News tagged Yageo at DIGITIMES

NEWS TAGGED YAGEO

Friday 30 October 2026

Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%

Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...

Saturday 12 September 2026

AI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers

Strong demand for AI computing is creating a capacity squeeze across the passive-component industry, opening new opportunities for Taiwanese...

Thursday 10 September 2026

Yageo's August revenue hits record on AI demand

Yageo posted year-over-year and month-over-month revenue growth in August, extending its streak of record monthly highs to a sixth straight month. The passive components maker said...

Tuesday 1 September 2026

Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect

Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...

Monday 3 August 2026

AI server demand revives long-term MLCC supply agreements as shortages intensify

Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...

Monday 13 July 2026

AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...

Thursday 9 July 2026

Anpec June revenue rises on fan motor driver IC demand

Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up...

Thursday 2 July 2026

Passive component suppliers regain momentum on AI server and auto demand

Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers,...

Wednesday 1 July 2026

Yageo chairman takes control of Anpec board

After Yageo confirmed its stake in Taiwanese power management IC maker Anpec, attention has turned to whether the group will deepen its involvement in Anpec's operations as part of...

Wednesday 1 July 2026

Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers

Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...

Thursday 18 June 2026

AI data center boom drives Taiwan passive component makers to record sales

Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill...

Thursday 4 June 2026

AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle

AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing...

Sunday 31 May 2026

Yageo eyes AI liquid-cooling dealmaking, targets protection components

Yageo chairman Pierre Chen, who has become Taiwan's richest man, reiterated at the company's recent shareholders meeting that the group will not sit out opportunities in the AI applications...

Thursday 28 May 2026

Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices

Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...

Thursday 28 May 2026

Yageo tops Murata in AI-driven passive component orders

Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...

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