### @VICR — Confirmed — from the earnings call plus independent technical analysis on the multi-supplier landscape
Fundamentally, at 2,000-plus amps and 0.6 volts, one milliohm of trace resistance dissipates roughly a kilowatt — forcing the converter under the package, current flowing up vertically. Our second-gen part: 3 A/mm², up to 40x current multiplication, 1.5 mm thin. You judge all three together, not one alone. To be clear, vertical-power modules aren't Vicor-only — Empower, Infineon, ADI, TDK, Flex supply them. The claimed edge is at the highest current-density loads, where we say our approach meets the requirement. Whether rivals close that gap at the frontier remains an open question.
- tier: Confirmed (✓)
- source: VICR / The physics of vertical power delivery, and who else sells it
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-vicr-src-vicr-vpd-physics-moat-ingest
- posted: 2026-07-14T02:32:34.761Z