What Yageo makes for data centers
public · HQ Taiwan · yageo.com · also known as: Kemet
Yageo is a publicly listed company and based in Taiwan. It appears on 1 part of the AI data center — Passives — in the role of manufacturer. That part sits in Layer 4 — Servers, racks & integration. Its shares trade on Taiwan Stock Exchange as 2327.TW.
Listing
Taiwan Stock Exchange: 2327.TW· 507 TWD -6.80% · mkt cap 1.04T TWD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Passivestight | manufacturer | disclosed | Chilisin, Fenghua, Kyocera (AVX), Murata, Panasonic, Samsung Electro-Mechanics |
Where Yageo sits in the stack
Yageo's placements in this catalog cover 1 part, all in layer 4, servers, racks & integration. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Passivestight — The multilayer ceramic capacitors, inductors and other passive components that filter and stabilize power everywhere on a board, populated in far greater numbers on AI boards than on standard servers.
Closest peers in this catalog
Seen in real machines
Yageo is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- MLCCs and inductors
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 17,068 | 4.5% | 46.1% |
| 2026-08 | 16,332 | 1.2% | 51.8% |
| 2026-07 | 16,131 | 5.0% | 51.5% |
| 2026-06 | 15,359 | 2.0% | 38.9% |
| 2026-05 | 15,058 | 7.3% | 47.5% |
| 2026-04 | 14,039 | 3.0% | 22.0% |
| 2026-03 | 13,630 | 18.5% | 22.8% |
| 2026-02 | 11,505 | -11.7% | 18.0% |
| 2026-01 | 13,030 | 5.5% | 27.1% |
| 2025-12 | 12,351 | 0.7% | 29.7% |
| 2025-11 | 12,265 | 8.0% | 22.4% |
| 2025-10 | 11,352 | -2.8% | 8.5% |
Latest feed
- AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes — DigiTimes, 2026-10-13Taiwanese suppliers of capacitors and resistors are planning price increases due to soaring demand driven by the AI industry.
- Intro Group to invest $270m in Egypt’s Kemet Data Center — Data Center Dynamics, 2026-10-02Intro Group is investing $270 million into the Kemet Data Center project in Egypt.
Questions about Yageo
- What does Yageo make for AI data centers?
- This catalog places Yageo on 1 part: Passives (manufacturer).
- Is Yageo publicly traded?
- Yes — Yageo is listed on Taiwan Stock Exchange under 2327.TW. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Yageo based?
- Taiwan, per the company record in this catalog.
- Who else makes passives for AI data centers?
- Chilisin, Fenghua, Kyocera (AVX), Murata, Panasonic and Samsung Electro-Mechanics are also placed on Passives in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Yageo the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.