Taiyo Yuden Earnings: MLCC Supply Tightness Expands AI Opportunity; Fair Value Up by 4%
Taiyo Yuden's first-quarter revenue rose 11% year-on-year, and operating income increased 53%, supported by strong sales of passive components for AI servers. The company raised its fiscal 2026 full-year revenue and operating income guidance by 10% and 50%, respectively.