NuAxiSemiconductor trade intelligence
Yageo posts record October sales as China holiday weighs on Walsin's revenue
What happened
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results: Yageo posted record monthly revenue on strong AI demand, while Walsin's sales declined from September, with the source attributing the decline to China's National Day holidays. Both companies recorded year-over-year revenue growth of more than 50%. No specific revenue figures are provided in the source.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
passive components
YageoWalsin Technology
October revenuerecord monthly revenueAI demandChina National Day holidaysyear-over-year growth
Source and time
Source: DigiTimes Asia · 11/9/2026 · View original source
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