Yageo Corp

2327: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Raising Fair Value Estimates of Electronic Component Suppliers; Expectations for MLCCs Are Too High

Kazunori Ito

Jun 29, 2026

After follow-up meetings held after the March-quarter results, we revisited our view on artificial intelligence data center demand and updated our earnings forecasts and fair value estimates for Murata Manufacturing, Samsung Electro-Mechanics, Yageo, Taiyo Yuden, and TDK.

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Yageo Corp

Raising Fair Value Estimates of Electronic Component Suppliers; Expectations for MLCCs Are Too High

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