ACCTON TECHNOLOGY Business Summary

Accton Technology Corp (2345.TW) is a premier global provider of networking and communication solutions, primarily operating as an original design manufacturer (ODM) and original equipment manufacturer (OEM). The company generates revenue through the design, manufacture, and sale of high-performance hardware, including 400G and 800G Ethernet switches, AI/ML fabrics, wireless LAN equipment, and broadband access devices. Its primary business segments are categorized into Network Switches, which account for the majority of its revenue, Wireless Networking, and Broadband Networking. Accton is a dominant force in the "white-box" switching market, providing open-hardware solutions to hyperscale data centers and telecommunications providers. It competes directly with major industry players such as Quanta Computer, Wiwynn Corp, and Wistron NeWeb Corp (WNC), maintaining a competitive edge through its early-mover advantage in 800G technology and AI-optimized networking infrastructure. Founded in 1988, Accton is led by Chairperson Kuo-Hsiu Huang and a seasoned executive team. Jun Shi serves as the Chief Executive Officer, having transitioned from Chief Revenue Officer in 2023, while Jackal Lee was appointed President in October 2025 following his tenure as Senior Vice President of Product Supply and Demand. The technical leadership is anchored by Michael K.T. Lee, Senior Vice President of Research and Development, who oversees the company's innovation in optoelectronic communication and high-speed switching. The board of directors features notable figures such as Eizo Kobayashi (Chairman of Itochu) and Shu-Chieh Huang (former CEO of Deloitte Taiwan), reflecting a high degree of corporate governance expertise. Major institutional investors include global powerhouses such as Vanguard, BlackRock, and Norges Bank, underscoring the company's significant standing in the international technology sector.