Yageo is a global leader in passive components (capacitors and resistors), owner of KEMET and Pulse. It trades on Taiwan Stock Exchange under the ticker 2327.TW, in the Electronic Components sector.
Key Facts
| Item | Details |
|---|---|
| Ticker | 2327.TW |
| Exchange | Taiwan Stock Exchange (2327.TW) |
| Sector | Electronic Components |
| Headquarters | New Taipei, Taiwan |
Bull Case & Risks
Bull Case
- Global passive-components leadership
- Diversification into specialty/high-end parts
- AI, EV and industrial demand
Risks
- Passive-component price cyclicality
- Inventory and demand swings
Outlook
Yageo is a world leader in passive components, moving upmarket via KEMET into specialty parts, leveraged to AI, EV and industrial demand over the cycle.
Educational information only, not investment advice. Stocks carry risk including possible loss of principal; past performance does not guarantee future results.