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Digitimes October 30, 2026 By Scarlett Yu positive

Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%

AI / LLMSupply Chain
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to nearly 20% of its total revenue in the third quarter of 2026, up from 16% in the preceding quarter.
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