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Taiwanese (TAIEX) Tech Sector Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies893
  • 7D-0.06%
  • 3M30.7%
  • 1Y127.6%
  • YTD43.7%

Over the last 7 days, the Tech industry has remained flat, although notably MediaTek gained 7.2%. The past year has been better, since the industry has gained 128% in that time. Earnings are forecast to grow by 26% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 May 2026NT$108.1tNT$35.5tNT$3.3t29.7x32.6x3x
Wed, 01 Apr 2026NT$84.0tNT$35.1tNT$3.0t25.5x27.6x2.4x
Fri, 27 Feb 2026NT$93.6tNT$33.4tNT$3.0t26.6x31.4x2.8x
Sun, 25 Jan 2026NT$83.2tNT$33.3tNT$3.0t26.4x28.1x2.5x
Tue, 23 Dec 2025NT$70.6tNT$33.1tNT$2.8t24.4x25.2x2.1x
Thu, 20 Nov 2025NT$66.2tNT$33.1tNT$2.8t23x23.7x2x
Sat, 18 Oct 2025NT$68.1tNT$32.1tNT$2.7t24.9x25.1x2.1x
Mon, 15 Sep 2025NT$62.1tNT$31.9tNT$2.6t25.5x24x1.9x
Wed, 13 Aug 2025NT$57.8tNT$31.0tNT$2.6t22.5x22.1x1.9x
Fri, 11 Jul 2025NT$53.5tNT$30.4tNT$2.5t20.7x21.3x1.8x
Sun, 08 Jun 2025NT$49.5tNT$30.4tNT$2.5t20.3x19.7x1.6x
Tue, 06 May 2025NT$46.4tNT$29.2tNT$2.4t19.3x19x1.6x
Thu, 03 Apr 2025NT$48.0tNT$28.8tNT$2.3t21.4x20.9x1.7x
Sat, 01 Mar 2025NT$53.0tNT$28.0tNT$2.3t25.4x23.4x1.9x
Mon, 27 Jan 2025NT$55.3tNT$27.8tNT$2.2t23.7x24.6x2x
Wed, 25 Dec 2024NT$53.9tNT$27.6tNT$2.1t24.2x25.5x2x
Fri, 22 Nov 2024NT$51.6tNT$27.5tNT$2.1t23.8x24.5x1.9x
Sun, 20 Oct 2024NT$53.9tNT$26.5tNT$2.1t24.3x25.8x2x
Tue, 17 Sep 2024NT$49.0tNT$26.3tNT$2.0t23.8x24.8x1.9x
Thu, 15 Aug 2024NT$49.3tNT$25.9tNT$2.0t25x25.1x1.9x
Sat, 13 Jul 2024NT$54.6tNT$25.3tNT$1.8t26.9x29.6x2.2x
Mon, 10 Jun 2024NT$48.3tNT$25.3tNT$1.8t26.3x26.2x1.9x
Wed, 08 May 2024NT$44.9tNT$25.2tNT$1.8t26x25.4x1.8x
Fri, 05 Apr 2024NT$44.9tNT$25.1tNT$1.7t25.8x25.8x1.8x
Sun, 03 Mar 2024NT$41.1tNT$25.3tNT$1.7t24.2x24.1x1.6x
Tue, 30 Jan 2024NT$38.7tNT$25.4tNT$1.7t22.7x22.5x1.5x
Thu, 28 Dec 2023NT$37.4tNT$25.4tNT$1.8t22.8x21.1x1.5x
Sat, 25 Nov 2023NT$35.6tNT$25.4tNT$1.8t22.2x20.1x1.4x
Mon, 23 Oct 2023NT$33.8tNT$26.1tNT$1.9t19.6x17.5x1.3x
Wed, 20 Sep 2023NT$33.8tNT$26.1tNT$1.9t20.4x17.4x1.3x
Fri, 18 Aug 2023NT$33.6tNT$26.1tNT$1.9t20.4x17.3x1.3x
Sun, 16 Jul 2023NT$35.3tNT$26.7tNT$2.1t19.5x16.9x1.3x
Tue, 13 Jun 2023NT$33.7tNT$26.8tNT$2.1t18.3x16x1.3x
Thu, 11 May 2023NT$30.1tNT$27.2tNT$2.2t15.4x13.5x1.1x
Price to Earnings Ratio

13.5x


Total Market Cap: NT$30.1tTotal Earnings: NT$2.2tTotal Revenue: NT$27.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Tech Sector Price to Earnings3Y Average 23.6x202420252026
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 32.6x which is higher than its 3-year average PE of 23.6x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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 Market0.032%
Tech-0.057%
Communications4.30%
Electronic Equipment and Components3.63%
IT-0.96%
Semiconductors-1.02%
Tech Hardware-1.44%
Software-2.19%
Industry PE
  • Investors are most optimistic about the Communications industry which is trading above its 3-year average PE ratio of 32.7x.
    • Analysts are expecting annual earnings growth of 31.4%, which is higher than its past year's earnings decline of 3.4% per year.
  • Investors are most pessimistic about the IT industry, which is trading below its 3-year average of 21.8x.
Forecasted Growth
  • Analysts are most optimistic on the Communications industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 3.4% per year.
  • In contrast, the IT industry is expected to see its earnings grow by 14% 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
2454 MediaTekNT$2.87k17.9%
+NT$694.3b		121.6%PE45.7x
2308 Delta ElectronicsNT$2.21k9.4%
+NT$493.5b		517.3%PE81.5x
2330 Taiwan Semiconductor ManufacturingNT$2.28k0.4%
+NT$259.3b		142.5%PE30.9x
2345 Accton TechnologyNT$2.51k15.2%
+NT$184.4b		309.3%PE53.2x
3037 Unimicron TechnologyNT$909.008.3%
+NT$161.3b		882.7%PE133.7x

Latest News

2454
NT$2,870.00
MediaTek
7D
17.9%
1Y
121.6%
2360
NT$2,290.00
Chroma ATE
7D
19.0%
1Y
627.0%
2303
NT$81.80
United Microelectronics
7D
12.5%
1Y
81.6%
2308
NT$2,210.00
Delta Electronics
7D
9.4%
1Y
517.3%

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.
3711
NT$525.00
ASE Technology Holding
7D
6.0%
1Y
291.8%
3037
NT$909.00
Unimicron Technology
7D
8.3%
1Y
882.7%
2330
NT$2,275.00
Taiwan Semiconductor Manufacturing
7D
0.4%
1Y
142.5%

2330: Elevated AI Demand Will Expose Capacity Constraints And Margin Pressure Risks

Analysts have lifted their fair value estimate for Taiwan Semiconductor Manufacturing to NT$1,971.21 from NT$1,825.46. This reflects updated assumptions around slightly lower revenue growth, a modestly higher future P/E of 22.49, and marginally stronger profit margins supported by recent price target increases from several firms.
2379
NT$525.00
Realtek Semiconductor
7D
-5.4%
1Y
5.2%

2379: Stable Margins And P/E Assumptions Will Shape Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Realtek Semiconductor to NT$574.50, citing slightly higher modeled revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from NT$572.63 to NT$574.50.
3533
NT$2,585.00
Lotes
7D
-4.6%
1Y
102.7%
3081
NT$2,640.00
LandMark Optoelectronics
7D
-6.4%
1Y
849.6%
2382
NT$317.00
Quanta Computer
7D
-2.6%
1Y
28.6%

2382: German Nearshoring Facility Will Support European Expansion And Future Upside

Analysts have kept their NT$425.00 price target for Quanta Computer unchanged, citing a mix of updated assumptions that now reflect higher modeled revenue growth, a lower discount rate, and a slightly higher future P/E, partially offset by reduced profit margin expectations. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region under a 15 year lease with CTP, supported by EU focused nearshoring policies.
3044
NT$465.00
Tripod Technology
7D
-4.1%
1Y
151.4%
2345
NT$2,505.00
Accton Technology
7D
15.2%
1Y
309.3%
6274
NT$1,010.00
Taiwan Union Technology
7D
-3.3%
1Y
608.8%
7734
NT$3,405.00
AblePrint Technology
7D
-9.6%
1Y
303.6%
7856
NT$3,090.00
Hermes Testing Solutions
7D
-13.4%
1Y
n/a