LITEON Technology ranks 75 on the AI Infra 100 with a score of 87; Lumentum ranks 85 with 85. LITEON Technology is ahead on leverage. Level on deployment, production, commercials, progress, technology, positioning and firepower. LITEON Technology is based in Taipei, Taiwan, Lumentum in San Jose, United States. LITEON Technology is named in 7 signals and Lumentum in 312.
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.
Lumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks.
Darker bar: ahead of the other company on that measure.
Optical component and module maker (lasers, optical circuit switches, cloud transceivers) whose growth now comes from in-rack optics: CPO lasers, external laser sources and near-packaged optics for hyperscalers.
312 signals name Lumentum.
239 facts on file.
LITEON Technology ranks 75 on the AI Infra 100 with a score of 87; Lumentum ranks 85 with 85. LITEON Technology is ahead on leverage. Level on deployment, production, commercials, progress, technology, positioning and firepower. LITEON Technology is based in Taipei, Taiwan, Lumentum in San Jose, United States. LITEON Technology is named in 7 signals and Lumentum in 312.
LITEON Technology ranks 75 on the AI Infra 100 with a score of 87; Lumentum ranks 85 with 85. LITEON Technology is ahead on leverage. Level on deployment, production, commercials, progress, technology, positioning and firepower. LITEON Technology is based in Taipei, Taiwan, Lumentum in San Jose, United States. LITEON Technology is named in 7 signals and Lumentum in 312. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →