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    UK quantum startup considers Singapore as Asian base despite Taiwan partnerships
    5h 6min ago
    China’s AI data center boom faces utilization risks as US projects stall
    5h 6min ago
    TSMC unlikely to enter 3D DRAM; CXMT expansion poses bigger threat
    5h 10min ago
    Commentary: Could Nvidia’s founder-centered brand model threaten its future?
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    SK hynix boosts memory R&D efficiency with Nvidia AI and GPUs
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    NEWS TAGGED YAGEO
    Tuesday 10 November 2026
    Yageo posts record October sales as China holiday weighs on Walsin's revenue
    Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales...
    Wednesday 4 November 2026
    Powerchip stake dispute puts Tatung, Yageo takeover battles in focus
    Since Powerchip founder Frank Huang passed away on July 31, 2026, changes to the ownership and management control of Powerchip Holding have remained a market focus. A dispute has now...
    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...
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    AI EXPO Taiwan 2027
    BIZ FOCUS
    Nov 5, 08:00
    Can Wearable Health Devices Reflect Traditional Chinese Medicine Concepts?
    Tuesday 3 November 2026
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO