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).
High-power server power supplies and backup batteries are a direct read on how fast AI data center buildouts are translating into hardware supply-chain revenue.
AI 資料中心電源需求持續成長，帶動電源供應器廠商第三季營收走揚。光寶科技第三季合併營收約 574 億元，季增約 9%、年增約 28%；康舒科技第三季合併營收達 108.05 億元，季增 13.56%、年增約 33.88%，首度突破百億元大關。
光寶科 9 月合併營收達 188 億元，月減約 3.8%、年增 22%；累計今年前 9 月營收達 1,536 億元，年增 26.15%。其中，雲端及物聯網部門營收占比達 59%，受惠 AI、雲端運算、高階伺服器及網通等電能管理系統出貨暢旺，帶動部門營收年增逾五成，高階伺服器電源及高效備援電池系統（BBU）持續成為主要成長動能。
光寶科 9 月光電部門營收占比達 14%，受惠高階光耦合器在工控、新能源及 AI 伺服器電能管理系統需求增加，加上 AI 伺服器與交換器對微型化指示燈需求穩定成長，推升部門營收年增一成；資訊及消費性電子部門營收占比則為 27%，低軌衛星及高階電源產品需求維持穩定。