=20亿美元 · direction=above
<a id="atom-0f3843b2b495f588"></a>🟥 2026-06-09 X·@cnfinancewatch · 毛利率预期 · 毛利率
毛利率超50%
tags: 好数字 · → daily
value: qty=50% · direction=above
<a id="atom-23b7d8d2c5f4eb93"></a>🟥 2026-05-10 X·@labubu_trader [老化中] · proxy play · 仓位情绪
$VICR proxy play (😁）
tags: 好观点 · → daily
<a id="atom-33190d80c7bc5af2"></a>🟥 2026-05-10 X·@BruceCMaster [老旧] · Cerebras IPO proxy trade: long VICR/DGXX · 仓位情绪
Second best is to long $VICR/$DGXX
tags: 好观点 · → daily
<a id="atom-ba04e75a3f87ff75"></a>🟥 2026-05-09 X·@joedab12 · 客户新增 · 合作客户
a Hyperscaler and OEM (high probability its $GOOG and $AMD) are going to be ramping their VPD
tags: 好观点 · → daily
<a id="atom-e799857faf436277"></a>🟥 2026-05-06 X·@joedab12 · 股价目标 · 价格动态
$500-600 once google is fully ramped.
tags: 好观点 · → daily
value: qty=$500-600 · date=once Google is fully ramped
<a id="atom-7974d501ae9329f8"></a>🟥 2026-04-22 X·@aleabitoreddit [老化中] · 防御生产法隐含受益方 · 受益标的
Power Electronics: $VICR - power delivery
tags: 好观点 · → daily
📷 原图

🟦 新闻流 (squawk · 1)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-947ac4cc04b30c63"></a>🟦 2026-05-26 X·@wallstengine ⭐ · Q2 2026 营收指引上调 · 业绩指引/营收
$VICR RAISED Q2 2026 REVENUE GUIDANCE TO $142M FROM $126M.
tags: 好数字·好信源 · → daily
value: qty=$142M · date=Q2 2026
📷 原图

⏱ 时间轴 (近 20)

🟦 2026-06-21 · fact · 新营收目标 · → daily
🟦 2026-06-21 · fact · 旧营收目标 · → daily
🟦 2026-06-21 · fact · 旧毛利率目标 · → daily
🟦 2026-06-21 · fact · 新毛利率目标 · → daily
🟦 2026-06-21 · fact · OEM许可谈判周期 · → daily
🟦 2026-06-21 · forecast · gen2 VPD客户计划 · → daily
🟦 2026-06-21 · fact · 潜在营收规模（NVDA合作） · → daily
🟦 2026-06-21 · fact · fab2空间扩展 · → daily
🟦 2026-06-21 · fact · fab1达产营收运行率 · → daily
🟦 2026-06-21 · fact · 版税营收-2025.10水平 · → daily
🟥 2026-06-21 · forecast · 版税营收-远景上限 · → daily
🟦 2026-06-09 · fact · 市值 · → daily
🟦 2026-06-09 · fact · 年化收入 · → daily
🟥 2026-06-09 · forecast · 单服务器价值 · → daily
🟥 2026-06-09 · forecast · 营收预期 · → daily
🟥 2026-06-09 · forecast · 毛利率预期 · → daily
🟥 2026-06-09 · forecast · 估值预期 · → daily
🟦 2026-06-08 · fact · 市值 · → daily
🟦 2026-05-26 · fact · Q2 2026 营收指引上调 · → daily
🟥 2026-05-10 · narrative · proxy play · → daily

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