Yageo, a leading passive component manufacturer, reported a record-high consolidated revenue of NT$14.039 billion for April. This represents a 3% increase from March and a 22.04% year-on-year growth. For the first four months of 2026, consolidated revenue totaled NT$52.205 billion, marking a 22.5% increase compared to the previous year. The company cited pre-holiday stocking and strong demand from AI applications as key drivers for April's performance. Yageo anticipates a moderate sequential increase in revenue for the second quarter, with slight improvements in gross and operating profit margins. The company also noted that the proportion of revenue from AI applications has risen to 13-14% in the first quarter of 2026 and is expected to reach 15% by the end of the year.
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- Source: CNA (Central News Agency)
- Category: Taiwan