Lite-On Technology (2301) reported October 2026 global consolidated revenue of NT$20.1 billion, marking the highest monthly figure in over nine years since 2017, with a 6% month-on-month increase and 32% year-on-year growth. The company attributed the performance to sustained strong demand for AI and cloud computing high-end server power supplies, high-efficiency backup battery systems (BBU), and high-end optoelectronic semiconductors. Cumulative revenue from January to October 2026 reached NT$173.6 billion, representing a 27% year-on-year increase and surpassing the company's full-year 2025 revenue.
Lite-On Technology Reports NT$20.1 Billion October Revenue
Lite-On Technology announced October 2026 consolidated revenue of NT$20.1 billion, achieving the highest monthly revenue since 2017. The figure represents a 6% increase from September 2026 and a 32% increase compared to October 2025. The company stated that strong shipments of power management systems for AI, cloud computing, and high-end servers, as well as networking equipment, drove the revenue growth.
Cloud and IoT Segment Drives 70% Year-on-Year Growth
The Cloud and IoT segment accounted for 66% of October revenue. Lite-On reported that robust shipments of power management systems for AI, cloud computing, high-end servers, and networking equipment propelled the segment to nearly 70% year-on-year revenue growth.
The Optoelectronics segment represented 13% of October revenue. High-end optocouplers experienced demand growth in industrial control, new energy, and AI server power management systems. High-end visible light products benefited from stable demand growth for high-integration, miniaturized indicator lights used in AI servers and switches, collectively driving nearly 10% year-on-year growth for the segment.
The Information and Consumer Electronics segment comprised 21% of October revenue. Lite-On attributed stable growth to diversified application markets, with steady demand for low-orbit satellite and high-end power supply applications.
January-October Cumulative Revenue Exceeds Full-Year 2025 Total
Lite-On Technology reported cumulative consolidated revenue of NT$173.6 billion for the January-October 2026 period, representing a 27% year-on-year increase. The company stated that this ten-month figure has already exceeded its total revenue for the full year 2025.
FAQ
What was Lite-On Technology's revenue in October 2026?
Lite-On Technology reported October 2026 global consolidated revenue of NT$20.1 billion, the highest monthly figure in over nine years since 2017, with a 6% month-on-month increase and 32% year-on-year growth.
Why did Lite-On Technology stocks see strong revenue growth in October 2026?
The company attributed the growth to sustained strong demand for AI and cloud computing high-end server power supplies, high-efficiency backup battery systems (BBU), and high-end optoelectronic semiconductors, with the Cloud and IoT segment achieving nearly 70% year-on-year revenue growth.
How does Lite-On Technology's year-to-date performance compare to 2025?
Cumulative revenue from January to October 2026 reached NT$173.6 billion, representing a 27% year-on-year increase and already surpassing the company's full-year 2025 total revenue.
