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Taiwan’s Lotes eyes volume production for AI server hardware as 2H25 demand builds

Lotes Terminals Industrial Co. (Lotes), a connector supplier based in Taiwan, expects stronger revenue in the second half of 2025, even as currency volatility may dent second-quarter results. The company currently has 4–6 weeks of order visibility, supported by seasonal demand, and aims to move its AI server quick-release connectors from “sample-ready” to “mass production-ready” status before mid-year.