Lite-On's AI Revenue Surpasses 20% of Total, Chairman Tom Soong Says This Year Marks a New Starting Point for Growth

(CNA, Taipei, May 20) Lite-On Technology held its annual shareholders' meeting today, where Chairman Tom Soong stated that driven by the rapid development of AI, the global industrial structure is accelerating its reshaping. Lite-On is actively seizing related development opportunities, with revenue from AI-related businesses now exceeding 20% of the total. This will continue to expand with applications, creating a key growth driver. Soong noted that 2025 marks Lite-On's 50th anniversary, and the company's transformation plan is reaching a milestone. Through optimizing its constitution and business structure, the revenue share of high-value-added, growth-driven businesses at Lite-On has risen to over 60%. Soong defined 2026 as Lite-On's "Year One," a fresh start with a reset mindset, embarking on a new beginning for growth. He said that as AI drives upgrades across data centers, networking, and energy infrastructure, Lite-On will continue to expand its R&D investment while also internationalizing and diversifying its fundraising channels to strengthen its operational physique and long-term growth momentum. Lite-On's 2025 revenue was NT$166.1 billion, an annual increase of 21%; net profit attributable to the parent company was NT$15.116 billion, up 27% year-on-year, with a record-high after-tax earnings per share of NT$6.64. Lite-On's total cash dividend for 2025 reached NT$5. Lite-On's General Manager, Anson Chiu, said today that AI brings many opportunities for the company. The upcoming shift of AI data centers to 800VDC high-voltage direct current is a significant power revolution, and Lite-On is participating. One of its clients is expected to begin small-volume product shipments in the fourth quarter of this year, which is poised to become a driver for next year's operations. Regarding the recent rise in costs of raw materials, including memory, Chiu stated that Lite-On is actively negotiating with clients, and the cost increases can be passed on and are within a controllable range. Additionally, with COMPUTEX Taipei taking place from June 2 to 5, NVIDIA CEO Jensen Huang is expected to arrive in Taiwan next week to host a "trillion-dollar banquet," to which Lite-On is one of the invited companies. Chiu commented that the dinner is a networking occasion without a specific agenda, mainly for everyone to exchange ideas and see what new industry messages Huang will convey.