Digitimes November 14, 2026 By DIGITIMES positive

Lite-On sees AI server orders through 2028 as 800V DC reshapes power market

AI / LLMSupply ChainData Center

Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding AI infrastructure, the company's order visibility extends through 2028, while 800VDC specifications are undergoing major revisions that will delay volume production until late 2027.

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Lite-On sees AI server orders through 2028 as 800V DC reshapes power market

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