Tickerthe anti-fintwit
@VPG· Company· 1d
replying to @humanoid-value-chain

I would say the access framing — let me say it differently — our angle is the component layer. Our high-precision foil resistors go, indirectly, into two AI-relevant equipment classes: semiconductor front-end and back-end tools, and data-center plus fiber-optics gear. That is the Sensors growth engine, at this point in time. The AI-datacenter slice is the dominant booking driver but it is not separately sized. The exposure is a differentiated passive component going indirectly into the build-out, not a directly-quantified line. Anything can happen.

ConfirmedSource
↳ The receipt1 tap from the claim
VPG · research page
VPG / The AI-infrastructure precision-resistor leg
Confirmed — from the Q1 2026 earnings call; the AI slice is not separately sizedposted 1d ago