Lite-On stock: October sales jump on AI server demand
Published on 11/11/2026 at 02:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAI Power Demand Drives Fresh Sales Growth
- Lite-On reported stronger October sales as demand for cloud and AI server power systems expanded.
- The Cloud and AIoT business remained the main growth engine, while optoelectronics and consumer electronics added to the mix.
- High-voltage data-center power systems are becoming a key competitive field for Lite-On and Delta Electronics.
On Monday, November 9, 2026, LITEON Technology reported consolidated October revenue of NT$20.1 billion, up 6% from September and 32% from October 2025. The announcement was published in the company's press center.
Revenue from January through October reached NT$173.6 billion, an increase of 27% year over year and above the company's full-year 2025 revenue. LITEON attributed the expansion to high-end server power systems for cloud and AI applications, high-efficiency backup battery units and advanced optoelectronic semiconductors.
Cloud Power Leads The Mix
Cloud and AIoT contributed 66% of October sales and grew by nearly 70% year over year, supported by deliveries of power-management systems for data-center servers and cloud computing. Optoelectronics accounted for 13% of sales, while information technology and consumer electronics represented 21%.
The sales update strengthens the company's exposure to data-center infrastructure, but it also leaves execution and qualification capacity as important factors for future growth. Investors will be watching whether the recent demand translates into sustained shipments across higher-power server platforms.
Competition Shifts Toward High Voltage
Taiwan News reported on October 24 that Lite-On and Delta Electronics are leading development of high-voltage direct-current systems for AI data centers in Taiwan. The article said Lite-On is validating a rack-level power solution with a major cloud service provider, with mass production scheduled for the third quarter of 2027.
Lite-On's Business And Position
LITEON Technology develops power-management solutions, optoelectronic semiconductors, networking and surveillance products, consumer electronics and automotive electronics. Its main markets include cloud computing, data centers, industrial automation, new energy, smart-home applications and vehicle systems, with the company headquartered in Taiwan.
In AI data-center power systems, Lite-On competes directly with Delta Electronics, which is also developing rack-level high-voltage solutions. Lite-On is positioned as a diversified power and optoelectronics supplier, while Delta has a broader presence across power management, power generation and liquid cooling.
The competitive focus is moving from individual power supplies toward integrated rack architecture, where product qualification, efficiency and delivery capacity may determine customer wins.
Lite-On Technology at a glance
- Company: LITEON Technology Corporation
- ISIN: TW0002301009
- Ticker: 2301-TW
- Business: Power management, optoelectronics, networking, consumer electronics and automotive electronics
- October 2026 revenue: NT$20.1 billion
- January-October 2026 revenue: NT$173.6 billion
Taiwan's technology sector remains closely watched alongside the TAIEX.
