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Lite-On Technology

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Headlines · 6

  1. Delta Electronics and Lite-On outline 800 VDC AI power roadmaps

    Delta Electronics plans to mass-produce ±400 V and 800 V high-voltage DC power products in the third quarter, begin limited shipments in the fourth quarter, and expand shipments in 2027, subject to customer adoption. At OCP Global Summit, Delta displayed a 660 kW Power Rack and three 800 VDC architectures: Sidecar, centralized power and building-level conversion through SST or TRU; Lite-On showcased a 1.32 MW Power Rack and expects its 800 VDC products to enter limited shipments in November.

    科技新报 · 🔥 0
  2. Lite-On and Delta Advance 800VDC AI Data-Center Power Systems

    At the Open Compute Project Global Summit, Lite-On said its 800VDC power-cabinet design had completed development and entered system validation, with mass production planned for the third quarter of 2027. Delta Electronics expects limited shipments of related 800VDC solutions by the end of 2026 and substantial volume in 2027, while both companies showcased liquid-cooled power and conversion systems. TechNews also cited Gartner estimates and Goldman Sachs market projections, while noting technical, supply-chain and patent risks.

    科技新报 · 🔥 0
  3. 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.

    科技新报 · 🔥 0
  4. Lite-On shows 800 VDC power racks and 1.2 MW configurations at NVIDIA OCP

    Lite-On Technology took part in NVIDIA's MGX ecosystem ceremony at the 2026 OCP Global Summit, where it displayed an 800 VDC Power Rack and an 800V-to-50V Power Brick covering rack-level power delivery and server-side conversion. Lite-On says the 800 VDC architecture addresses rising data-center power, with the power brick converting high-voltage DC to the 50 V servers need. At its own booth, the company used a virtual interactive rack to show 330 kW, 880 kW and 1.2 MW configurations, illustrating demand from high-power racks toward megawatt-scale computing.

    科技新报 · 🔥 0
  5. Vicor opens USITC probe into AI-server vertical power delivery

    The USITC initiated Section 337 investigation 337-TA-1526 on October 9, with Vicor as complainant and 20 respondents, including Luxshare Precision, Foxconn, Infineon and Celestica. According to the USITC announcement cited by 虎嗅 AI and 环球零碳, the covered goods are specific vertical power-delivery systems, their components and computing devices containing them; the investigation itself is not an infringement finding.

    36氪 人工智能 · 🔥 0
  6. 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).

    科技新报 · 🔥 0

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