Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect

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Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect

Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control markets recover. Across its three major product lines, the average book-to-bill (B/B) ratio reached 1.2 in June and July, while pricing pressure has eased significantly, supporting a more optimistic operating outlook.

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