Yageo Corp

2327: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Yageo Earnings: Tantalum Capacitors Shine On AI Demand; Raising Fair Value by 25% to TWD 350

Kazunori Ito

Apr 16, 2026

Yageo's revenue increased 6.1% sequentially in the March quarter, defying typical seasonal softness from the Lunar New Year holiday period. Management attributes the outperformance to robust demand from artificial intelligence infrastructure buildout.

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Yageo Corp

Yageo Earnings: Tantalum Capacitors Shine On AI Demand; Raising Fair Value by 25% to TWD 350

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