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Taiwanese (TAIEX) Tech Sector Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies892
  • 7D6.1%
  • 3M19.8%
  • 1Y54.5%
  • YTD14.4%

Over the last 7 days, the Tech industry has risen 6.1%, driven by gains from Taiwan Semiconductor Manufacturing of 4.6%. In the same time, Innolux was down 18%. In the last 12 months, the industry was up 54%. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026NT$85.8tNT$33.3tNT$3.0t26x29x2.6x
Sat, 27 Dec 2025NT$72.1tNT$33.1tNT$2.8t24.5x25.8x2.2x
Mon, 24 Nov 2025NT$65.7tNT$33.1tNT$2.8t23.1x23.5x2x
Wed, 22 Oct 2025NT$69.6tNT$32.1tNT$2.7t25.2x25.7x2.2x
Fri, 19 Sep 2025NT$63.3tNT$31.9tNT$2.6t25.6x24.5x2x
Sun, 17 Aug 2025NT$59.1tNT$31.8tNT$2.6t23.6x22.8x1.9x
Tue, 15 Jul 2025NT$53.1tNT$30.4tNT$2.5t20.8x21.1x1.7x
Thu, 12 Jun 2025NT$52.1tNT$30.4tNT$2.5t20.7x20.7x1.7x
Sat, 10 May 2025NT$47.4tNT$29.4tNT$2.5t20.4x19.3x1.6x
Mon, 07 Apr 2025NT$48.0tNT$28.8tNT$2.3t21.5x20.9x1.7x
Wed, 05 Mar 2025NT$51.5tNT$28.3tNT$2.3t24.8x22.7x1.8x
Fri, 31 Jan 2025NT$55.3tNT$27.8tNT$2.2t23.7x24.6x2x
Sun, 29 Dec 2024NT$54.5tNT$27.6tNT$2.1t24.4x25.8x2x
Tue, 26 Nov 2024NT$52.7tNT$27.6tNT$2.1t24.7x25x1.9x
Thu, 24 Oct 2024NT$53.8tNT$26.5tNT$2.1t25.1x25.7x2x
Sat, 21 Sep 2024NT$49.7tNT$26.3tNT$2.0t23.9x25.2x1.9x
Mon, 19 Aug 2024NT$50.2tNT$26.3tNT$2.0t23.7x25.4x1.9x
Wed, 17 Jul 2024NT$54.9tNT$25.3tNT$1.8t27x29.8x2.2x
Fri, 14 Jun 2024NT$50.1tNT$25.3tNT$1.8t26.2x27.2x2x
Sun, 12 May 2024NT$44.8tNT$25.4tNT$1.8t25.5x25.2x1.8x
Tue, 09 Apr 2024NT$45.0tNT$25.1tNT$1.7t26.2x25.9x1.8x
Thu, 07 Mar 2024NT$42.9tNT$25.3tNT$1.7t24.3x25.1x1.7x
Sat, 03 Feb 2024NT$38.6tNT$25.4tNT$1.7t23x22.7x1.5x
Mon, 01 Jan 2024NT$37.5tNT$25.4tNT$1.8t22.8x21.1x1.5x
Wed, 29 Nov 2023NT$35.7tNT$25.4tNT$1.8t22.2x20.1x1.4x
Fri, 27 Oct 2023NT$32.8tNT$26.0tNT$1.8t19.6x17.8x1.3x
Sun, 24 Sep 2023NT$33.1tNT$26.1tNT$1.9t20.2x17.1x1.3x
Tue, 22 Aug 2023NT$33.2tNT$26.1tNT$1.9t20x17.1x1.3x
Thu, 20 Jul 2023NT$34.9tNT$26.7tNT$2.1t19.5x16.7x1.3x
Sat, 17 Jun 2023NT$34.6tNT$26.8tNT$2.1t18.7x16.5x1.3x
Mon, 15 May 2023NT$29.8tNT$27.1tNT$2.2t15.5x13.5x1.1x
Wed, 12 Apr 2023NT$31.2tNT$27.4tNT$2.3t15.4x13.5x1.1x
Fri, 10 Mar 2023NT$30.7tNT$27.6tNT$2.4t14x13x1.1x
Sun, 05 Feb 2023NT$30.4tNT$27.7tNT$2.5t12.6x12.3x1.1x
Price to Earnings Ratio

12.3x


Total Market Cap: NT$30.4tTotal Earnings: NT$2.5tTotal Revenue: NT$27.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Tech Sector Price to Earnings3Y Average 22.1x202420252026
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 29.0x which is higher than its 3-year average PE of 22.1x.
  • The 3-year average PS ratio of 1.7x 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 6.3% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 Market5.00%
Tech6.13%
Electronic Equipment and Components7.33%
Communications6.51%
Semiconductors6.17%
Software5.82%
Tech Hardware3.17%
IT0.81%
Industry PE
  • Investors are most optimistic about the Communications industry which is trading above its 3-year average PE ratio of 30.5x.
    • Analysts are expecting annual earnings growth of 32.4%, which is higher than its past year's earnings growth of 8.8% per year.
  • Investors are most pessimistic about the Tech Hardware industry, which is trading close to its 3-year average of 20.8x.
Forecasted Growth
  • Analysts are most optimistic on the Software industry, expecting annual earnings growth of 66% over the next 5 years.
  • This is better than its past earnings growth rate of 19% per year.
  • In contrast, the IT industry is expected to see its earnings grow by 16% 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$1.81k2.6%
+NT$1.2t		59.0%PE27.2x
2454 MediaTekNT$1.78k19.9%
+NT$470.9b		21.5%PE26.8x
2344 Winbond ElectronicsNT$130.0024.4%
+NT$114.8b		805.9%PS7.2x
2408 Nanya TechnologyNT$297.0011.4%
+NT$94.5b		886.7%PE139.4x
3017 Asia Vital ComponentsNT$1.50k10.3%
+NT$54.3b		158.2%PE39x

Latest News

2454
NT$1,780.00
MediaTek
7D
19.9%
1Y
21.5%
8299
NT$2,305.00
Phison Electronics
7D
12.2%
1Y
387.3%
3711
NT$310.00
ASE Technology Holding
7D
4.0%
1Y
75.1%

3711: Modest Multiple Assumptions Will Sustain Overvaluation Despite Steady Margins

Analysts have nudged their price target for ASE Technology Holding higher, with fair value moving from US$266.76 to US$269.54. This reflects updated views on its discount rate, revenue growth, profit margin and expected future P/E.
2301
NT$167.00
Lite-On Technology
7D
-5.6%
1Y
53.2%

2301: High Density AI Power And Cooling Will Support Future Upside

Analysts have kept their fair value estimate for Lite-On Technology unchanged at $192.94, making only minor adjustments to their discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a steady view of the stock's long-term potential rather than a major shift in outlook.
2409
NT$13.80
AUO
7D
-10.1%
1Y
-2.5%

2409: Future Mobility Displays Will Drive A More Optimistic Outlook

Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.
2327
NT$277.00
Yageo
7D
-6.4%
1Y
106.3%

2327: Rich Pricing Will Hinge On Margins And New Finance Leadership

Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.
3481
NT$21.30
Innolux
7D
-16.1%
1Y
51.6%

3481: Higher Margin Assumptions And Rich P/E Will Likely Cap Future Returns

Analysts have lifted their fair value estimate for Innolux from $11.30 to $12.40, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E that together point to a different balance of risk and reward in their models. Valuation Changes The Fair Value Estimate has risen slightly from NT$11.30 to NT$12.40, reflecting updated model inputs.
2408
NT$297.00
Nanya Technology
7D
11.4%
1Y
886.7%
2356
NT$45.05
Inventec
7D
-12.0%
1Y
-8.6%
2330
NT$1,805.00
Taiwan Semiconductor Manufacturing
7D
2.6%
1Y
59.0%

2330: AI Packaging Constraints Will Support Multi Year Upside From Surging Demand

Analysts have lifted their price targets on Taiwan Semiconductor Manufacturing, with our fair value estimate moving from US$1,804.80 to US$2,151.61. They point to stronger modeled revenue growth, slightly higher profit margins, and a modestly lower future P/E assumption supported by recent target hikes from multiple research firms.
6669
NT$3,720.00
Wiwynn
7D
-1.2%
1Y
66.1%
2344
NT$130.00
Winbond Electronics
7D
24.4%
1Y
805.9%
2059
NT$3,205.00
King Slide Works
7D
-8.0%
1Y
110.9%
3653
NT$2,895.00
Jentech Precision Industrial
7D
13.1%
1Y
109.0%
3017
NT$1,495.00
Asia Vital Components
7D
10.3%
1Y
158.2%
3231
NT$132.50
Wistron
7D
-2.2%
1Y
20.5%