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Taiwan AI power supply giant Lite-On Technology has inked a US$350 million (NT$11.06B) contract for construction of its plant in McKinney, Texas, aimed at high-voltage DC power racks and AI infrastructure production, media report, adding the contract is part of a US$919 million plan approved by Lite-On’s board in April. Lite-On’s 2026 capex plan is now NT$18 billion, versus NT$7 billion last year. #Texas #AI #liteon https://t.co/ynzNzPsmQV Related: Delta Electronics and other Lite-On rivals have also increased capex in response to explosive demand from AI data center and AI server makers, media report: Delta’s 2026 capex is now seen at NT$70 billion, from NT$46.6B earlier this year as it expands capacity for AI server power supplies and liquid cooling equipment. AcBel Polytech’s 2026 capex is seen doubling over last year due to demand for high voltage power supplies for AI server (30kW and 33kW), as well as hundred-kilowatt-class cabinets. https://t.co/XyvlDNTjND