Yageo's Q2 Operations Look Good, Orders and Shipments Better Than Average, AI Proportion Rises

AI Summary (NQ-processed)

Passive component giant Yageo benefited from strong demand for AI applications, achieving a record-high net profit attributable to the parent company of NT$8.001 billion in Q1, up 18.5% QoQ and 44.7% YoY, with EPS of NT$3.9. Yageo expects Q2 revenue to grow moderately from Q1, with gross and operating profit margins slightly increasing. The proportion of AI-related revenue is projected to rise from 12-13% in Q4 2025 to 13-14% in Q1 this year, and further to 15% by year-end.