Yageo Chairman Pierre Chen: AI Industry in 'Top of the 2nd Inning,' Busy Second Half Ahead

Yageo Chairman Pierre Chen stated that the AI industry is currently in the 'top of the 2nd inning' of a baseball game, with significant future development expected. Yageo expects a very busy second half of the year, as major US cloud computing firms using GPUs and ASICs for AI servers are among its clients. Chen noted that Yageo has long-standing design and R&D centers in the US and is on the priority supplier list for these clients. He highlighted that high-end customized products account for 80% of Yageo's total revenue, and the company's expertise in high-voltage, high-temperature, and high-reliability technology for automotive and industrial sectors is easily applicable to AI, which he described as an extension of automotive applications.