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2301: Data Center Power Advances Will Drive Upside Potential In The Coming Year

2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity

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2301
AnalystConsensusTarget
Not Invested
Published 28 Nov 2024

Update shared on 30 Nov 2025

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1Y
50.5%
7D
-4.1%

Analysts have slightly raised their price target for Lite-On Technology, increasing it by NT$0.00 as they incorporate modest adjustments to revenue growth and discount rate assumptions.

What's in the News

  • LITEON Technology showcased next-generation HPC solutions at Super Computing (SC25) in St. Louis, including 800 VDC Powerack, advanced BBU and Capacitor Shelves, high-capacity in-Row and in-Rack CDUs, and liquid to air cooling systems (Key Developments).
  • The company’s power and liquid cooling solutions, built on NVIDIA MGX architecture, address the needs of ultra-high-density AI computing and support rapid, energy-efficient data center deployments (Key Developments).
  • LITEON’s 800 VDC racks deliver power capacity ranging from 600kW to 1.2MW, feature lightweight cabling and high structural strength, and support multi-zone high-density GPU configurations for future AI data centers (Key Developments).
  • At the 2025 Open Compute Project (OCP) Global Summit, LITEON introduced innovations in high-efficiency power systems for NVIDIA platforms, advanced rack designs, and modular liquid cooling solutions. These are designed for megawatt-scale racks and demanding AI infrastructure (Key Developments).
  • The liquid cooling system supports real-time electric current, pressure, and coolant temperature monitoring. This system significantly reduces energy consumption and improves reliability compared to traditional air cooling (Key Developments).

Valuation Changes

  • The discount rate increased marginally from 6.90% to 6.91%, suggesting a slightly higher risk assumption in the valuation model.
  • The revenue growth estimate rose slightly from 19.55% to 19.59%, reflecting an improved sales outlook.
  • Net profit margin edged down minimally from 11.16% to 11.15%, indicating a modest adjustment in profitability expectations.
  • Future P/E remained virtually unchanged, moving from 16.84x to 16.84x, implying stable long-term earnings multiples.
  • The fair value estimate held steady at NT$192.94, as the modest metric shifts largely offset each other.

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Disclaimer

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