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Taiwanese (TAIEX) Tech Sector Analysis

UpdatedMar 18, 2026
DataAggregated Company Financials
Companies894
  • 7D4.2%
  • 3M30.6%
  • 1Y76.8%
  • YTD19.8%

In the last week, the Tech industry is flat overall, with LandMark Optoelectronics standing out by going down 9.1%. As for the the longer term, the industry is up 77% over the past 12 months. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

Has the Taiwanese Tech Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Mar 2026NT$90.0tNT$35.1tNT$3.0t26.9x29.6x2.6x
Fri, 13 Feb 2026NT$88.4tNT$33.4tNT$3.0t25.1x29.8x2.6x
Sun, 11 Jan 2026NT$77.8tNT$33.1tNT$2.8t24.8x27.8x2.4x
Tue, 09 Dec 2025NT$71.4tNT$33.1tNT$2.8t24.7x25.5x2.2x
Thu, 06 Nov 2025NT$69.7tNT$32.2tNT$2.7t24.3x25.5x2.2x
Sat, 04 Oct 2025NT$66.7tNT$31.9tNT$2.6t25.1x25.8x2.1x
Mon, 01 Sep 2025NT$58.3tNT$31.9tNT$2.6t25.5x22.6x1.8x
Wed, 30 Jul 2025NT$55.0tNT$30.6tNT$2.7t21.1x20.7x1.8x
Fri, 27 Jun 2025NT$52.5tNT$30.4tNT$2.5t20.8x20.9x1.7x
Sun, 25 May 2025NT$49.1tNT$30.4tNT$2.5t20.9x19.6x1.6x
Tue, 22 Apr 2025NT$42.5tNT$29.0tNT$2.4t18.3x17.5x1.5x
Thu, 20 Mar 2025NT$49.6tNT$28.8tNT$2.3t22.7x21.7x1.7x
Sat, 15 Feb 2025NT$53.5tNT$27.8tNT$2.2t24.7x23.8x1.9x
Mon, 13 Jan 2025NT$54.1tNT$27.6tNT$2.1t23.9x25.6x2x
Wed, 11 Dec 2024NT$53.5tNT$27.6tNT$2.1t24.5x25.3x1.9x
Fri, 08 Nov 2024NT$54.0tNT$26.8tNT$2.1t25.4x25.8x2x
Sun, 06 Oct 2024NT$50.1tNT$26.3tNT$2.0t23.9x25.4x1.9x
Tue, 03 Sep 2024NT$49.9tNT$26.3tNT$2.0t24.6x25.3x1.9x
Thu, 01 Aug 2024NT$49.3tNT$25.5tNT$1.9t25.2x25.8x1.9x
Sat, 29 Jun 2024NT$52.2tNT$25.3tNT$1.8t26.6x28.3x2.1x
Mon, 27 May 2024NT$47.7tNT$25.3tNT$1.8t25.1x25.9x1.9x
Wed, 24 Apr 2024NT$42.0tNT$25.2tNT$1.8t24.3x23.9x1.7x
Fri, 22 Mar 2024NT$44.6tNT$25.1tNT$1.7t25.4x25.7x1.8x
Sun, 18 Feb 2024NT$40.4tNT$25.4tNT$1.7t23.6x23.6x1.6x
Tue, 16 Jan 2024NT$36.6tNT$25.4tNT$1.8t22.6x20.6x1.4x
Thu, 14 Dec 2023NT$36.3tNT$25.4tNT$1.8t22.7x20.5x1.4x
Sat, 11 Nov 2023NT$34.3tNT$25.9tNT$1.8t20.2x18.9x1.3x
Mon, 09 Oct 2023NT$33.8tNT$26.1tNT$1.9t20.6x17.4x1.3x
Wed, 06 Sep 2023NT$34.3tNT$26.1tNT$1.9t20.6x17.7x1.3x
Fri, 04 Aug 2023NT$34.0tNT$26.7tNT$2.0t19.4x17.1x1.3x
Sun, 02 Jul 2023NT$33.9tNT$26.8tNT$2.1t18.8x16.1x1.3x
Tue, 30 May 2023NT$33.0tNT$26.8tNT$2.1t17.3x15.4x1.2x
Thu, 27 Apr 2023NT$29.3tNT$27.3tNT$2.3t14.8x12.9x1.1x
Sat, 25 Mar 2023NT$31.5tNT$27.3tNT$2.3t14.7x13.6x1.2x
Price to Earnings Ratio

13.6x


Total Market Cap: NT$31.5tTotal Earnings: NT$2.3tTotal Revenue: NT$27.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Tech Sector Price to Earnings3Y Average 22.8x202420252026
Current Industry PE
  • Investors are optimistic on the Taiwanese Information Technology industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.2x which is higher than its 3-year average PE of 22.8x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have grown 9.6% per year over the last three years.
  • Revenues for these companies have grown 8.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Taiwanese Tech sector?

TW Market3.60%
Tech4.16%
Electronic Equipment and Components9.58%
Tech Hardware6.36%
Communications4.78%
Software3.00%
Semiconductors2.65%
IT1.95%
Industry PE
  • Investors are most optimistic about the Communications industry which is trading above its 3-year average PE ratio of 31.5x.
    • Analysts are expecting annual earnings growth of 31.6%, which is higher than its past year's earnings growth of 10.0% per year.
  • Investors are most pessimistic about the Tech Hardware industry, which is trading below its 3-year average of 21.1x.
Forecasted Growth
  • Analysts are most optimistic on the Software industry, expecting annual earnings growth of 68% over the next 5 years.
  • This is better than its past earnings growth rate of 16% per year.
  • In contrast, the IT industry is expected to see its earnings grow by 5.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
3037 Unimicron TechnologyNT$577.0023.8%
+NT$169.7b		452.2%PE132.2x
2308 Delta ElectronicsNT$1.46k4.3%
+NT$155.9b		273.9%PE63.1x
2383 Elite MaterialNT$2.71k10.4%
+NT$91.4b		362.4%PE66.2x
5274 ASPEED TechnologyNT$12.30k22.3%
+NT$84.9b		261.2%PE118.4x
2337 Macronix InternationalNT$143.5043.9%
+NT$81.3b		561.3%PS9.2x

Latest News

3081
NT$1,440.00
LandMark Optoelectronics
7D
-7.4%
1Y
369.1%
3481
NT$27.95
Innolux
7D
-7.8%
1Y
70.9%
2308
NT$1,460.00
Delta Electronics
7D
4.3%
1Y
273.9%
3653
NT$3,975.00
Jentech Precision Industrial
7D
14.1%
1Y
250.2%
6669
NT$3,820.00
Wiwynn
7D
-8.8%
1Y
96.4%
2330
NT$1,905.00
Taiwan Semiconductor Manufacturing
7D
-1.8%
1Y
100.1%

2330: Surging AI Demand Will Test Capacity Expansion And Execution Resilience

Analysts have nudged the fair value estimate for Taiwan Semiconductor Manufacturing higher from NT$1,771 to NT$1,825, reflecting updated assumptions around revenue growth, profitability and a slightly richer future P/E multiple. Analyst Commentary Recent Street research around Taiwan Semiconductor Manufacturing has leaned constructive, with several firms adjusting price targets upward and highlighting the company as a key beneficiary of long term chip demand.
2317
NT$211.00
Hon Hai Precision Industry
7D
-3.7%
1Y
28.7%
2408
NT$276.50
Nanya Technology
7D
8.9%
1Y
554.4%

2408: Future Revenue Assumptions Will Likely Prove Unrealistically Optimistic

Analysts have raised their price target on Nanya Technology from NT$44.45 to NT$150.00, citing revised expectations for revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: revised from NT$44.45 to NT$150.00, taking the reference estimate to a little over 3x the earlier figure.
8069
NT$148.50
E Ink Holdings
7D
-8.3%
1Y
-49.6%
2383
NT$2,705.00
Elite Material
7D
10.4%
1Y
362.4%
2454
NT$1,725.00
MediaTek
7D
-2.3%
1Y
17.7%

2454: Edge AI And Automotive Chips Will Support Future Upside Potential

Analysts have kept their fair value estimate for MediaTek steady at around NT$2,076, while slightly adjusting inputs such as the discount rate and assumed future P/E to reflect updated views on risk and long term earnings potential. What's in the News MediaTek, MiTwell and RGo Robotics introduced a visual real time localization solution for warehouses, logistics and industrial sites, using the Genio 720 edge AI platform to turn forklifts, robots, drones and other machines into perception enabled agents that share data across facilities (Key Developments).
2344
NT$128.50
Winbond Electronics
7D
12.7%
1Y
526.8%
2303
NT$60.70
United Microelectronics
7D
-2.4%
1Y
37.0%

2303: Auto Partnerships And New Leadership Will Support Steady Long Term Returns

Analysts have raised their price target for United Microelectronics to NT$61.32 from NT$60.50, reflecting updated assumptions around revenue growth, profit margins, discount rates and future P/E. What's in the News The Board of Directors approved the appointment of Co President Jason Wang as the new Chief Executive Officer, signaling a leadership change at the top level of the company (Key Developments).
2337
NT$143.50
Macronix International
7D
43.9%
1Y
561.3%
5274
NT$12,300.00
ASPEED Technology
7D
22.3%
1Y
261.2%
3037
NT$577.00
Unimicron Technology
7D
23.8%
1Y
452.2%