文 | 新质动能
中国台湾首富又换人了！
10月27日，胡润研究院发布《2026胡润百富榜》。榜单显示，85岁的川湖科技创始人、董事长林聪吉，一年之内身家暴涨335%，达到1350亿元人民币，新晋成为中国台湾首富。
和常年霸占财经版面的芯片大佬、豪门家族比起来，这位新首富的履历格外特别。
林聪吉小学辍学，进入家具作坊当学徒，之后大半辈子都在和机械五金打交道。而他一手创办的川湖科技，主营产品也不是高大上的算法或芯片，而是机柜里再普通不过的金属滑轨。
但就是这家从传统铁工厂起步的企业，如今不仅吃下了全球八成的高端服务器滑轨市场，2026年第二季度毛利率更高达87.42%，甚至超过了客户英伟达、台积电。
林聪吉究竟是如何靠着两根不起眼的铁条，超越郭台铭、陈泰铭等一众商界大佬，在85岁高龄站上财富之巅的？
一、一年狂涨335%，卖滑轨的老翁挤下商界大佬
《2026胡润百富榜》显示，在中国台湾的115位上榜企业家里，林聪吉家族凭借1040亿元的年度财富增量、高达335%的惊人涨幅，以1350亿元身家冲上中国台湾榜首，位列总榜第29名。
林聪吉的登顶，改写了中国台湾富豪的“排位”。在此次胡润榜单上，全球半导体封测巨头日月光的张虔生、张洪本家族以1350亿元位列第二；人们熟知的鸿海集团创办人郭台铭，则以1230亿元身家退居第三。
事实上，林聪吉的逆袭早就拉开了序幕。
2026年5月，70岁的被动元件巨头国巨集团董事长、“关之琳前夫”陈泰铭，才刚刚凭借AI服务器带动的元件需求，以156亿美元身家挤下郭台铭，首度坐上《福布斯》实时富豪榜的中国台湾首富之位。
然而陈泰铭的位子还没坐热，到了8月10日，林聪吉便以167亿美元身家反超陈泰铭和郭台铭，成为福布斯实时富豪榜上的中国台湾首富。
要知道，在2025年福布斯中国台湾富豪榜上，林聪吉才刚刚以29亿美元身家首次入榜，排在第24位。短短一年时间，他在福布斯榜单上的身家翻了将近6倍。
推高林聪吉身家的，是川湖科技股价的持续飙升。
2026年8月6日，川湖科技股价突破1万新台币大关，成为台股历史上继信骅、颖崴之后的第三只“万金股”。到9月1日，也就是胡润核算身家的基准日，川湖科技收盘价达到14010元新台币，近一年股价涨幅超过300%。
股价翻倍狂飙，将林聪吉推上了首富宝座，而支撑这轮股价上涨的，是川湖科技在AI浪潮下爆发的业绩。
川湖科技的盈利能力，足以让许多顶尖科技公司汗颜。2025年，川湖科技全年合并营收达到175.01亿元新台币，每股纯益为103.23元新台币。
进入2026年后，业绩更是全面井喷：6月单月营收44.43亿新台币，同比大涨220.52%，连续四个月刷新历史新高，带动二季度营收首次突破百亿新台币；7月营收继续冲高到64.07亿新台币，同比暴涨355.52%。
比营收增速更夸张的，是川湖科技的毛利率：2026年一季度毛利率77.74%，二季度直接冲到87.42%，单季净赚70.88亿新台币。
作为对比，最新财报季里，英伟达毛利率约为75%，台积电的毛利率约为66%。一家做金属滑轨的工厂，毛利率竟然超过了它的芯片客户。
二、绝境翻盘，被逼出来的AI隐形冠军
两根抽屉铁条，为什么比芯片更暴利？因为它卡住了AI数据中心的“隐形咽喉”。
放在普通服务器上，滑轨就是个简单的抽拉轨道，没人会多上心。可AI高阶机柜完全不一样，像英伟达NVL72这种液冷机型，一台机器动辄几百公斤，里面塞满了总价高达数百万美元的GPU芯片。
这组滑轨要扛住上百公斤的重量来回拉动，不能变形；还要在极其紧凑的散热空间里做到微米级公差、免工具快速拆装以及防误操作。
滑轨本身的采购成本，还不到整台机柜的1%。但只要它变形、卡住、拉不出来，昂贵的GPU没法检修散热，上百万的服务器直接面临报废风险。
正如林聪吉所说：“一台伺服器那么贵，没人会拿头发试火。”
所以大厂在采购滑轨时，优先看稳定性，基本不还价、不压价，更不敢轻易更换供应商。靠着这份不可替代性，川湖拿下全球高端服务器滑轨约80%的市场，在英伟达高端机型里市占超70%，2025年导轨业务撑起公司近98%的营收。
然而谁能想到，这个在AI赛道里赚翻了的隐形冠军，曾经因为拒绝一笔降价要求，差点被逼到破产。
林聪吉早年家里条件不好，小学四年级就辍学进家具厂当学徒。70年代自己创业做家具五金，1986年在高雄创办川湖科技，最初只是一家生产家具滑轨的小工厂。
真正改变公司命运的，是2000年的一场谈判。当时，一家占川湖总营收近40%的美国大客户，强硬要求降价30%，否则就撤走全部订单。彼时传统代工业毛利率只有3%到4%，业内自嘲为“茅山道士（毛三到四）”。
降价三成等于倒贴赔钱，林聪吉硬气地选择了拒绝。代价随之而来，川湖科技次年营收近乎腰斩、暴跌44%，约四成管理层和老员工离职出走，工厂濒临破产。
走投无路之下，林聪吉下定决心放弃低价内卷的代工老路，转攻高门槛技术路线。
2001年底，康柏原有滑轨供应商翻车，紧急寻找替补厂商，找到了川湖。林聪吉带着团队只用一周就拿出全新方案，顺利通过严苛测试，拿下10万美元的服务器滑轨试产订单，同步打造自有品牌King Slide。
借着这张订单，川湖科技正式跨入科技供应链，陆续打进IBM、惠普、广达、戴尔等大厂体系。
如今，川湖手握3700多项专利，研发团队从最初7人扩充到500多人，全公司员工近1800人。2021至2022年疫情期间，川湖提前布局AI服务器专用滑轨，等到AI浪潮爆发，稳稳接住了这波红利。
三、女儿女婿接班，千亿家族企业再闯关
靠着几十年死磕一个赛道，林聪吉从五金学徒一路走到中国台湾首富。但对于已经85岁的他来说，接下来的考题，是如何让家族守住这片江山。
在公司治理上，林聪吉早已构建好清晰的接班布局：大女儿林淑珍担任总经理，女婿王俊强担任副总经理兼公司发言人，儿子林宗隆则担任董事。
其中，林淑珍是接班团队的核心。林淑珍大学毕业后就进入川湖，听从父亲安排从车间一线做起，轮岗研发、供应链、海外业务。早期她负责海外家居客户，公司转型切入服务器赛道后，由她对接英伟达、戴尔这类国际大厂。
从2006年接手总经理算起，林淑珍与父亲搭档已有20年之久。接班团队虽然稳健，但林聪吉父女脚下的危机感却从未消退。
林淑珍曾把这波AI商机形容为“就像天上掉下黄金”，但她紧接着补充道，“如果动作不够快，就接不到”。她坦言自己每天既开心又担心，一个产品刚做出来，马上就要焦虑下一代产品在哪里。林聪吉本人也直言：“降价压力天天都有。”
这种焦虑并非空穴来风。随着服务器滑轨市场利润走高，越来越多厂商看到了机会。市场近期传出，英伟达有意引入中国台湾的南俊国际作为第二供应商，以分散供应链风险。
目前，川湖的规模和盈利能力仍明显领先。以7月营收为例，川湖达到64.07亿元新台币，南俊约为2.8亿元新台币；两家公司毛利率分别约为87.4%和41.5%，差距较为悬殊。
不过，对川湖来说，真正值得警惕的未必是眼前的规模差距，而是大客户逐渐引入新供应商的可能性。
为此，川湖一边继续扩大优势，一边也在为未来“留后手”。在业务扩张上，公司正在美国休斯顿建厂，并持续开发适配Blackwell、Rubin等新一代平台的产品，还在评估将相关技术延伸至机器人领域。
在业务布局上，林淑珍则没有放弃传统厨具滑轨。早在2008年金融危机后，川湖就利用服务器滑轨与厨具滑轨之间的技术共通性，进入欧美高端厨具市场。这项业务一度贡献近三成营收，也让川湖不至于完全依赖服务器市场。
近两年因AI需求爆发，服务器导轨占比被动拉升至近98%，传统厨具滑轨占比在2026年第一季度降至7%至8%左右，但林淑珍依然坚持抽出精力持续投资厨具滑轨业务，为家族企业留好抵御AI算力建设周期降温的“退路”。
AI的风口或许会有周期起伏，资本市场的估值也会有潮起潮落，但那些把一件小事死磕到极致的长期主义者，终究不会在时代的“洗牌”中空手而归。
参考资料：
《AI最狠隐形冠军，毛利超英伟达》，深科技；
《安徽首富蝉联，合肥17人进2026胡润百富榜，居全国16位》，新财联；
《小学没读完的车间老人，靠滑轨登顶首富，AI资本的泡沫藏在这里》，今日头条；
其他林聪吉网络公开报道。
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
Man, tweak, new kinetic energy.
Taiwan's richest man has changed!
On 27 October, the Hu Yun Institute publish, 2026 Hu Yun Bount. According to the list, the 85-year-old founder and chairman of Chuen Jia Lin, whose family grew by 335 per cent within a year, to RMB 135 billion, and he became the richest man in Taiwan.
The new richest man has a special track record compared to the Big Chip, the House of Haumen, who dominates the economy.
Lin Jungji Primary School dropped out of school and became an apprentice at the furniture workshop, after which most of its life was spent dealing with mechanical hardware. The main product, however, is not a tall algorithm or chip, but an unconventional metal slide in the cabinet.
But the company, which started with the traditional iron factory, now not only ate 80 per cent of the global high-end server slides, but also at 87.42 per cent in the second quarter of 2026, surpassing its customers, Yin Weida, and electricity.
How can Lin Jung-gi, with his two ignoble iron bars, surpass a group of businessmen like Guo Tai-chung and Chen Tai-chung, on the top of 85-year-olds?
One, it went up 335% a year, and the scoundrel squeezed over the big business.
According to the 2026 Hu Yun Bount List, of the 115 top entrepreneurs in Taiwan, the Lin Chung Ji family, with an annual increase of $104 billion and an alarming increase of 335 per cent, was ranked 29th on the China Taiwan list at $135 billion.
Lin Chung Ji's top of the summit has been rewritten as a “ranking” for the rich people of Taiwan. On this list, Zhang Zhang Zhang Zhiheng, a semi-conductor that seals the sun and moon of the giant, the Zhang Hongban family, ranks second with 135 billion yuan; and Guo Zheng, the well-known founder of the Hung Hai Group, withdrew to the third place with 123 billion yuan.
In fact, the rebel attack by Lin Jungji was long overdue.
In May 2026, the 70-year-old chairman of the giant group of passive elements, Chen Tae-gyu, the former husband of Guan Gyon, was the first of the richest Chinese Taiwan on the Forbes real-time luxurious list of China, having just taken advantage of the demand for components driven by the AI server.
However, Chen Tae-chul’s position is not hot yet, and on August 10, Lin Chungji became China’s richest real-time rich man on Forbes’ real-time list with $16.7 billion.
You know, Lin Jung-gi was just on the Forbes Taiwan Rich List in 2025 for the first time at $2.9 billion. In just one year, he nearly doubled his home on the Forbes list.
It is the price of Kawako technology that continues to rise.
On 6 August 2026, the Kawako technology stock price exceeded the 10,000 new Taiwan dollar mark, making it the third “gang gold stock” in the history of the Taiwan stock after its success. By 1 September, the base date for Hu Yun ' s accountancy, Kawako technology had collected a price of NZ$ 14010, which had increased by over 300 per cent in the past year.
The boom in stock prices has pushed Lin Jungji to the top of the rich throne, and what has underpinned the increase in the price of the wheel has been the performance of Lake Kawako technology under the wave of AI.
The profitability of Lake Kawako technology is strong enough to make many of the top technology companies look good. In 2025, Kawako Science and Technology merged to collect 17,501 million Z$ per year, with a net benefit of 103.23 Z$ per share.
After entering 2026, the performance was more of a full-scale blow-out: a single-month profit of 4,443 million new yuan in June, an increase of 220.52 per cent over the same period, and a four-month clean-up of the past, which led to the second quarter of the second quarter of the second quarter of the second quarter of the second quarter of the second quarter of the second quarter of the year, which led to the first-ever breakthrough of 10 billion new yuan; and a further increase of 6,407 million new yuan in July, an increase of 355.52 per cent over the same year.
More than the rate of increase, the Māori rate for Tsenghu technology is an exaggeration: the Māori rate in the first quarter of 2026 was 77.74 per cent, the rate went directly to 87.42 per cent in the second quarter, and a single-season net of $7,088 million.
In contrast, during the latest financial season, the Māori rate was about 75 per cent in Wei da and 66 per cent in the case of electricity. In a metal slide factory, the Māori rate exceeded its chip customer.
ii. The Ai Invisible Champion, who was forced to turn the corner.
Two drawers of iron. Why is it more profitable than a chip? Because it's stuck in the "invisible throat" of the AID data centre.
On a regular server, the slide is a simple pull track, and no one cares. But the AI-high-level cabinet is completely different, with a liquid chiller type like NVL72, a machine moving hundreds of kilos, filled with GPU chips for millions of dollars.
This set of slides carries hundreds of kilograms of weight and pulls back and forth, without deformation; it is also required to operate in extremely compact dispersible areas with a micro-maritic grade, free of tools and fast-dismantling and error-proof operations.
The procurement cost of the slide track itself is less than 1 per cent of the entire cabinet. But as long as it is deformed, stuck, and unable to pull out, expensive GPUs cannot fix the heat, and millions of servers are directly at risk of end-of-life.
As Lin Chungi said, "A server is so expensive that no one can test a fire with his hair."
As a result, large plants have given priority to stability when they are on a procurement slip track, with little or no bargaining, no price pressure and even less incentive to replace suppliers. With this non-replaceable, Lake Kawako has taken about 80 per cent of the global high-end server slides, over 70 per cent of the high-end metropolis, and in 2025 the conductor managed to raise nearly 98 per cent of the company's revenues.
Who could have thought, however, that the invisible champion who had won in the AI track was almost bankrupt by refusing a request for a reduction.
In the early years of their families, Lin Jungji dropped out of the furniture factory as an apprentice in the fourth grade of primary school. In the 1970s, they started their own furniture and hardware, and in 1986 they founded Kawasuo Science and Technology in Gao Hung, which was initially a small factory that produced furniture slides.
What really changed the company's fate was a 2000 negotiation. At that time, a large United States customer, accounting for nearly 40 per cent of the total camp, insisted on a 30 per cent reduction in the price or withdrew all the orders. At the same time, the rate of Māori in the traditional generation industry was between 3 and 4 per cent, and the industry mocked itself as “Mahsan monks (Mags 3 and 4).
Thirty percent of the price reduction is the equivalent of a down payment, and Lin has chosen hard to refuse. The cost was followed by an annual harvest of nearly 44 per cent in the second year of Kawako Science and Technology, the departure of about 40 per cent of management and senior employees and the imminent collapse of the plant.
In a desperate situation, Lin Jungji has resolved to abandon the old alternative path of low prices and to move on to the high-threshold technology route.
At the end of 2001, Comber's original slip-track supplier turned over his car and urgently sought a replacement and found Lake Kawa. With his team on a week-long schedule, Lin successfully passed a rigorous test, taking $100,000 of server slide test orders and creating his own brand, King Slide.
With this order, Lake Kawako technology formally entered the technology supply chain and moved into the IBM, Hewlett-Packard, Guangda and Dale systems.
Today, Kawako holds more than 3,700 patents, and the R & D team has expanded from the first seven to more than 500, with nearly 1,800 employees. During the 2021-2022 outbreak, the early deployment of the AI server's special slide track in Kawasaku secured the dividend when the wave erupted.
The daughter's son-in-law takes over, and hundreds of millions of family businesses break in.
On a track that died for decades, Lin went all the way from a hardware apprentice to the richest man in Taiwan. But for him, who was 85 years old, the next question was how to keep the family on the mountain.
In the area of corporate governance, Lin Jie has already put in place a clear successor: the eldest daughter, Lin Sook-jin, is the Managing Director, Wang Jun-chun, the Deputy Managing Director and spokesperson, and the son, Lin Zonglong, is the Director.
Among them, Lin Sook-jin is at the heart of the successor team. Upon graduation, Lin Suk-jin University entered River Lake and followed the father ' s arrangement to start from the first line of the workshop, to rotate research and development, supply chain and overseas operations. Early on, she was in charge of home-based clients abroad, and when the company was transformed into a server track, she was connected to major international factories such as Inweida and Dale.
It has been 20 years since he took over as Managing Director in 2006. Although the successor team was robust, the sense of crisis under the feet of Lin Jung Jie and her daughter never subsided.
Lin Suk-jin used to describe this wave of Ai business as “like falling gold in the sky”, but she immediately added, “If you don't move fast enough, you can't get it”. She confessed that she was happy and worried every day that a product had just been produced and that she was anxious about where the next generation would be. And Lin Jungji himself said, "The price reduction pressure is every day."
This anxiety is not empty. As the market profits of the server slides, more and more manufacturers see opportunities. The market has recently emerged that Young Weida intends to introduce Nan Joon International on Taiwan, China, as a second supplier to spread supply chain risk.
The size and profitability of the lake are still significantly ahead. In July, for example, Hong Kong Lake amounted to $6.407 billion and Nanjo was about $280 million; the Māori rates of the two companies were about 87.4 per cent and 41.5 per cent, respectively, with a significant gap.
However, for Lake Kawakawa, it is not necessarily the immediate scale gap, but rather the possibility of large clients gradually introducing new suppliers.
To that end, the lake continues to build on its strengths while “revenging” for the future. In terms of business expansion, the company is building in Houston, United States, and is continuously developing products for a new generation of platforms, such as Blackwell and Rubin, and is assessing the extension of relevant technologies to robotics.
In the business layout, Lin Sook-jin did not give up traditional cooking equipment to slip. Long after the 2008 financial crisis, Lake Kawa used the technical complementarities between server and cooker slides to enter the high-end cooker market in Europe and America. This operation, which at one time contributed to nearly 30 per cent of the harvest, also prevented Lake River from relying entirely on the server market.
In the last two years, as a result of the outbreak of AI demand, the server track has risen to almost 98 per cent passively, and the traditional cooking gear slide has fallen to about 7 to 8 per cent in the first quarter of 2026, but Lin has continued to invest in the cooking kit slide, leaving family businesses with a “backtrack” against the cooling of the AI computing cycle.
There may be cycles at the mouth of AI, and there will be tides and tides in the valuation of capital markets, but those long-standingists who take a small matter to the extreme will not return empty-handedly in the “washing” of times.
References:
Invisible Champion of AI, Māori Super Uighur, Deep Science;
(a) The Union of the Richest of the Anhui emblem, with 17 Fats on the list of 2026 Hu Yunbian and 16 in the country;
(a) The workshop elders who did not finish primary school, who made their way to the top, where the bubble of AI capital is hidden, today ' s headlines;
Public coverage by other networks.
Auto-fetched and translated by AI Gem Box. All rights belong to the original author.