Linkcom Manufacturing Co., Ltd

 

TAIPEI — LinkCom Chairwoman Julie Tan stated that transformers are no longer merely traditional voltage conversion components, but have evolved into critical elements supporting overall system stability. The company is actively expanding into the silicon photonics and low Earth orbit (LEO) satellite supply chains, with initial shipments expected to begin in small volumes in the second half of the year. Silicon photonics will be applied in power modules for planar transformers, while LEO satellite communications will be deployed in automotive ground receiving stations.

 

Tan noted that as data center rack power consumption moves toward 1MW, power systems are facing unprecedented challenges and transformation opportunities. LinkCom is strengthening collaboration with leading IC design companies in Europe and the United States, while demand visibility for its magnetic components remains solid, driven by high-speed networking and Wi-Fi 8 applications.

 

With the rapid advancement of AI computing power, data center rack power has already reached 140kW and is expected to climb to 300kW in the future. This trend places stricter requirements on power stability and energy efficiency. Under extreme high-current conditions, thermal management and power conversion efficiency have become key industry bottlenecks, making magnetic component design a decisive factor in overall system performance.

 

Tan emphasized that LinkCom has long focused on high-end magnetic components and power architecture design, successfully overcoming high-frequency, high-current power delivery challenges. As global AI computing demand surges and data center power consumption grows exponentially, LinkCom aims not only to manufacture transformers but also to become a key enabler of stable power and signal infrastructure in the AI era.

 

President Wei-Chieh Tan added that LinkCom is actively developing kilowatt-level power magnetic solutions. At APEC 2026 (Applied Power Electronics Conference), the company will showcase a high-end Matrix Inductor designed for 1.6kW 4-phase buck architectures. Leveraging magnetic coupling design, the solution provides critical power support for AI servers in the 1MW rack era.

 

Tan further highlighted that LinkCom possesses industry-leading electromagnetic and thermal simulation capabilities, along with advanced material development technologies. These strengths enable the company to deliver customized magnetic and thermal designs tailored to different chip architectures, supporting customers from the reference design stage to shorten development cycles and differentiate from traditional passive component suppliers.

 

In addition, LinkCom is accelerating its wireless charging business transformation. The company has restructured its product, customer, and application portfolio, offering a full range of transmitter (TX) and receiver (RX) modules with 10W to 30W fast-charging solutions. By integrating multi-coil and magnetic alignment designs, LinkCom addresses diverse application needs while also expanding its consumer wireless charging product lineup.

 

On the application front, LinkCom is extending wireless charging modules beyond consumer electronics into smart furniture, wearable devices, fitness equipment, and medical devices. The company has already achieved significant progress in the fitness and medical sectors, further optimizing its customer and product mix and strengthening growth momentum.

 

Looking ahead, Tan remains optimistic about sustained growth driven by rising AI computing demand, upgrades in high-speed networking, and the expansion of high-power applications. LinkCom will continue investing in next-generation technologies, including high power-density modules and high-wattage wireless charging solutions, to enhance product value and market competitiveness through continuous innovation.

 

In the wireless charging segment, LinkCom is also expanding into non-consumer applications, with successful adoption in medical handheld devices, wearables, and fitness equipment. The company is targeting further expansion in Asia-Pacific, Europe, and the Americas, aiming to unlock new mid- to long-term growth opportunities.

 

轉載財經新報／記者姚惠茹報導

https://finance.technews.tw/2026/03/23/the-role-of-transformer/