What Lotes makes for data centers
public · HQ Taiwan
Lotes is a publicly listed company and based in Taiwan. It appears on 2 parts of the AI data center — Board-level connectors & sockets and Direct-to-chip cold plates — in the role of manufacturer. Those parts sit in Layer 4 — Servers, racks & integration and Layer 5 — Liquid cooling (IT-side: chip to CDU). Its shares trade on Taiwan Stock Exchange as 3533.TW.
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Board-level connectors & sockets | manufacturer | inferred | Aces, Amphenol, Bizlink, Foxconn Interconnect, Hirose, JAE | CPU/GPU sockets |
Layer 5 — Liquid cooling (IT-side: chip to CDU)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Direct-to-chip cold plates | manufacturer | reported | AVC, Auras, Delta Electronics, Flex, Fositek, Foxconn (Hon Hai) |
Where Lotes sits in the stack
Lotes's placements in this catalog cover 2 parts, from layer 4 (servers, racks & integration) to layer 5 (liquid cooling (it-side: chip to cdu)). 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
- Board-level connectors & sockets — The physical connectors — CPU and GPU sockets, board-to-board and cable connectors, and I/O cages — that link chips, trays and cables together on and between boards.
- Direct-to-chip cold plates — A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.
Closest peers in this catalog
Seen in real machines
Lotes 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
- Sockets and board connectors
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 3,357 | 5.0% | 16.1% |
| 2026-08 | 3,198 | -5.1% | 19.6% |
| 2026-07 | 3,369 | 8.9% | 18.6% |
| 2026-06 | 3,094 | 1.7% | 17.3% |
| 2026-05 | 3,041 | -10.3% | 9.0% |
| 2026-04 | 3,392 | -4.3% | 15.2% |
| 2026-03 | 3,544 | 52.8% | 23.4% |
| 2026-02 | 2,320 | -34.1% | 5.1% |
| 2026-01 | 3,520 | -0.6% | 31.5% |
| 2025-12 | 3,542 | 20.8% | 29.0% |
| 2025-11 | 2,931 | 3.1% | 4.3% |
| 2025-10 | 2,842 | -1.7% | 3.0% |
Questions about Lotes
- What does Lotes make for AI data centers?
- This catalog places Lotes on 2 parts: Board-level connectors & sockets (manufacturer) and Direct-to-chip cold plates (manufacturer).
- Is Lotes publicly traded?
- Yes — Lotes is listed on Taiwan Stock Exchange under 3533.TW. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Lotes based?
- Taiwan, per the company record in this catalog.
- Who else makes board-level connectors & sockets for AI data centers?
- Aces, Amphenol, Bizlink, Foxconn Interconnect, Hirose and JAE are also placed on Board-level connectors & sockets in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Lotes the mix is 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.