Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market demand and a surge of urgent orders during the tariff grace period. However, continued New Taiwan Dollar appreciation against the US Dollar placed pressure on overall profit margins. For the third quarter of 2025, Yageo CEO David Wang expects revenue to grow at a low single-digit rate, with gross margin and profitability continuing to trend slightly upward.