Innolight ranks 29 on the AI Infra 100 with a score of 94; LITEON Technology ranks 75 with 87. Innolight is ahead on deployment, positioning and firepower. LITEON Technology is ahead on progress. Level on production, commercials, technology and leverage. Innolight is based in Suzhou, China, LITEON Technology in Taipei, Taiwan. Innolight is named in 10 signals and LITEON Technology in 7.
Innolight develops and sells high-speed optical transceiver modules, including 800G and 1.6T, and silicon photonics chips for data-center and AI-cluster interconnects.
Darker bar: ahead of the other company on that measure.
Innolight (Zhongji Innolight, SZSE 300308) is the largest optical transceiver maker in the world and the single most important name previously absent from the registry's interconnect coverage. FY2024 revenue RMB 23.86bn (up 122.6 percent), net profit RMB 5.17bn (up 137.9 percent); FY2025 revenue RMB 38.24bn (up 60.3 percent), net profit up 108.8 percent, transceiver gross margin rising 34.65 to 42.61 percent. Q1 2026 was extraordinary: revenue RMB 19.5bn (USD 2.9bn, up 192 percent), net profit RMB 5.7bn (USD 850m, up 262 percent) at a record 46 percent gross margin, that single quarter's profit exceeding all of 2024. Overseas revenue, predominantly North America, is above 86 percent. It shipped roughly 3 million 1.6T units in FY2025 for more than 50 percent global share and locked up around 70 percent of Lumentum's 12-million-unit EML chip capacity; about 35 percent of 800G shipments in 2026. The most diversified of the Chinese three: self-developed silicon photonics chips at 95 percent yield cutting costs 30 percent, 1.6T already shipping on silicon photonics, plus active NPO, CPO and optical circuit switching. Momentum is 4 rather than 5 because it was added to a Pentagon list, and CPO is a structural threat to the pluggable model even if large-scale replacement is seen as distant. Named customers NVIDIA, Google and Microsoft.
10 signals name Innolight.
11 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.
Innolight ranks 29 on the AI Infra 100 with a score of 94; LITEON Technology ranks 75 with 87. Innolight is ahead on deployment, positioning and firepower. LITEON Technology is ahead on progress. Level on production, commercials, technology and leverage. Innolight is based in Suzhou, China, LITEON Technology in Taipei, Taiwan. Innolight is named in 10 signals and LITEON Technology in 7.
Innolight ranks 29 on the AI Infra 100 with a score of 94; LITEON Technology ranks 75 with 87. Innolight is ahead on deployment, positioning and firepower. LITEON Technology is ahead on progress. Level on production, commercials, technology and leverage. Innolight is based in Suzhou, China, LITEON Technology in Taipei, Taiwan. Innolight is named in 10 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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