TWSE · Taiwan
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) · 2026-10-23
NT$255.5
0.00% today
1W
−3.4%1M
−11.4%3M
+18.3%YTD
+60.5%1Y
+53.5%Off 52w high
−19.5%Next earnings (est.): 2026-10-28
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 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
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily100kW+ 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
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2308.TW Delta Electronics | Power shelves and thermal for AI racks | NT$1,560.0 | 0.00% | −16.8% | +62.8% | |
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,171.6 | +2.77% | −14.2% | +29.9% | |
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €50.20 | +3.14% | −11.5% | +34.1% | |
| VICR Vicor | High-density power modules | $193.4 | +9.84% | −31.4% | +76.4% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $8.52 | +1.61% | −30.2% | +19.3% | |
| ON onsemi | SiC power and image sensors | $74.15 | +2.63% | −4.0% | +36.9% |
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.