Ta-I Technology (2478-TW) projects AI-related products to account for 15% of its 2026 consolidated revenue, up from 8% in 2025, according to a November 11, 2026 investor presentation. The increase is driven by higher demand for protection and sensing components in AI applications and memory modules. Ta-I, a Taiwan-listed passive component supplier, categorizes AI products under its computer peripherals segment, which is projected to represent 24% of total 2026 revenue — the largest application category ahead of communications and consumer electronics at 20% each.
Ta-I Projects AI Revenue at 15% of 2026 Total Sales
The company clarified that the 15% figure represents AI products as a proportion of total consolidated revenue, not as a share of the computer peripherals category alone. In Ta-I's sales classification system, AI products fall under computer peripherals and are not reported as a separate line item. For 2026, computer peripherals are projected to account for 24% of revenue, communications 20%, consumer electronics 20%, with the remainder split among industrial control, automotive, and other applications.
Protection and Sensing Components Drive 54% of Sales Mix
Protection and sensing components are the primary source of AI revenue growth. Ta-I estimates these products will represent 54% of total sales in 2026. The company stated that AI-related applications and memory modules require a higher proportion of these components. Memory modules assemble multiple memory chips onto a single circuit board.
Monthly Revenue Hits 661 Million TWD in July 2026
Monthly revenue year-over-year growth rates remained between approximately 30% and 50% for four consecutive months starting in June 2026. July 2026 monthly revenue reached 661 million TWD, the highest single-month figure in 2026. According to UAnalyze industry database data, monthly revenue YoY growth rose from under 20% in May 2026 to over 40% in July 2026, then moderated. The most pronounced increase occurred in June and July. Q3 2026 consolidated revenue totaled 1.889 billion TWD, up 41% year-over-year.
Yageo Reports AI Revenue at Nearly 20% in Q3 2026
Peer company Yageo (2327-TW) disclosed in its Q3 2026 financial report that AI applications accounted for nearly 20% of revenue, up from 16% in Q2 2026. Yageo's quarterly revenue grew 49.7% year-over-year. The two companies occupy different positions in the AI supply chain: Yageo's AI revenue is primarily from multilayer ceramic capacitors and tantalum capacitors (nearly 20% of revenue), while Ta-I's AI revenue centers on current sensing and protection components (15% of revenue). In Q3 2026, Ta-I's revenue grew 41% YoY, compared to Yageo's 49.7%.
FAQ
What is Ta-I Technology's projected AI revenue share in 2026?
Ta-I Technology projects AI-related products to account for 15% of its 2026 consolidated revenue, up from 8% in 2025, according to a November 11, 2026 investor presentation.
Why is Ta-I's AI revenue increasing in 2026?
The increase is driven by higher demand for protection and sensing components in AI applications and memory modules. These components are projected to represent 54% of Ta-I's total sales in 2026.
How does Ta-I's Q3 2026 revenue growth compare to Yageo's?
Ta-I's Q3 2026 consolidated revenue grew 41% year-over-year to 1.889 billion TWD. Yageo's Q3 2026 revenue grew 49.7% YoY, with AI applications accounting for nearly 20% of Yageo's revenue.
