Huagong Tech ranks 55 on the AI Infra 100 with a score of 90; LITEON Technology ranks 75 with 87. Huagong Tech is ahead on deployment and technology. LITEON Technology is ahead on production and progress. Level on commercials, positioning, firepower and leverage. Huagong Tech is based in Wuhan, China, LITEON Technology in Taipei, Taiwan. Huagong Tech is named in 0 signals and LITEON Technology in 7.
Huagong Tech sells high-speed optical interconnect modules, including CPO, LPO and silicon-photonics products, and designs silicon-photonics chips.
Darker bar: ahead of the other company on that measure.
The registry's HG Tech is Huagong Tech, and the optical module business people mean when they say HG Tech is actually HG Genuine, its subsidiary, ranked ninth globally in the top-ten optical module list Accelink cited in its 2025 placement prospectus. FY2025 group revenue was RMB 14.355 billion, up 22.59 percent, with net profit attributable RMB 1.471 billion, up 20.48 percent, and non-recurring-adjusted net profit RMB 1.187 billion, up 32.32 percent. The connectivity (optoelectronic device) segment is the engine: RMB 6.097 billion, up 53.39 percent, now 42.48 percent of group revenue, with segment gross margin up 4.85 points to 13.26 percent on the mix shift into 800G and 1.6T. First-half connectivity revenue alone rose 124 percent to RMB 3.744 billion. The technical record is first-mover rather than fast-follower: world-first 1.6T LPO and 1.6T LRO products and a 1.6T 3nm DSP solution, an industry-first 3.2T CPO solution supporting 51.2T switches and compatible with liquid cooling, and on 2026-03-17 at OFC 2026 HG Genuine joined the XPO MSA as a founding member and launched the world's first 12.8T XPO module, XPO being the new liquid-cooled pluggable optical interconnect standard for hyperscale AI data centers. Stated targets are AI-related revenue above 60 percent and overseas revenue above 30 percent within five years, with silicon photonics, LPO, CPO and NPO pursued in parallel across InP, GaAs and SiP platforms, plus thin-film lithium niobate and quantum dot lasers. Mome
20 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.
Huagong Tech ranks 55 on the AI Infra 100 with a score of 90; LITEON Technology ranks 75 with 87. Huagong Tech is ahead on deployment and technology. LITEON Technology is ahead on production and progress. Level on commercials, positioning, firepower and leverage. Huagong Tech is based in Wuhan, China, LITEON Technology in Taipei, Taiwan. Huagong Tech is named in 0 signals and LITEON Technology in 7.
Huagong Tech ranks 55 on the AI Infra 100 with a score of 90; LITEON Technology ranks 75 with 87. Huagong Tech is ahead on deployment and technology. LITEON Technology is ahead on production and progress. Level on commercials, positioning, firepower and leverage. Huagong Tech is based in Wuhan, China, LITEON Technology in Taipei, Taiwan. Huagong Tech is named in 0 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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