Pierre Chen: Yageo Transforms to High-End Customization, Will Not Be Absent from Any AI Application
At an AI summit hosted by passive component giant Yageo Group, Chairman Pierre Chen stated that Yageo has transformed from a business primarily focused on standard products to one centered on customized, high-end specialized products. He emphasized that Yageo will not be absent from any AI application, as the AI revolution is still in its early stages and constantly seeks cost-effective, power-efficient, and highly efficient solutions.
📋 Article Processing Timeline
- 📰 Published: April 30, 2026 at 16:52
- 🔍 Collected: April 30, 2026 at 17:02 (9 min after Published)
- 🤖 AI Analyzed: April 30, 2026 at 17:36 (34 min after Collected)
Central News Agency
(Central News Agency, Taipei, 30th) Passive component giant Yageo Group today held an Artificial Intelligence (AI) summit. Chairman Pierre Chen said that Yageo has transformed from a business primarily focused on standard products to one centered on customized, high-end specialized products. He added that the AI revolution is still in the first half of the second inning, and AI is constantly seeking the most cost-effective, power-efficient, and highly efficient solutions. Yageo will absolutely not be absent from any AI application area.
Chen Taiming pointed out that due to the rise of AI, the demand for passive components and sensors will significantly increase, in addition to advanced semiconductors and memory. Yageo possesses three advantages that will allow it to stand out in the AI era.
First, customer demand for suppliers who can provide comprehensive solutions is rising. Chen Taiming noted that there are thousands of specifications for resistors, capacitors, and inductors, and each product may have four to five suppliers; as customers consume more passive components, they will gradually move towards suppliers of overall solutions to simplify their supply chains, which is a positive trend for Yageo.
Second, Chen Taiming said that the return on investment brought by Moore's Law (referring to the number of transistors that can be accommodated on a chip approximately doubling every two years) is slowly declining, prompting the entire AI market application to shift to other components and rapidly improving performance. Passive component manufacturers will need to work more closely with chip design companies to provide customized and most differentiated solutions. Yageo's Japanese subsidiary, TOKIN, has already collaborated with major semiconductor manufacturers to develop power modules.
He mentioned that from upstream IC design and advanced wafer manufacturing to downstream packaging and EMS (Electronic Manufacturing Services), Taiwan is in an unprecedentedly important position, which will certainly affect the competitive landscape of passive components. Yageo's headquarters are in Taiwan, coupled with global talent distribution, and a corporate culture that emphasizes "speed" and "customer first." He believes Yageo will definitely benefit and win in the competition of the AI industry chain.
From an application perspective, about 75% of Yageo's revenue in the first quarter of this year came from high-entry-barrier but relatively stable growth markets such as AI, automotive, industrial, medical, and defense/aerospace. Among these, AI-related revenue, which spans across various fields, accounted for about 15% of revenue and continues to grow.
Chen Taiming stated that after two to three years of conservative development in the automotive and industrial markets, a turning point is slowly being seen in 2026. Coupled with the rapid development of AI, Yageo's product and channel layout strategy has prepared it to embrace the prosperity of the next few years. (Editor: Chang Chun-Mao) 1150430
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(Central News Agency, Taipei, 30th) Passive component giant Yageo Group today held an Artificial Intelligence (AI) summit. Chairman Pierre Chen said that Yageo has transformed from a business primarily focused on standard products to one centered on customized, high-end specialized products. He added that the AI revolution is still in the first half of the second inning, and AI is constantly seeking the most cost-effective, power-efficient, and highly efficient solutions. Yageo will absolutely not be absent from any AI application area.
Chen Taiming pointed out that due to the rise of AI, the demand for passive components and sensors will significantly increase, in addition to advanced semiconductors and memory. Yageo possesses three advantages that will allow it to stand out in the AI era.
First, customer demand for suppliers who can provide comprehensive solutions is rising. Chen Taiming noted that there are thousands of specifications for resistors, capacitors, and inductors, and each product may have four to five suppliers; as customers consume more passive components, they will gradually move towards suppliers of overall solutions to simplify their supply chains, which is a positive trend for Yageo.
Second, Chen Taiming said that the return on investment brought by Moore's Law (referring to the number of transistors that can be accommodated on a chip approximately doubling every two years) is slowly declining, prompting the entire AI market application to shift to other components and rapidly improving performance. Passive component manufacturers will need to work more closely with chip design companies to provide customized and most differentiated solutions. Yageo's Japanese subsidiary, TOKIN, has already collaborated with major semiconductor manufacturers to develop power modules.
He mentioned that from upstream IC design and advanced wafer manufacturing to downstream packaging and EMS (Electronic Manufacturing Services), Taiwan is in an unprecedentedly important position, which will certainly affect the competitive landscape of passive components. Yageo's headquarters are in Taiwan, coupled with global talent distribution, and a corporate culture that emphasizes "speed" and "customer first." He believes Yageo will definitely benefit and win in the competition of the AI industry chain.
From an application perspective, about 75% of Yageo's revenue in the first quarter of this year came from high-entry-barrier but relatively stable growth markets such as AI, automotive, industrial, medical, and defense/aerospace. Among these, AI-related revenue, which spans across various fields, accounted for about 15% of revenue and continues to grow.
Chen Taiming stated that after two to three years of conservative development in the automotive and industrial markets, a turning point is slowly being seen in 2026. Coupled with the rapid development of AI, Yageo's product and channel layout strategy has prepared it to embrace the prosperity of the next few years. (Editor: Chang Chun-Mao) 1150430
Stand with facts, every sponsorship you make is a force to protect press freedom.
Download the Central News Agency's "First-hand News" APP to get the latest news in real-time.
The text, images, and audio-visual content of this website may not be reproduced, publicly broadcast, publicly transmitted, or utilized without authorization.