What Lite-On makes for data centers
public · HQ Taiwan · liteon.com
Lite-On is a publicly listed company and based in Taiwan. It appears on 3 parts of the AI data center — Power shelves & PSUs, In-rack busbar & power whips and 800 V DC architecture & solid-state transformers — in the role of manufacturer. Those parts sit in Layer 4 — Servers, racks & integration and Layer 7 — Electrical: power distribution (grid to rack). Its shares trade on Taiwan Stock Exchange as 2301.TW.
Listing
Taiwan Stock Exchange: 2301.TW· 256 TWD -2.67% · mkt cap 579.9B TWD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
3 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Power shelves & PSUs | manufacturer | inferred | AcBel, Advanced Energy/Artesyn, Bel Fuse, Chicony Power, Cosel, Delta Electronics | |
| In-rack busbar & power whips | manufacturer | reported | Schneider Electric, Amphenol, Bizlink, Delta Electronics, Eaton |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| 800 V DC architecture & solid-state transformers | manufacturer | disclosed | Schneider Electric, ABB, Coherent, Delta Electronics, Eaton, Flex |
Where Lite-On sits in the stack
Lite-On's placements in this catalog cover 3 parts, from layer 4 (servers, racks & integration) to layer 7 (electrical: power distribution (grid to rack)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
Closest peers in this catalog
Seen in real machines
Lite-On is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- Power shelves (33 kW class, ORV3)
- ±48 V / 1,400 A busbar*
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 18,848 | -3.8% | 22.1% |
| 2026-08 | 19,592 | 3.1% | 25.2% |
| 2026-07 | 19,006 | 1.9% | 37.6% |
| 2026-06 | 18,656 | 7.5% | 37.0% |
| 2026-05 | 17,354 | 3.9% | 29.6% |
| 2026-04 | 16,695 | 1.3% | 24.5% |
| 2026-03 | 16,484 | 28.6% | 23.4% |
| 2026-02 | 12,812 | -9.2% | 17.4% |
| 2026-01 | 14,112 | -5.3% | 16.2% |
| 2025-12 | 14,907 | 4.6% | 11.3% |
| 2025-11 | 14,246 | -6.3% | 13.9% |
| 2025-10 | 15,204 | -1.5% | 22.6% |
Latest feed
- Lite-On showcases 800VDC power technology at Nvidia MGX event — DigiTimes, 2026-10-19Lite-On demonstrated its 800V DC power technology at an event hosted by Nvidia.
- Lite-On invests NT$8.85 billion in Kaohsiung expansion; subsidiary Leotek to acquire AmpUp — DigiTimes, 2026-10-05Lite-On is investing NT$8.85 billion to expand its facilities in Kaohsiung, while its subsidiary Leotek is acquiring AmpUp to strengthen its position in the substrate materials market.
- Lite-On revenue rises in August on cloud power demand — DigiTimes, 2026-09-14Lite-On saw revenue growth in August, driven by strong demand for high-end server power supplies, battery backup units, and optoelectronic semiconductors for AI and cloud computing.
Questions about Lite-On
- What does Lite-On make for AI data centers?
- This catalog places Lite-On on 3 parts: Power shelves & PSUs (manufacturer), In-rack busbar & power whips (manufacturer) and 800 V DC architecture & solid-state transformers (manufacturer).
- Is Lite-On publicly traded?
- Yes — Lite-On is listed on Taiwan Stock Exchange under 2301.TW. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Lite-On based?
- Taiwan, per the company record in this catalog.
- Who else makes power shelves & PSUs for AI data centers?
- AcBel, Advanced Energy/Artesyn, Bel Fuse, Chicony Power, Cosel and Delta Electronics are also placed on Power shelves & PSUs in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Lite-On the mix is 1 disclosed, 1 reported and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.