Yageo

Murata

2026-09-11 00:58:00

Murata to phase out multiple MLCC products, with customer transition due by end-2027

Murata, a major supplier in the passive components market, has notified customers that it will gradually discontinue multiple multilayer ceramic capacitor, or MLCC, products. The notice covers parts from nine series: GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, and ZRA. According to Murata, the adjustment targets older products and part numbers, including some general-purpose items and models that had already been placed on an update plan, as the company moves ahead with product renewal. The affected applications span consumer electronics, industrial equipment, and automotive markets. The notice also sets out a clear schedule: customers must complete alternative qualification and transition by Dec. 31, 2027, with the last order date set for March 31, 2028, and the final shipment date for March 31, 2029. ChainCatcher reported that market participants expect customers to activate alternative supplier mechanisms after some Murata part numbers are discontinued, which could channel orders to Taiwan-based manufacturers including Yageo, Walsin Technology, Holy Stone, and Synmax.

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Yageo

2026-09-10 08:11:51

Yageo sets grant date for 4.4 million restricted shares, with market value estimated at NT$2.5 billion

Yageo, the passive components manufacturer listed as 2327 in Taiwan, has set the capital increase record date for its 2025 and 2026 restricted stock awards, or RSAs, according to a company filing cited by ABMedia. The company plans to issue about 4.398 million shares to employees at no cost. Based on a market price of roughly NT$570 per share, the stock package is valued at about NT$2.5 billion. The report said the immediate impact on outstanding shares is limited. With about 2.058 billion shares already issued, the dilution rate is estimated at around 0.21%. It also noted that the awarded shares are subject to lock-up periods and performance conditions, and will be held in trust before vesting, which means they are not expected to create near-term selling pressure in the secondary market. ABMedia framed the move as part of a broader shift in Taiwan’s tech sector, where rank-and-file employees are more often compensated with cash while senior executives and core technical staff are tied to long-term stock incentives. The report also said Yageo’s non-management full-time employees had a median annual salary of a little over NT$750,000 in 2025, based on Taiwan Stock Exchange data.

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Chung Hwa Pic

2026-09-07 03:44:32

Chung Hwa Picture Tubes trims Yageo at a slight loss as foreign investors snap up 10,000 lots

Chung Hwa Picture Tubes disclosed that it sold 774 lots of Yageo shares between Aug. 31 and Sept. 4 at an average price of NT$554.76 per share, for total proceeds of about NT$429 million. The transaction resulted in a loss of roughly NT$1.805 million, or about 0.42%, leaving the company close to break-even. After the sale, Chung Hwa Picture Tubes still held 1,093 lots of Yageo, with a market value of around NT$609 million. At the same time, foreign investors sharply increased their exposure to Yageo. According to the report, they bought 10,000 lots in a single session on Sept. 4, with net buying reaching NT$10.5 billion. Foreign ownership climbed to above 44%, while concentration among large holders and major players stayed near 68%. The report also said selling pressure from investment trusts had eased after adjustments in the second half of August. Yageo rose 6% and reclaimed the NT$600 level, while Holy Stone hit limit-up. The stock had fallen from a July high of NT$1,220 to NT$456 before consolidating for more than a month. The report said NT$670 is the neckline to watch, followed by resistance near the quarterly moving average at NT$750.

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PSOX

2026-08-28 07:51:42

PSOX targets AI power hardware with Delta, Yageo among top holdings

Tema ETFs launched the Tema MLCC & PowerSemi ETF, trading under the ticker PSOX, in August 2026 on the CBOE BZX Exchange. The actively managed fund carries a 0.75% expense ratio and focuses on two parts of the AI server power stack: multilayer ceramic capacitors, or MLCCs, and power semiconductors. As of shortly after launch, the fund had $868,000 in assets under management, leaving it relatively small and potentially more exposed to volatility and liquidity constraints. According to the portfolio data cited in the report, PSOX’s top positions include Delta Electronics, Infineon, Murata Manufacturing, Samsung Electro-Mechanics and Yageo, while Taiwan represents the largest country allocation at 29.84%. The article says the fund was developed with SemiAnalysis and is built around the view that AI infrastructure upgrades, especially the shift toward 800V DC server power architecture, could drive demand for both MLCCs and power semiconductors over the next several years. It also notes that the product is geared toward investors willing to take concentrated industry exposure tied to the AI hardware power supply chain.

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Norway sovere

2026-08-13 00:53:01

Norway wealth fund lifts Taiwan stock holdings to $61.9 billion as TSMC stays a top global position

Norway’s sovereign wealth fund reported total assets of $2.34 trillion for the first half of 2026, with a 9.4% investment return and profit of $184.9 billion. The fund’s Taiwan equity holdings rose 50.7% to $61.914 billion, or roughly NT$2 trillion, increasing Taiwan’s share in its global equity portfolio to 3.68%. TSMC remained the fund’s fifth-largest holding worldwide at $33.525 billion and was the only non-U.S. company among its top five positions, accounting for 1.7% of total assets. In Taiwan, the top five positions were TSMC, MediaTek, Delta Electronics, Hon Hai and Yageo. MediaTek climbed to the No. 2 Taiwan holding at $3.183 billion, while Yageo’s position value jumped 426% to $1.12 billion, moving from 18th at the end of the prior year to fifth. The fund held 333 Taiwan-listed stocks as of June 30, 2026. First-half portfolio changes included 14 additions and 20 removals. New positions were concentrated in AI server-related supply chains, including passive components, optical communications, PCB and semiconductor testing materials, memory, connectors and thermal modules. Stocks removed from the portfolio included names tied to autos, precision machinery, aerospace, green energy and energy storage, reflecting a sharper focus on AI-linked technology segments.

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Kingslide

2026-08-11 01:11:11

Kingslide founder Lin Tsung-chi tops Chen Tai-ming in Forbes real-time wealth ranking

Kingslide, a Taiwanese maker of server rails, has surged into the spotlight as its share price climbed high enough to make it the island’s second-most expensive stock after Aspeed. That run-up has also pushed founder Lin Tsung-chi above several better-known Taiwanese business figures in Forbes’ real-time billionaire list. According to Forbes’ Aug. 10 update, Lin’s net worth reached $16.7 billion, placing him No. 173 globally. That put him ahead of Yageo Chairman Pierre Chen, or Chen Tai-ming, at $16.5 billion and No. 178, as well as Foxconn founder Terry Gou at $15.8 billion and Quanta Chairman Barry Lam at $14.5 billion. The report notes that the ranking changes with daily stock moves, so it is not the same as Forbes’ annual Taiwan rich list. Still, at the latest update, Lin had moved ahead. ABMedia said both Lin and Chen have benefited from the same broad trend: the AI data center buildout. Kingslide sells server rails and related hardware, while Yageo supplies MLCCs, tantalum capacitors and other electronic components used in AI infrastructure.

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MLCC

2026-08-10 00:39:27

AI Demand Triggers MLCC Supply Crunch, Buyers Pay Up to Triple Prices

Strong AI demand is tightening the market for multilayer ceramic capacitors (MLCCs), with some customers paying two to three times normal prices to secure supply from major makers such as Yageo and Murata. Delivery lead times have now extended to 12–16 months. Yageo said capacity utilization is climbing, with standard products expected to hit above 90% this quarter from roughly 80% and specialty products staying high, pushing the company closer to full loading. A growing number of AI-related clients are seeking long-term agreements to lock in capacity for six months or even years. Yageo is expanding output in Kaohsiung, Suzhou, Vietnam and Mexico. Large MLCC makers are prioritizing big customers and long-standing partners, leaving smaller buyers with tighter supply and forcing them to scramble and pay premiums. Meanwhile, Japanese suppliers Murata and Taiyo Yuden have raised their outlooks, citing stronger-than-expected demand from AI servers and data centers that is boosting use of high-capacitance parts.

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MLCC

2026-08-10 00:22:12

AI Demand Sparks MLCC Supply Scramble; Yageo Lead Times Stretch to 12-16 Months

Rising AI demand has triggered a scramble for multilayer ceramic capacitors (MLCCs), with some buyers paying two to three times the usual price to secure supply from Yageo and Murata. Industry sources say the market has turned into a highest-bidder-wins contest. Major manufacturers are running near full capacity, and lead times have stretched to 12–16 months. Yageo confirms that AI-related customers increasingly want to lock in capacity ahead of time to reduce supply risk. The company expects standard-product utilization to climb from around 80% in Q2 to above 90% this quarter, while specialty products stay above 90% as overall loading moves toward full. Yageo is also expanding capacity, with new output ramping up quarter by quarter. Japanese peers are equally bullish: Murata has sharply raised its full-year profit forecast, and Taiyo Yuden says AI server demand is surpassing expectations. Industry watchers note that large customers typically get higher capacity allocation priority, leaving smaller buyers to pay premiums for limited supply. Yageo adds that more clients are signing long-term agreements to lock in passive component supply for the next six months to several years, a shift aimed at reducing supply-chain risk.

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