Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Taiwanese (TAIEX) Tech Sector Analysis

UpdatedAug 03, 2026
DataAggregated Company Financials
Companies907
  • 7D-1.8%
  • 3M2.5%
  • 1Y108.9%
  • YTD55.4%

Over the last 7 days, the Tech industry has dropped 1.8%, driven by a pullback from Delta Electronics of 8.1%. Over the past 12 months, the industry was up 109%. Looking forward, earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 03 Aug 2026NT$117.4tNT$38.5tNT$3.9t26.7x30.1x3.1x
Wed, 01 Jul 2026NT$128.8tNT$37.8tNT$3.4t34.2x37.6x3.4x
Fri, 29 May 2026NT$124.1tNT$37.8tNT$3.4t34.7x36.3x3.3x
Sun, 26 Apr 2026NT$108.0tNT$35.4tNT$3.3t30x33x3.1x
Tue, 24 Mar 2026NT$87.3tNT$35.1tNT$3.0t26.2x28.7x2.5x
Thu, 19 Feb 2026NT$88.4tNT$33.4tNT$3.0t25.3x29.8x2.6x
Sat, 17 Jan 2026NT$81.1tNT$33.3tNT$2.9t26.3x27.6x2.4x
Mon, 15 Dec 2025NT$71.0tNT$33.1tNT$2.8t24.4x25.4x2.1x
Wed, 12 Nov 2025NT$69.5tNT$32.5tNT$2.8t23.9x25.2x2.1x
Fri, 10 Oct 2025NT$68.2tNT$31.9tNT$2.6t25.2x26.4x2.1x
Sun, 07 Sep 2025NT$58.9tNT$31.9tNT$2.6t25.3x22.8x1.8x
Tue, 05 Aug 2025NT$55.4tNT$30.7tNT$2.6t21.4x20.9x1.8x
Thu, 03 Jul 2025NT$52.8tNT$30.4tNT$2.5t20.6x21x1.7x
Sat, 31 May 2025NT$48.7tNT$30.4tNT$2.5t20.2x19.4x1.6x
Mon, 28 Apr 2025NT$44.9tNT$29.1tNT$2.4t19.4x18.5x1.5x
Wed, 26 Mar 2025NT$50.7tNT$28.8tNT$2.3t22.5x22.1x1.8x
Fri, 21 Feb 2025NT$54.5tNT$27.9tNT$2.2t25.1x24.3x2x
Sun, 19 Jan 2025NT$54.2tNT$27.8tNT$2.2t23.1x24.1x1.9x
Tue, 17 Dec 2024NT$53.5tNT$6.4tNT$269.5b24.5x198.4x8.3x
Thu, 14 Nov 2024NT$52.7tNT$26.9tNT$2.1t24.4x25.1x2x
Sat, 12 Oct 2024NT$52.5tNT$26.3tNT$2.0t24.1x26.5x2x
Mon, 09 Sep 2024NT$47.9tNT$26.3tNT$2.0t23.5x24.2x1.8x
Wed, 07 Aug 2024NT$45.2tNT$25.5tNT$1.9t22x23.4x1.8x
Fri, 05 Jul 2024NT$53.4tNT$25.3tNT$1.8t26.9x29x2.1x
Sun, 02 Jun 2024NT$46.5tNT$25.3tNT$1.8t25.9x25.2x1.8x
Tue, 30 Apr 2024NT$44.4tNT$25.2tNT$1.8t25.7x25.3x1.8x
Thu, 28 Mar 2024NT$44.3tNT$25.1tNT$1.7t25.1x25.6x1.8x
Sat, 24 Feb 2024NT$41.1tNT$25.4tNT$1.7t24x23.9x1.6x
Mon, 22 Jan 2024NT$37.6tNT$25.4tNT$1.7t22.4x21.9x1.5x
Wed, 20 Dec 2023NT$36.4tNT$25.4tNT$1.8t22.3x20.5x1.4x
Fri, 17 Nov 2023NT$35.4tNT$25.4tNT$1.8t20.7x19.6x1.4x
Sun, 15 Oct 2023NT$34.5tNT$26.1tNT$1.9t20.4x17.8x1.3x
Tue, 12 Sep 2023NT$33.3tNT$26.1tNT$1.9t20.1x17.2x1.3x
Thu, 10 Aug 2023NT$34.0tNT$26.6tNT$2.0t19.3x17.3x1.3x
Price to Earnings Ratio

17.3x


Total Market Cap: NT$34.0tTotal Earnings: NT$2.0tTotal Revenue: NT$26.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Tech Sector Price to Earnings3Y Average 25.2x202420252026
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 30.1x which is higher than its 3-year average PE of 25.2x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market-1.71%
Tech-1.80%
IT-0.082%
Semiconductors-0.089%
Tech Hardware-4.09%
Software-4.30%
Communications-6.54%
Electronic Equipment and Components-7.15%
Industry PE
  • Investors are most optimistic about the Communications industry which is trading above its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 38.6%, which is higher than its past year's earnings decline of 11.3% per year.
  • Investors are most pessimistic about the IT industry, which is trading below its 3-year average of 21.4x.
Forecasted Growth
  • Analysts are most optimistic on the Communications industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the IT industry is expected to see its earnings grow by 17% 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
2330 Taiwan Semiconductor ManufacturingNT$2.43k3.2%
+NT$1.9t		112.7%PE28.4x
2059 King Slide WorksNT$8.64k4.4%
+NT$34.3b		232.1%PE76.1x
2357 ASUSTeK ComputerNT$810.005.1%
+NT$29.0b		21.8%PE14.5x
7769 Hon. PrecisionNT$6.18k2.1%
+NT$22.5b		298.7%PE77.1x
3008 Largan PrecisionNT$4.04k2.9%
+NT$15.3b		72.4%PE25.5x

Latest News

2454
NT$3,555.00
MediaTek
7D
-5.2%
1Y
163.3%
2308
NT$1,640.00
Delta Electronics
7D
-8.1%
1Y
178.9%
2360
NT$2,100.00
Chroma ATE
7D
1.0%
1Y
343.5%
3711
NT$555.00
ASE Technology Holding
7D
-9.5%
1Y
263.9%
2327
NT$502.00
Yageo
7D
-21.8%
1Y
272.5%
Narrative Update • Jul 30

2327: Future Pricing Will Depend On Higher Assumed P/E Multiple

Analysts have lifted their fair value estimate for Yageo from about NT$1,063 to roughly NT$1,110, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Yageo No recent company specific news for Yageo has been provided in the sources listed above as of 29 Jul 2026.
2330
NT$2,425.00
Taiwan Semiconductor Manufacturing
7D
3.2%
1Y
112.7%
Narrative Update • Jul 29

2330: AI Capacity And Capex Expansion Will Drive Advanced Packaging Upside

Analysts have lifted their fair value estimate for Taiwan Semiconductor Manufacturing to about NT$3,106 from roughly NT$2,622, citing higher modeled revenue growth and margins, as well as updated views on long term AI driven wafer demand and capital spending. Analyst Commentary Recent Street research on Taiwan Semiconductor Manufacturing points to an active debate on how much future AI related demand and capital spending should influence valuation.
2344
NT$130.00
Winbond Electronics
7D
-15.9%
1Y
638.6%
2408
NT$360.50
Nanya Technology
7D
-10.1%
1Y
711.0%
7769
NT$6,180.00
Hon. Precision
7D
2.1%
1Y
298.7%
3008
NT$4,035.00
Largan Precision
7D
2.9%
1Y
72.4%
2357
NT$810.00
ASUSTeK Computer
7D
5.1%
1Y
21.8%
Narrative Update • Jul 28

2357: AI Infrastructure And Pricing Mix Shifts Will Support Balanced Margin Resilience

Analysts have raised their fair value estimate for ASUSTeK Computer to NT$802.0 from NT$785.7, citing the higher NT$750 price target and margin support from pricing and mix adjustments as key reasons for the change. What's in the News for ASUSTeK Computer ASUS introduced a new server lineup powered by AMD EPYC 9006 processors, including the dual socket RS700A and RS720A for high compute density and the single socket RS500A and RS520A for space constrained deployments, featuring PCIe 6.0 support, high density E3.S storage and proprietary thermal management features.
2059
NT$8,635.00
King Slide Works
7D
4.4%
1Y
232.1%
2451
NT$293.00
Transcend Information
7D
11.0%
1Y
213.0%
2382
NT$291.50
Quanta Computer
7D
-11.1%
1Y
2.3%
8046
NT$920.00
Nan Ya Printed Circuit Board
7D
-17.1%
1Y
422.7%
2347
NT$93.70
Synnex Technology International
7D
5.8%
1Y
41.3%