Reported 8 months ago
Following the recovery of the economy after the COVID-19 pandemic, passive component giants KOA and Yageo have succeeded in reducing their inventories, further restarting their merger routes. KOA's investment in Lijiale and Yageo's stake in Crystal Technology have not only demonstrated their financial strength but also facilitated a more complete product line to enter the AI race. With potential exclusion from the supply chain due to the US-China trade war and the lack of new faces in the passive component industry, Taiwanese factories have seized the opportunity to enter the AI server or GB200 liquid-cooled server markets through customers, as the demand for MLCCs in AI PCs is expected to surge by 80%. This marks the largest investment by KOA and Yageo since 2024.
Source: YAHOO