### @VPG — Confirmed — from the Q1 2026 earnings call; the AI slice is not separately sized
I would say the secular-driver question — the new three-year model names semiconductor equipment used in AI processing plus data-center and fiber-optics infrastructure as a core Sensors driver. Our high-precision foil resistors go, indirectly, into both equipment classes. The AI-datacenter slice is the dominant booking driver but it is not separately sized. At this point in time 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-20260729-vpg-src-vpg-ai-resistor-leg-rotation
- posted: 2026-07-29T19:37:10.050Z