Lite-On Technology Corp (光寶科技) is positive about its outlook for the second half of this year, given robust demand and capital expenditure, company president Anson Chiu (邱森彬) said yesterday.
The company is focused on improving profitability this year on artificial intelligence (AI)-fueled demand, aiming to lift earnings per share above last year’s NT$6.64, Chiu said on the sidelines of the Computex trade show in Taipei.
Shipments of AI-related products — including power shelves, power racks and integrated rack solutions for AI servers — are expected to accelerate in the second half of the year and account for 30 percent of the company’s total revenue this year, he said.
Photo courtesy of Lite-On Technology Corp
Among them, 110 kilowatt power shelves with a higher average selling price are expected to contribute half of total power shelf revenue this year and become one of the company’s main products, he said.
The company plans to begin shipments of power rack products by the end of this year, with a more meaningful production ramp-up for next year, he added.
Lite-On expects to begin shipping its 800 volt direct-current products, capable of delivering more than 1.5 megawatts per rack, in the second half, with significant revenue contribution projected for next year, Chiu said.
As for liquid-cooling products for AI servers, it began small-volume shipments last month and aims for marked growth next year, he said.
Lite-On is working with two major cloud service providers to develop integrated racks and expects that business to grow the second-fastest after power products, he said.
While a shortage of memory chips remains a challenge for AI server customers, the problem is expected to ease next quarter, allowing the company’s shipments of AI-related products to ramp up further in the second half, Chiu said.
Beyond AI data centers, Lite-On is also optimistic about new business opportunities driven by AI PCs, he said.
AI PCs represent more than a hardware upgrade and could redefine the value of PCs, Chiu said.
“PCs will eventually become everyone’s AI assistant,” he said. “It is only a matter of time.”
Cairo’s new monorail slices across the city skyline, running above the familiar chaos of blaring horns and aging buses’ exhaust fumes that mark rush hour below. The US$4.5 billion monorail, opened this month, is among Egypt’s most prominent new transport projects, part of a debt-funded infrastructure drive criticized for sapping state finances while bringing limited benefits to most of the country’s 109 million people. “It feels like you’re in a different country,” said Ramy Sayed, a restaurant manager, aboard a driverless Innovia 300 train. “No noise, no traffic, we’re not used to this.” The eastern line runs 56km from the bustling middle-class
Starlux Airlines Co (星宇航空) today unveiled a long-haul network expansion plan at a shareholders’ meeting in Taipei, including direct flights to Barcelona, Spain, and Zurich, Switzerland, as well as a service connecting Taipei, Sydney and New Zealand. Starlux is to become the first Taiwanese carrier to offer non-stop services to the two European cities, while the inaugural oceanic route is expected to expand transit opportunities within the Australia-New Zealand market, Starlux said. Flight services to Chicago, Dallas, Washington and New York are under evaluation, the airline added. Prior to the shareholders’ meeting, the airline earlier this year announced that it would be
Taiwanese prosecutors suspect that three people successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said. The trio was detained last week by the Keelung District Prosecutors’ Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing advanced Nvidia chips, which the US has barred from sale to China without a license from Washington. The move marked Taiwan’s first public crackdown on AI chip diversion after years of pressure from the US to take a more active role in curtailing
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) employee bonuses are likely to grow more than 30 percent this year, in line with the past few years as the company’s profits continue to set new records, an anonymous source cited TSMC chairman C.C. Wei (魏哲家) as saying yesterday. TSMC, the world’s largest contract chipmaker, is committed to taking care of its workers, the source said, citing Wei’s meeting with employees yesterday morning. Wei also expressed gratitude to employees for their contribution to the company’s improving bottom line, the source added. Since 2023, TSMC’s employee bonuses have grown at an annual rate of
RSS