Dongshan Precision ranks 13 on the AI Infra 100 with a score of 98; LITEON Technology ranks 75 with 87. Dongshan Precision is ahead on deployment, technology, positioning and firepower. LITEON Technology is ahead on leverage. Level on production, commercials and progress. Dongshan Precision is based in Suzhou, China, LITEON Technology in Taipei, Taiwan. Dongshan Precision is named in 1 signals and LITEON Technology in 7.
Through Source Photonics, Dongshan Precision develops and manufactures optical chips, CW lasers, and high-speed optical transceiver modules, including 800G and 1.6T products for AI server interconnects.
Darker bar: ahead of the other company on that measure.
Scoped the same way as TRUMPF, this is one row on the parent with the acquired businesses as aliases. Dongshan is a PCB and precision components maker that bought its way into AI optical interconnect and now claims to be the only company anywhere with full R&D-to-production capability across PCB, optical chips and optical modules. The board approved the Source Photonics acquisition on 2025-06-13 through subsidiary Hong Kong Chaoyi, at up to USD 629 million for 100 percent of the equity plus up to USD 58 million for ESOP interests, with a further subscription of up to RMB 1 billion in convertible bonds, totalling close to RMB 6 billion. FY2025 group revenue passed RMB 40 billion for the first time at RMB 40.125 billion, up 9.12 percent, with net profit attributable RMB 1.386 billion, up 27.67 percent. The traditional electronic circuits business, built on MFLEX which holds the world's second-largest FPC capacity, contributed RMB 25.62 billion, up 3.3 percent, providing cash flow while the new businesses grew. Q1 2026 is where the acquisition shows: revenue RMB 13.138 billion, up 52.72 percent, net profit RMB 1.110 billion, up 143.47 percent and 581.80 percent sequentially, gross margin up 5.19 points to 19.33 percent and net margin up to 8.56 percent. Source Photonics contributed 16.02 percent of revenue and 52.92 percent of profit in that quarter, against 3.58 and 22.69 percent for full-year 2025. On the optical side it runs an IDM model spanning indium phosphide substrate th
1 signals name Dongshan Precision.
18 facts on file.
LITEON develops optical communication modules with POET Technologies for AI data centers and supplies VCSEL arrays for optical sensing and communications.
Darker bar: ahead of the other company on that measure.
LITEON is a 1975-founded optoelectronics and power management manufacturer, the first electronics company listed in Taiwan, that has repositioned itself around AI data center power and cooling. Its portfolio spans in-server, in-rack and sidecar power and thermal: 33 kW and 55 kW MGX-compliant power shelves, 72 kW and 33 kW ORV3 power shelves, 1 MW and 800 VDC power racks delivering up to 1.2 MW output, 20 kW capacitor shelves, high-efficiency battery backup units, and liquid cooling including a 140 kW liquid-to-air sidecar, 120 kW and 280 kW in-rack CDUs and a 2.1 MW in-row CDU. FY2025 consolidated revenue was NT166.088 billion, up 21.12 percent, with gross margin 22.9 percent, operating margin 10.1 percent, net profit NT15.1 billion, up 27 percent, and EPS NT6.64. The Cloud and IoT segment was 45 percent of FY2025 revenue and grew over 70 percent; AI-related revenue exceeded 20 percent of FY2025 sales with a company target above 30 percent for 2026. Its 800 VDC solution and next-generation integrated power solution are stated as co-developed with NVIDIA, which is the strongest single validation point and also the main concentration risk. The POET collaboration announced 2026-03-16 adds an optical module line adjacent to the power franchise.
7 signals name LITEON Technology.
9 facts on file.
Dongshan Precision ranks 13 on the AI Infra 100 with a score of 98; LITEON Technology ranks 75 with 87. Dongshan Precision is ahead on deployment, technology, positioning and firepower. LITEON Technology is ahead on leverage. Level on production, commercials and progress. Dongshan Precision is based in Suzhou, China, LITEON Technology in Taipei, Taiwan. Dongshan Precision is named in 1 signals and LITEON Technology in 7.
Dongshan Precision ranks 13 on the AI Infra 100 with a score of 98; LITEON Technology ranks 75 with 87. Dongshan Precision is ahead on deployment, technology, positioning and firepower. LITEON Technology is ahead on leverage. Level on production, commercials and progress. Dongshan Precision is based in Suzhou, China, LITEON Technology in Taipei, Taiwan. Dongshan Precision is named in 1 signals and LITEON Technology in 7. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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