Simply Wall Street Highlights Lite-On, Wiwynn and 2CRSI in AI Data-Center Infrastructure Stock Review
Редакция ЦОД:Главное
Simply Wall Street has published an investment-focused review naming Lite-On Technology, Wiwynn and 2CRSI as companies exposed to AI infrastructure and data-center demand. The review links expanding AI workloads to demand for power systems, optical components, cooling, servers and integrated rack platforms.
- The review positions Lite-On, Wiwynn and 2CRSI as AI-infrastructure-related equities rather than announcing a data-center project.
- Lite-On’s cited AI infrastructure portfolio spans power supplies, battery backup units, optics, integrated racks and cooling.
- Wiwynn is associated with cloud and AI servers, racks and rack-scale platforms for hyperscalers.
- Lite-On management expects AI-related revenue to represent at least 25% of total revenue in 2026, up from 15–20% in 2025.
- The cited Broadcom AI semiconductor sales figure provides demand context but does not demonstrate equipment orders or deployed data-center capacity.
Simply Wall Street has featured Lite-On Technology, Wiwynn and 2CRSI in a thematic review of equities associated with AI infrastructure. The publication frames growth in AI workloads and data-center deployment as a demand driver for the component and systems suppliers serving cloud and AI environments.
Lite-On is described as supplying optoelectronic components and high-efficiency power systems for cloud and AI data-center equipment. Its portfolio cited in the review includes power-supply units, battery backup units, integrated racks and cooling solutions for high-power AI server configurations. The review also cites management expectations that AI-related revenue will rise from 15–20% of Lite-On’s total revenue in 2025 to at least 25% in 2026. This is management guidance rather than a reported outcome.
The article attributes approximately NT$94.6 billion of Lite-On revenue to Cloud and Internet of Things, alongside NT$64.6 billion from Information and Consumer Electronics and NT$29.1 billion from Photoelectric. It also lists Lite-On’s market capitalisation at approximately NT$600.2 billion, although the review does not provide full methodology or as-of dates for these figures.
Wiwynn is presented as a manufacturer of servers and racks for cloud and AI data centers, including rack-scale AI server platforms supplied to hyperscalers. The review cites about NT$1.11 trillion in computer-hardware revenue and a market capitalisation of approximately NT$1.03 trillion, again without complete methodology or dates for the stated metrics.
As broader demand context, the article cites Broadcom AI semiconductor sales of US$16.7 billion and triple-digit growth in that segment. That backdrop could support demand for the power delivery, backup power, optical, cooling and rack-scale server infrastructure needed in dense AI deployments. However, the review is an investment-oriented market overview, not confirmation of new data-center projects, commissioned capacity, supplier order volumes or signed contracts.
Details on 2CRSI are limited because the available source text is incomplete.
The review illustrates how AI data-center investment can extend beyond accelerators into the supporting equipment stack, including server power and backup systems, optics, thermal management and rack-scale platforms. It does not, however, evidence new data-center capacity, equipment orders or specific supplier contracts.
- — / 18 октября 2026 г. · АнглийскийПервоисточник →
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