On 9 October 2026 the US International Trade Commission (USITC) instituted investigation No. 337-TA-1526 (News Release 26-145), on a complaint by Vicor Corporation of the United States. The technology in dispute is vertical power delivery (VPD) — stacking power modules directly beneath high-current processors to shorten the power path — widely used to power data-centre server chips such as AI accelerators, GPUs and CPUs. Vicor asks the USITC to issue a limited exclusion order and cease-and-desist orders.
The USITC named 20 respondent entities across several corporate groups: Luxshare Precision and Dongguan Luxshare (China); Hon Hai/Foxconn and Foxconn Industrial Internet; Quanta and its subsidiary Ingrasys (Taiwan); and Delta, Infineon (Germany), Monolithic Power Systems, Flex and Celestica (Canada), among others. It puts the power-delivery layer of AI servers onto the Section 337 docket.
It should be stressed that instituting an investigation is not a finding of infringement. Under Section 337 the Chief Administrative Law Judge assigns the case to an ALJ, who holds an evidentiary hearing and makes an initial determination, which the Commission then reviews; the Commission will set a target completion date within 45 days of institution. If a violation is ultimately found, the remedy can keep the products out of the US market (exclusion and cease-and-desist orders) rather than simply awarding damages — which is where the pressure in Section 337 cases lies for respondents.
On 11 October 2026 Luxshare Precision said in an exchange filing that the investigation is at a preliminary stage and the Commission has made no substantive findings; that the affected products, used in data-centre power modules, have not entered mass production, so the probe is unlikely to have a material adverse impact on its operations or near-term results; and that it has organised technical, legal and business teams to study the patents and products and prepare a response.
J&C recommends that companies in the supply chain whose relevant products are exported to the US track this case closely: Section 337 relief targets eligibility to enter the US market, not money damages, so a finding would have wide reach; map early whether your products fall within the scope of Vicor's asserted patent, assess the room for design-around or a licence, and keep R&D and supply timelines and other evidence to argue non-infringement or prior design at the hearing and at the customs-enforcement stage.
Source: www.usitc.gov
