--- title: "Taiwanese electronics manufacturer Quanta Computer will sign a licensing agreement with US power-technology firm Vicor by the end of 2027, paying royalties upwards of $100 million dollars on its AI server exports." description: "On 9 October, the US International Trade Commission opened a patent case against 20 server manufacturers. The case could block imports of servers using Vicor’s patented technology, putting up to $120 " url: "https://bilby.ai/predictions/p/160/taiwanese-electronics-manufacturer-quanta-computer-will-sign-a-licensing-agreeme" markdown: "https://bilby.ai/predictions/p/160/taiwanese-electronics-manufacturer-quanta-computer-will-sign-a-licensing-agreeme.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # Taiwanese electronics manufacturer Quanta Computer will sign a licensing agreement with US power-technology firm Vicor by the end of 2027, paying royalties upwards of $100 million dollars on its AI server exports. - **Made:** 12 Oct 2026 - **By:** Owen Bae - **Market:** Taiwan - **Outcome:** Unresolved On 9 October, the US International Trade Commission opened a patent case against 20 server manufacturers. The case could block imports of servers using Vicor’s patented technology, putting up to $120 billion dollars worth of server shipments at risk. In an earlier case, importers had to post bonds worth the full value of each server, giving major customers an incentive to push suppliers towards early settlements. Quanta is particularly vulnerable because it already faces a 2025 Vicor cease-and-desist order while AI server exports account for over 70% of its annual revenue worth up to $40 billion dollars. Vicor says companies that settle early will pay lower licensing rates. Quanta will pursue licensing agreement, accepting lower margins rather than risk losing US access. The terms of this settlement will likely set the benchmark for what Vicor demands from other Taiwanese manufacturers named in the case (Wistron, Wiwynn and Foxconn). [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Taiwanese%20electronics%20manufacturer%20Quanta%20Computer%20will%20sign%20a%20licensing%20agreement%20with%20US%20power-technology%20firm%20Vicor%20by%20the%20end%20of%202027%2C%20paying%20royalties%20upwards%20of%20%24100%20million%20dollars%20on%20its%20AI%20server%20exports.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Taiwanese%20electronics%20manufacturer%20Quanta%20Computer%20will%20sign%20a%20licensing%20agreement%20with%20US%20power-technology%20firm%20Vicor%20by%20the%20end%20of%202027%2C%20paying%20royalties%20upwards%20of%20%24100%20million%20dollars%20on%20its%20AI%20server%20exports.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Taiwanese%20electronics%20manufacturer%20Quanta%20Computer%20will%20sign%20a%20licensing%20agreement%20with%20US%20power-technology%20firm%20Vicor%20by%20the%20end%20of%202027%2C%20paying%20royalties%20upwards%20of%20%24100%20million%20dollars%20on%20its%20AI%20server%20exports.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Taiwanese%20electronics%20manufacturer%20Quanta%20Computer%20will%20sign%20a%20licensing%20agreement%20with%20US%20power-technology%20firm%20Vicor%20by%20the%20end%20of%202027%2C%20paying%20royalties%20upwards%20of%20%24100%20million%20dollars%20on%20its%20AI%20server%20exports.) ## More from Taiwan 14 predictions on Taiwan so far, newest first. - 12 Nov 2026 · [Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.](https://bilby.ai/predictions/p/213/samsung-electro-mechanics-would-capture-a-larger-share-of-us-ai-chip-substrate-o) · Unresolved - 10 Nov 2026 · [Taiwanese tungsten exporters will face squeezed margins in 2027.](https://bilby.ai/predictions/p/211/taiwanese-tungsten-exporters-will-face-squeezed-margins-in-2027) · Unresolved - 9 Nov 2026 · [Nvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027.](https://bilby.ai/predictions/p/210/nvidia-will-place-additional-ai-memory-orders-with-sk-hynix-or-samsung-by-the-en) · Unresolved [All 14 from Taiwan](https://bilby.ai/predictions/log?tag=taiwan) · Marked true or false when each resolves ## See what we’re seeing next. 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