YAGEO2327.TW

Founded in 1977 in Taiwan, Yageo is one of the world's largest makers of passive components such as resistors, capacitors and inductors, having grown through acquisitions including Philips' passive components unit and Pulse Electronics. When Japanese and Korean MLCC makers shift capacity toward AI-grade parts, Yageo is a common beneficiary of the consumer-grade order spillover.

CEO Pierre Chen · Founded 1977 · HQ Kaohsiung, Taiwan · Exchange TWSE · Website yageo.com

Predictions & track record (1)

• Awaiting grading The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled.To be scored on whether Murata, Samsung Electro-Mechanics and Taiyo Yuden's book-to-bill ratios stay above 1.25 through Q3-Q4, and whether inventory that fell below 30 days returns to normal by year-end.

2 related posts

• Bull The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled. Jukan (@jukan05) · 2026-07-28
• Watch Serenity maps the AI hardware bottlenecks, and who supplies them Serenity (@aleabitoreddit) · 2026-07-20