What Lotes makes for data centers
public
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
2 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 |
|---|---|---|---|---|
| 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) |
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-07 | 3,369 | 8.9% | 18.6% |
| 2026-06 | 3,094 | 1.7% | 18911254.0% |
| 2026-05 | 3,041 | -10.3% | 15817038.0% |
| 2026-04 | 3,392 | -4.3% | 12775961.0% |
| 2026-03 | 3,544 | 52.8% | 9384082.0% |
| 2026-02 | 2,320 | -34.1% | 5840084.0% |
| 2026-01 | 3,520 | -0.6% | 3520081.0% |
| 2025-12 | 3,542 | 20.8% | 33851982.0% |
| 2025-11 | 2,931 | 3.1% | 30310119.0% |
| 2025-10 | 2,842 | -1.7% | 27378769.0% |
| 2025-09 | 2,891 | 8.1% | 24536677.0% |
| 2025-08 | 2,675 | -5.8% | 21646111.0% |