Yageo Reports June 2026 Consolidated Revenue of NT$15.359 Billion, Up 38.9% Year-on-Year

Yageo Corporation today announced its consolidated revenue for June 2026 reached NT$15.359 billion (approximately USD 502 million), representing a 2.0% increase from the prior month and a 38.9% year-on-year growth. In U.S. dollar terms, monthly revenue rose 1.7% month-on-month and 31.5% year-on-year. The company’s consolidated revenue for the second quarter of 2026 (April–June) totaled NT$44.456 billion, up 16.5% quarter-on-quarter and 35.7% year-on-year, marking a new all-time high for quarterly revenue (in USD: +16.6% QoQ, +32.9% YoY). Year-to-date consolidated revenue for the first half of 2026 reached NT$82.622 billion, a 29.4% increase from the same period last year (in USD: +30.4% YoY).

The month-on-month revenue growth in June was primarily driven by sustained strong demand in AI-related applications, with both standard and specialty products showing stable growth. Demand for high-performance passive components used in data centers and AI infrastructure remained robust.

Looking ahead, the company noted that the electronic components industry is undergoing structural transformation due to rising AI demand, and Yageo will continue to closely monitor market developments. Despite ongoing geopolitical uncertainties, customer inventory levels remain healthy. Yageo plans to prudently respond to macroeconomic changes and flexibly adjust operations to mitigate the impact of tariff policies and currency fluctuations. The company remains committed to innovation and supply chain resilience to sustain long-term growth.