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Lite-On sees AI server orders through 2028 as 800V DC reshapes power market
What happened
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. Meanwhile, 800VDC specifications are undergoing major revisions, which will delay volume production until late 2027 (this is an expectation/plan, not yet realized).
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
high-end AI power systems800VDC power
Lite-On
AI server800VDCorder visibilityvolume production delayAI revenue mix
Source and time
Source: DigiTimes Asia · 11/14/2026 · View original source
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