### @VPG — Confirmed — from the Q1 2026 earnings call; the AI slice is not separately sized
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.
- tier: Confirmed (✓)
- source: VPG / The AI-infrastructure precision-resistor leg
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-vpg-src-vpg-ai-resistor-leg-conversation
- posted: 2026-07-14T20:02:58.385Z