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Home/Stocks/2301.TW
TWSE · Taiwan · Computer Hardware

2301.TW Lite-On Technology

AI server power supplies and shelves

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
NT$240.5
−4.56% today
1W
−5.9%
1M
−14.4%
3M
+31.2%
YTD
+51.1%
1Y
+46.2%
Off 52w high
−24.2%
Next earnings (est.): 2026-10-30
Market capNT$546B≈ $16.74B
P/E (trailing)28.3Forward 16.0
EV / sales2.7×EV/EBITDA 20.3×
Revenue (TTM)NT$185BGrowth 30.4% y/y
Margins24.1%gross · op 15.6%
Free cash flow-NT$10.62BCash NT$75.19B · debt NT$35.69B
Analyst targetNT$314.2+30.7% upside · 12 analysts · none
Riskβ 1.24Short — of float · yield 3.97%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

2301.TW · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-31EarningsBeat / raise

    Reported EPS 3.13 vs 2.12 expected (+47.7% surprise).

  2. 7
    2026-04-29EarningsMiss / cut

    Reported EPS 1 vs 1.69 expected (-40.8% surprise).

  3. 6
    2026-03-01EarningsMiss / cut

    Reported EPS 1.7 vs 1.82 expected (-6.4% surprise).

  4. 5
    2025-10-29EarningsBeat / raise

    Reported EPS 2.04 vs 1.82 expected (+12.2% surprise).

  5. 4
    2025-07-31EarningsMiss / cut

    Reported EPS 1.38 vs 1.42 expected (-3.0% surprise).

  6. 3
    2025-04-29EarningsBeat / raise

    Reported EPS 1.5 vs 1.34 expected (+11.7% surprise).

  7. 2
    2025-02-26EarningsMiss / cut

    Reported EPS 1.33 vs 1.57 expected (-15.4% surprise).

  8. 1
    2024-10-29EarningsMiss / cut

    Reported EPS 1.47 vs 1.67 expected (-11.9% surprise).

Latest headlines

Auto-updated daily

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-312.123.13+47.7%
2026-04-291.691.0−40.8%
2026-03-011.821.7−6.4%
2025-10-291.822.04+12.2%
2025-07-311.421.38−3.0%
2025-04-291.341.5+11.7%
2025-02-261.571.33−15.4%
2024-10-291.671.47−11.9%
2024-07-301.381.35−2.0%
2024-04-291.141.03−9.9%
2024-02-291.791.5−16.1%
2023-10-291.791.97+10.0%
2023-07-281.281.82+42.0%
2023-05-011.021.02−0.0%
2023-02-211.731.68−2.7%
2022-10-271.911.84−3.5%
2022-08-011.671.72+2.9%
2022-04-181.081.11+2.4%
2022-02-141.331.05−21.3%
2021-10-171.351.33−1.7%
2021-07-291.381.72+24.5%
2021-04-290.961.82+89.8%
2021-02-251.160.85−26.7%
2020-10-301.341.27−5.0%
2020-07-301.01.47+47.2%

About Lite-On Technology

Website ↗

Lite-On Technology Corporation, together with its subsidiaries, engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally. The company offers optoelectronic semiconductors, including visible, UV, and automotive LEDs, couplers, optical sensors, and IR emitters and detectors; energy management solutions, such as data center power supply systems, cloud server chassis, power supply modules, and magnetic components; and consumer electronics comprising 3C accessories and PC power supply, as well as networking adapter. It also provides networking and surveillance products, which include video surveillance products, access control and alarms, networking solutions, and server and motherboard; automotive electronics, such as ADAS, AC charging, and DC charging solutions; and ro…

Taipei, Taiwan

100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.

Power semis→PSU / shelf→Busbar→Rack

What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2308.TW
Delta Electronics
Power shelves and thermal for AI racks NT$1,335.0−9.80%−27.2%+39.4%
MPWR
Monolithic Power Systems
Voltage regulation for accelerators $1,211.6+1.07%−11.0%+34.4%
IFX.DE
Infineon Technologies
SiC/GaN power semis for 800V DC racks €50.56−6.39%−14.9%+35.0%
VICR
Vicor
High-density power modules $191.1−7.52%−38.1%+74.3%
NVTS
Navitas Semiconductor
GaN power ICs for AI power supplies $8.48−7.83%−30.0%+18.8%
ON
onsemi
SiC power and image sensors $71.67−4.74%−10.5%+32.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.