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Lite-On Technology Hits Record High on Strong AI Server Power Supply Shipments

Electronic Technology · Electronic Components · cnyes · 2026-08-24

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Lite-On Technology shares surged to a record high of 287 TWD as the company ramps up AI server power supply shipments and boosts capital expenditure.

What Happened

Strong Operational Outlook: Lite-On Technology expects AI-related revenue to exceed 30% of its total this year, driven by robust shipments of server power supplies. Growth in the third quarter is supported by new power supply units and battery systems, alongside significant potential in low-earth orbit satellite power solutions.

Technological Advancements: The company is advancing its high-voltage DC architecture, with 800VDC power cabinets currently in the validation phase. Small-scale production is slated for November, with mass production expected to ramp up in the first quarter of 2027.

Increased Capital Expenditure: To meet the surging global demand for high-efficiency AI power solutions, Lite-On has significantly raised its annual capital expenditure to 18 billion TWD. Analysts anticipate a 15% to 20% quarter-over-quarter revenue growth for Q3, fueled by new GPU and ASIC platform products.

Market Performance: Investor confidence in the company's AI strategy drove shares to a record high of 287 TWD on August 24. The surge in trading volume reflects strong market enthusiasm for Lite-On's position in the AI infrastructure supply chain.

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