Yageo Corp

2327: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Yageo Earnings: Tantalum Capacitors and MLCCs Benefit From AI Investments; Fair Value Up 31%

Kazunori Ito

Nov 4, 2025

Major passive component suppliers Murata Manufacturing, Samsung Electro-Mechanics, Yageo, TDK, and Kyocera all reported solid revenue growth in the September quarter, driven by computing demand. All of the Japanese suppliers raised their full-year guidance for fiscal 2025 (ending March 2026).

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Yageo Corp

Yageo Earnings: Tantalum Capacitors and MLCCs Benefit From AI Investments; Fair Value Up 31%

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