Lite-On Technology secured AI data center power supply orders from a major US cloud service provider client with visibility extending through 2028. The Taiwan-listed company will deliver its first batch of 800VDC products for testing in late Q1 2027, with volume shipments beginning in H2 2027. Li Chien-nan, General Manager of Lite-On's Cloud Infrastructure System and Platform CSP SBU, stated the orders reflect the client's near-exhausted computing capacity for 2027-2028. Lite-On achieved this position through strategic investments in Japan's COSEL and Poland's DCX, strengthening its AI data center power and thermal management capabilities. The company became the primary supplier of high-end AI data center power for one of two CSP clients it serves.
Lite-On Secures 800VDC Product Delivery Timeline Through 2028
Lite-On will deliver its first batch of 800VDC products to the US CSP client for testing in late Q1 2027. Volume shipments are scheduled to begin in H2 2027. The company's 800VDC products for a second major CSP client are scheduled to begin shipping in 2028. Li stated that order visibility currently extends through 2028, with the two major CSP clients' computing capacity for 2027-2028 nearly exhausted.
Lite-On Establishes Supply Position Through COSEL and DCX Investments
Lite-On established its position as primary supplier for one CSP client's high-end AI data center power through strategic investments and partnerships. The company invested in Japan's COSEL and Poland's DCX to strengthen AI data center power and thermal management technology. Through close collaboration with key component suppliers and resource allocation for high-end power product development, Lite-On became a supplier to two CSP clients. The company secured deep integration with one CSP client as its primary high-end AI data center power supplier.
Lite-On Reports 70-80% AI Power Revenue Growth in 2026
Lite-On's AI data center power revenue grew approximately 70% to 80% year-over-year in 2026. Li stated that 2027 growth is expected to match or exceed 2026 levels based on strong client orders. The company anticipates continued high growth in AI data center power business through 2027-2028. Li noted that while US CSP clients' free cash flow turned negative, their AI business continues high growth with demand showing no ceiling for the next two years.
FAQ
When will Lite-On begin shipping 800VDC products to its US CSP client?
Lite-On will deliver its first batch of 800VDC products for testing in late Q1 2027, with volume shipments scheduled to begin in H2 2027.
What revenue growth did Lite-On achieve in AI data center power in 2026?
Lite-On's AI data center power revenue grew approximately 70% to 80% year-over-year in 2026, with 2027 growth expected to match or exceed this level.
How did Lite-On secure its position as a major AI power supplier?
Lite-On invested in Japan's COSEL and Poland's DCX, collaborated closely with component suppliers, and allocated resources to develop high-end power products, becoming the primary supplier for one CSP client's high-end AI data center power.
