May 2026 Revenue: NT$15.1B, +47.5% YoY

Original: 2026年5月月營收 - 15,058,220千元 (MoM +7.3%, YoY +47.5%)

Summary

Yageo posted May 2026 revenue of NT$15.06B, up 47.5% YoY and 7.3% MoM, marking a sharp acceleration that points to robust passive component demand. The strength aligns with broader AI-server and HBM-related buildouts driving MLCC and tantalum capacitor pull-in, while YTD revenue of NT$67.26B (+27.3% YoY) confirms the cyclical upturn is sustained rather than a one-month anomaly.

Historical Impact

1 past Monthly Revenue · ≈ 8-K event at Yageo Corporation

Median +5d

+37.92%

Range

+37.92% to +37.92%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
May 17, 2026	NT$501	NT$691	+37.92%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

Yageo Corporation (TWSE: 2327), Electronic Components sector, reported May 2026 (filing date 2026-06-11) monthly revenue of NT$15,058.22M (NT$15.06B), versus NT$14,039.10M in April 2026 (MoM +7.26%) and NT$10,211.49M in May 2025 (YoY +47.46%). Cumulative YTD revenue through May 2026 reached NT$67,262.97M (NT$67.26B), up 27.35% from NT$52,818.59M in the same period of 2025. The combination of a near-50% YoY jump and sequential MoM growth above 7% signals a clear cyclical acceleration in the passive components business, consistent with AI/HBM-driven demand for high-end MLCCs and tantalum capacitors. No remarks were attached to the filing.