Announcement • Jun 12
Lintes Technology Accelerates AI Connectivity Expansion Through Optical Communication and Scalable Manufacturing Lintes Technology is fully upgrading to flexible and replicable automated production lines, ensuring it fulfills global customers' large-scale mass production needs. At COMPUTEX 2026, Lintes presented its connectivity portfolio spanning multiple layers of AI infrastructure, from edge AI devices to hyperscale AI clusters. The showcased solutions included: Hyperscale AI networking solutions, including AEC, DAC, CPC, and CPO solutions developed for cluster infrastructure. High-density AI server interconnect solutions, including MCIO, Multi-Trak, and SlimSAS solutions designed for scale-up computing environments. High-bandwidth connectivity for edge and device AI applications, including Thunderbolt and USB solutions. To fulfill the global large-scale mass production demand, Lintes Technology made astrategic investment in Gen Precision in 2020, strengthening its optical communication manufacturing, automation, and inspection capabilities. With more than 30 years of precision machining expertise, Gen Precision has supported the optical communication industry's evolution toward higher bandwidth and channel density, delivering ultra-precision manufacturing capabilities reaching the 0.1 µm level for passive optical components. Meanwhile, leveraging Gen Precision's expertise in automated production line construction, automated optical coupling and testing, and smart manufacturing system integration, this collaboration will accelerate Lintes' dynamic expansion of high-bandwidth interconnect capacity worldwide, enabling Lintes to scale high-bandwidth interconnect production globally while maintaining consistent quality and manufacturing efficiency. Reported Earnings • May 12
First quarter 2026 earnings released: EPS: NT$1.00 (vs NT$0.69 in 1Q 2025) First quarter 2026 results: EPS: NT$1.00 (up from NT$0.69 in 1Q 2025). Revenue: NT$510.2m (up 17% from 1Q 2025). Net income: NT$67.5m (up 48% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 52% per year, which means it is well ahead of earnings. New Risk • Mar 13
New major risk - Revenue and earnings growth Earnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.9% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin). 
