AcBel Polytech

Headlines · 3

1. Oct 20
   IDC: OCP-certified equipment spending to reach $892B by 2030

   The OCP Foundation published a new IDC market study estimating that annual global spending on OCP-recognized IT equipment will grow from $154 billion in 2025 to $892 billion in 2030, a 42% compound annual growth rate. AI-related infrastructure is projected at $628 billion, about 70% of that market, with servers remaining the largest category at roughly $814 billion, or 91% of OCP-recognized IT equipment spending, driven mainly by GPU-accelerated systems. IDC also raised its 2029 forecast for OCP-recognized equipment to $800 billion from $295 billion a year earlier, and expects such equipment to account for about 51% of total infrastructure spending in the market it studies by 2030.

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2. Oct 9
   AI data center power demand lifts Lite-On Q3 revenue 9% QoQ; AcBel tops NT$10B

   Lite-On Technology reported third-quarter consolidated revenue of about NT$57.4 billion, up roughly 9% quarter over quarter and about 28% year over year, as AI data center power demand stayed strong. September revenue was NT$18.8 billion (+22% YoY) and first-nine-month revenue reached NT$153.6 billion (+26.15% YoY), with the cloud and IoT segment at 59% of sales and growing more than 50% YoY on high-end server power and battery backup units; the company raised 2026 capex from NT$13 billion to NT$18 billion and is spending about NT$8.85 billion to expand its Kaohsiung site. AcBel Polytech's third-quarter revenue hit NT$10.805 billion, up 13.56% QoQ and about 33.88% YoY, its first quarter above NT$10 billion, with record monthly revenue of NT$3.833 billion in September and NT$28.901 billion for the first nine months (+28.12% YoY).

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3. Oct 8
   AcBel and OmniOn to show 100kW power shelf and liquid cooling at OCP

   AcBel Polytech will showcase new high-power supply designs with subsidiary OmniOn Power at OCP Global Summit 2026 in San Jose from October 13–15. Its 100kW Power Shelf fits 100kW of output into 1OU and, using a patented power distribution unit, can be configured for either ±400V or 800V DC, while a 19-inch 72kW Power Shelf for 50V architectures uses 12kW modules at up to 102 W/in³ and has earned 80 PLUS Ruby certification. AcBel said it is also developing next-generation liquid-cooled power supplies to handle rising power density in AI servers.

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