ENTITY · vicor
VicorVICR
United States·power·major·$15.1B mkt cap
Modular power-conversion components for AI servers and industry.
CLEAR · 0–39
23/100 illustrative
Underwriting Thesis
CLEAR — Vicor: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in power. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence40
Sanctions Exposure0
Downstream Criticality59
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 1
- NVIDIAUnited StatesDOMESTIC