Vicor Corporation
VICR · Technology
$175.99
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Vicor Rides on Strong Backlog Growth: Can It Beat ADI & TXN?
Vicor's Q2 backlog reached $380M (up 145% YoY), driven by strong demand in HPC, ATE, and aerospace & defense markets, particularly from AI infrastructure buildout. However, the company faces significant competitive pressure from Analog Devices and Texas Instruments, both expanding aggressively in ATE and data-center markets. Vicor trades at a premium valuation (35.65X forward P/E) and holds a Zacks Rank #2 (Buy) rating.
MXL vs. VICR: Which Has the Better AI Infrastructure Opportunity?
MaxLinear (MXL) and Vicor (VICR) both benefit from AI infrastructure spending but address different data center bottlenecks. MaxLinear focuses on connectivity through optical and electrical interconnects with already meaningful AI revenues and multiple product ramps planned through 2027-2028. Vicor targets power delivery for AI processors with a stronger balance sheet but earlier-stage technology development. Analysis concludes MXL has the near-term edge despite higher valuation and customer concentration risks.