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第一類接觸／聯寶強攻 AI 電源商機 多領域布局 打造新成長曲線
磁性元件廠聯寶（6821）在董事長譚明珠帶領下，從網通跨入LED電源，又切入乙太網路供電（PoE），如今再以磁性元件與電源整合能力，布局高功率密度電源模組及無線充電市場，尋找下一條成長曲線。
聯寶新武器曝光！訂單看到2027年Q1 - 出貨遞延8月營收年減31%
聯寶電子（6821）公告2026年8月合併營收達3,334萬元，較上月與去年同期分別減少31.79％、31.63％。累計2026年1至8月合併營收3.67億元，年減10.21％。8月營收主要受到客戶因AI需求搶貨造成記憶體缺貨而影響整體客戶拉貨進度，以及整體電子零組件產業在漲價過於迅速下，代工客戶端與品牌客戶產生議價，雙重因素使得聯寶部分大型客戶訂單有遞延出貨及認列的狀況。
聯寶財報｜Q2獲利增逾8倍、每股賺0.7元 上半年逼近去年全年
聯寶電子（6821）公布2026年第二季財報，受惠磁性元件出貨暢旺，單季合併營收1.62億元，季增33.08%，雖較去年同期小幅減少，仍為歷年同期次高；稅後淨利2292萬元，年增8.28倍，每股純益（EPS）0.7元，較去年同期0.08元大增7.75倍，刷新歷年單季次高。累計上半年EPS達1.03元，獲利已達2025年全年的93.23%。
![[Press Release] LinkCom Introduces FT12112AR 120W PoE DC/DC Transformer for 2.5G LAN and 2A Power Architecture](data/news/cover/1784858208830254824.png)
[Press Release] LinkCom Introduces FT12112AR 120W PoE DC/DC Transformer for 2.5G LAN and 2A Power Architecture
LinkCom (TWSE: 6821) today announced the release of its FT12112AR DC/DC transformer. Designed for Forward converter topology, the transformer is intended for the secondary power conversion stage in Power over Ethernet (PoE) systems, meeting the requirements for 2A single-channel bias power and 120W-class output power.
Linkcom expands its LVR power inductor product line and deepens its AI high-efficiency power supply application layout.
Taipei News] Linkcom Manufacturing Co., Ltd. announced in June that it will officially expand its LVR series power inductor product line and launch a new generation of part numbers, further strengthening the company's technical depth in high current density power solutions and continuing to meet the rapidly growing demand in the AI server and high-performance computing (HPC) market.
Reconstructing AI Power Systems Through Magnetic Design: LinkCom’s Matrix Inductor Technology Enhances Power Efficiency and Stability.
As AI servers and High-Performance Computing (HPC) continue to advance rapidly, data centers are moving toward increasingly higher power density. Under this trend, power systems have evolved from a supporting role into a core factor that directly impacts overall system performance.
聯寶首季EPS達0.32元年增6.67％ 創近三年同期新高
聯寶(6821)於今日公布2026年第一季合併營收1.22億元，年減11.63％，雖整體市場環境受全球景氣與終端需求調整影響，然而受惠高階磁性元件出貨穩健及營運效率提升，帶動整體獲利表現逆勢成長，第一季稅後淨利978萬元，年增3.5％，每股稅後盈餘(EPS)達0.32元，年增6.67％，並創近三年同期新高表現，不僅展現公司持續強化營運體質與提升獲利品質的成效，也反應在磁性元件核心技術與市場布局上的穩健競爭優勢。
AI伺服器、高速網通帶動聯寶4月營收回溫！矽光子、低軌衛星送樣中，下半年拚小量出貨
聯寶4月發布全新高效能RJ45 ICM，主打透過高度集成的封裝技術，節省PCB空間、強化抗干擾與訊號穩定，全面支援高速傳輸與PoE應用。
聯寶4月營收0.59億元 月增34.02％
磁性元件聯寶（6821）今日公布4月營收0.59億元、月成長34.02％，聯寶表示，受惠南亞地區磁性元件專案進入放量階段，帶動旗下PoE、LAN類變壓器產品出貨增加，挹注整體磁性元件業務銷售表現，同時，無線充電模組訂單出貨同步成長，不僅有助於提升產品結構與附加價值，也進一步帶動整體營運良好動能。
![[Press Release] LinkCom (6821) Launches New High-Performance RJ45 ICM, Strengthening PoE Integrated Ecosystem to Power AI and Networking Upgrades](data/news/cover/1776390444348660489.JPG)
[Press Release] LinkCom (6821) Launches New High-Performance RJ45 ICM, Strengthening PoE Integrated Ecosystem to Power AI and Networking Upgrades
[New Taipei City, Taiwan, April 16, 2026] — LinkCom (stock code: 6821), a global leading supplier of magnetic components and power electronics solutions, today officially announced the launch of its new generation of Integrated Connector Modules (RJ45 ICM).
LinkCom Enters the Silicon Photonics and Low-Earth Orbit Satellite Supply Chains! Chairwoman Julie Tan: Small-scale shipments to begin in the second half of the year
Julie Tan, Chairwoman of LinkCom Electronics, stated today that transformers are no longer merely traditional voltage conversion components, but have evolved into a key component supporting the stable operation of entire systems. The company is actively expanding into the silicon photonics and low-Earth orbit (LEO) satellite supply chains, with small-scale shipments expected to begin in the second half of the year. In this context, silicon photonics serves as the power brick for tablet transformers, while LEO satellite communications function as ground receiving stations for in-vehicle systems.
LinkCom (6821) Debuts at APEC 2026: Showcasing 1.6 kW 4-Phase Buck and Matrix Inductor Technology to Power the AI Era
March 16, 2026 — As the global surge in AI computing power drives exponential growth in data center electricity consumption, power electronics technology has taken center stage in the industry. A global leader in magnetic components and power solutions, LinkCom Manufacturing Co., Ltd. (TPE: 6821) today announced that it will showcase its 1.6 kW 4-phase buck power module and advanced Matrix Inductor technology, designed specifically for AI servers, at the 2026 Applied Power Electronics Conference.