Lite-On Technology unveils NVIDIA rack. Analysts target Lite-On Technology stock at TWD 265.00

Published on 10/19/2026 at 09:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lite-On unveiled an NVIDIA rack on October 16, 2026. Second-quarter revenue reached TWD 52.70 billion for Lite-On Technology stock.

AI infrastructure and valuation

LITEON demonstrated 330 kW to 1.2 MW rack solutions on October 16, 2026.
H1 2026 revenue reached TWD 96.10 billion and net income was TWD 10.90 billion.
Analysts set a TWD 265.00 target on October 14, 2026, up from TWD 191.43.
Lite-On Technology had a TWD 599.0 billion market capitalization as of October 19, 2026.

Lite-On, TW0002301009, Illustration mit AI erstellt.

Lite-On Technology unveiled NVIDIA 800 VDC power and cooling systems on October 16, 2026, while analysts set a TWD 265.00 target for Lite-On Technology stock. The latest product display covered rack-level architectures from 330 kilowatts to 1.2 megawatts, linking the company to the fast-expanding power needs of AI data centers, according to Simply Wall St.

Three events reset the story

On October 6, 2026, Simply Wall St reported an average target of TWD 314.00 from 12 analysts, up from TWD 291.00. On October 14, 2026, the same source cited a target revision from TWD 191.43 to TWD 265.00. On October 16, 2026, LITEON showcased 800 VDC power racks, power conversion systems and liquid cooling equipment designed for AI infrastructure.

What does the AI rack add?

The operating scale is the key detail. The showcased systems span 330 kilowatts, 880 kilowatts and 1.2 megawatts, giving the product story a concrete capacity range rather than a broad AI label, according to Simply Wall St. The company develops optoelectronic components and power management modules for customers in Asia, the Americas and Europe.

Earnings give valuation a test

Lite-On reported TWD 52.70 billion in second-quarter 2026 revenue, TWD 7.12 billion in net income and earnings per share of TWD 3.14, according to Simply Wall St. For the first half of 2026, revenue reached TWD 96.10 billion and net income attributable to shareholders was TWD 10.90 billion, according to Ryufin. That combination gives the raised valuation targets a measurable earnings base, while the high-capacity rack rollout keeps execution central to the investment case.

Market value and business scale

Lite-On Technology had a TWD 599.0 billion market capitalization as of October 19, 2026. The company is listed on the Taiwan Stock Exchange under ticker 2301 and operates in the technology hardware and electronic components industry.