2301 Share Price Performance
NT$0
-140.50 (-100.00%)
Price NT$0
Fair ValueNT$235.75
Share Pricen/a
Lite-On Technology Corporation Stock Price
- 3 Narratives written by author
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- 3 Fair Values set on narratives written by author
2301 Community Narratives
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Fair Value
·Fair Value NT$235.75 15.2% overvalued intrinsic discount
2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity
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Fair Value
·Fair Value NT$300 9.5% undervalued intrinsic discount
AI Power And Cooling Expansion Will Support A Long Runway For Upside
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Fair Value
·Fair Value NT$176 54.3% overvalued intrinsic discount
AI Data Center Wave And Liquid Cooling Shift Will Pressure Returns
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AI Data Center Wave And Liquid Cooling Shift Will Pressure Returns
Lite-On is riding the rush to build AI data centers, but that same boom could backfire if customers slow spending, switch designs, or squeeze suppliers. See why the move toward liquid cooling and new power setups could turn today’s growth into tougher margins and more volatile results.Read more
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NT$176
54.3% overvalued intrinsic discount
Fair Value
Revenue
20.53% p.a.
Profit Margin
10.82%
Future PE
14.86x
Price in 2029
NT$214.94
2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity
Lite-On is leaning into the surge in cloud and AI data centers by selling higher-power server parts and new cooling and rack solutions, aiming to lift its mix toward more premium products. The upside comes with real wrinkles—currency swings, pressure on pricing for more “commodity” hardware, and the cost and complexity of shifting manufacturing across regions.Read more
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NT$235.75
15.2% overvalued intrinsic discount
Fair Value
Revenue
25.12% p.a.
Profit Margin
11.95%
Future PE
16.13x
Price in 2029
NT$288.3
AI Power And Cooling Expansion Will Support A Long Runway For Upside
Lite-On is riding the surge in data-center buildouts by selling the power and cooling gear that keeps AI servers running—and it’s trying to move from simple parts to higher-value, more complete systems. The big question is whether this boom lasts long enough for its aggressive factory expansion to pay off before tougher competition and shifting server designs squeeze growth.Read more
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NT$300
9.5% undervalued intrinsic discount
Fair Value
Revenue
32.67% p.a.
Profit Margin
11.19%
Future PE
18.41x
Price in 2029
NT$367.26
Trending Discussion
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Recently Updated Narratives
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2301: Texas Expansion And AI Infrastructure Will Support A Balanced Outlook
Fair Value: NT$176 54.3% overvalued intrinsic discount
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2301: AI Manufacturing Expansion And Liquid Cooling Will Support Balanced Future Upside
Fair Value: NT$235.75 15.2% overvalued intrinsic discount
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2301: AI Infrastructure Rollout Will Support Higher Long-Term Earnings Potential
Fair Value: NT$300 9.5% undervalued intrinsic discount
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Snowflake Analysis
Lite-On Technology Corporation Key Details
About 2301
- Founded
- 1975
- Employees
- n/a
- CEO
- WebsiteView website
Lite-On Technology Corporation, together with its subsidiaries, engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally. The company offers optoelectronic semiconductors, including visible, UV, and automotive LEDs, couplers, optical sensors, and IR emitters and detectors; energy management solutions, such as data center power supply systems, cloud server chassis, power supply modules, and magnetic components; and consumer electronics comprising 3C accessories and PC power supply, as well as networking adapter. It also provides networking and surveillance products, which include video surveillance products, access control and alarms, networking solutions, and server and motherboard; automotive electronics, such as ADAS, AC charging, and DC charging solutions; and roadway intellimation system comprising roadway lighting intellimation products, intelligent traffic signal systems, and AI predictive maintenance solutions. In addition, the company offers green data center, smart life, clean mobility, and infrastructure solutions. Further, it is involved in general investment; market information collection and after-sales service; manufacturing and sales of mobile phone molds and assembly lines; CD player sale; software development and applications; IT consultation; and solar system engineering. The company was founded in 1975 and is headquartered in Taipei, Taiwan.
