Yageo

Yageo

2026-07-29 11:00:23

Yageo posts record Q2 revenue and profit, with AI accounting for 16% of sales

Yageo, the passive components maker listed under ticker 2327, reported record results for the second quarter of 2026 as demand from AI servers, automotive electronics, and industrial applications lifted both revenue and earnings. Second-quarter consolidated revenue reached 44.456 billion, up 16.5% from the prior quarter and 35.7% from a year earlier, while net profit attributable to the parent rose to 9.418 billion. Earnings per share came in at 4.59, up 88.4% year over year from 2.43 and above the prior quarter’s 3.90. The company said AI-related products now contribute about 16% of total revenue, describing AI as its most important growth driver. It pointed to stronger demand across product lines, with AI server deployments lifting demand for specialty components and tantalum capacitors seeing the clearest benefit. MLCC and resistor products also continued to grow, while total capacitor sales increased 14.1% quarter over quarter and 44% year over year. For the first half, Yageo posted revenue of 82.622 billion, net profit of 17.419 billion, and EPS of 8.48. The company also reported free cash flow of 5.783 billion in the second quarter and said its net financial debt-to-last-12-month EBITDA ratio had fallen to 22%. Management said customers remain positive on the second half and kept a cautiously optimistic full-year outlook.

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Taiwan stocks

2026-07-29 03:49:58

Taiwan stock sell-off puts CMC and Huang Hsiang trades under the spotlight

A sharp correction in global technology shares has pushed Taiwan equities into a more volatile stretch, and two listed companies known for actively trading stocks have drawn renewed market attention. CMC Magnetics Corp. said it sold 175 lots of Taiwan Semiconductor Manufacturing Co. shares between July 21 and July 28, 2026, at an average price of NT$2,327.30, booking a loss of NT$7.82 million. Over the same period, it redeployed capital into Nanya Technology and Accton Technology, spending about NT$345 million for 880 lots of Nanya at an average NT$392.59 per share, and about NT$310 million for 135 lots of Accton at an average NT$2,298.08. The report said CMC described the trades as an investment portfolio adjustment. It also noted that, by the time of publication, TSMC was at NT$2,215, Nanya at NT$353.5, and Accton at NT$1,880. The article added that analysts viewed CMC’s trading style as short-term rolling arbitrage rather than a one-off directional bet, pointing out that the company had previously booked a NT$5.09 million gain from another TSMC disposal earlier in July and a NT$41.71 million gain from TSMC in January. Huang Hsiang Construction, meanwhile, bought 432 lots of Yageo on July 1 at an average NT$1,186.57 per share, investing NT$513 million. The purchase came near Yageo’s historic high zone, with the stock hitting an intraday peak of NT$1,220 that day. After Yageo fell to the daily limit-down price of NT$507 on July 29, the position would imply a paper loss approaching NT$300 million if no stop-loss had been taken.

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Yageo

2026-07-29 01:02:06

Yageo investor meeting draws focus as MLCC price hikes test whether the stock can stabilize

Yageo’s second-quarter investor conference is in focus on July 29 after a sharp sell-off in Taiwan equities pushed the passive component maker’s stock down by more than 50% from its July 1 record high. The broader market tumbled on July 28, with Taiwan stocks posting their second-largest point drop on record, while passive component names were hit by deleveraging and emotionally driven selling. Even so, the industry backdrop described in the source remains tight. Japanese supplier Taiyo Yuden said it will raise multilayer ceramic capacitor, or MLCC, prices starting Sept. 1, citing high raw material costs and sustained demand for higher-end orders. South Korea’s Samsung Electro-Mechanics, the world’s second-largest MLCC supplier, has also reportedly raised product prices as demand for high-spec AI server motherboards increases. Yageo, the world’s third-largest MLCC supplier, reported record revenue for both June and the second quarter. June revenue reached NT$15.359 billion, up 2% from a month earlier and 38.91% from a year ago. Second-quarter self-reported consolidated revenue came in at NT$44.456 billion, up 16.5% quarter over quarter and 35.7% year over year. Investors are watching management commentary on margins, customer acceptance of price increases, AI revenue mix, capacity utilization, and inventory restocking in automotive and industrial markets.

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