Yageo Corp

2327: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Yageo Earnings: AI Demand and Tight MLCC Supply Support Lasting Margin Gains; Fair Value Up 8%

Kazunori Ito

Nov 2, 2026

Yageo's third-quarter revenue rose 49.7% year on year, while operating profit jumped 93.1%. Artificial intelligence-related sales grew, lifting their revenue share to 20% from 16% in the previous quarter. Gross margin reached 41.0%, exceeding 40% for the first time in about five years.

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Yageo Corp

Yageo Earnings: AI Demand and Tight MLCC Supply Support Lasting Margin Gains; Fair Value Up 8%

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