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Taiwanese (TAIEX) Tech Sector Analysis

UpdatedSep 17, 2026
DataAggregated Company Financials
Companies907
  • 7D-3.4%
  • 3M-4.0%
  • 1Y99.8%
  • YTD65.5%

Over the last 7 days, the Tech industry has dropped 3.4%, driven by Taiwan Semiconductor Manufacturing declining 3.4%. Meanwhile, Advantech actually outperformed within the industry, gaining 6.4% in the last week. In the past year, the industry has gained 100%. As for the next few years, earnings are expected to grow by 28% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Sep 2026NT$125.4tNT$41.7tNT$4.2t24.3x29.7x3x
Sat, 15 Aug 2026NT$126.5tNT$40.1tNT$4.1t26.2x30.9x3.2x
Mon, 13 Jul 2026NT$126.1tNT$37.9tNT$3.5t33.3x36.3x3.3x
Wed, 10 Jun 2026NT$125.2tNT$37.8tNT$3.4t33.6x36.6x3.3x
Fri, 08 May 2026NT$115.6tNT$35.6tNT$3.3t31.8x34.7x3.2x
Sun, 05 Apr 2026NT$86.6tNT$35.0tNT$3.0t26.1x28.4x2.5x
Tue, 03 Mar 2026NT$93.6tNT$33.6tNT$3.0t26.6x31.3x2.8x
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
Price to Earnings Ratio

17.1x


Total Market Cap: NT$33.1tTotal Earnings: NT$1.9tTotal Revenue: NT$26.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Tech Sector Price to Earnings3Y Average 25.7x202420252026
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 29.7x which is higher than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 2.1x 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 30% per year over the last three years.
  • Revenues for these companies have grown 17% 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-2.79%
Tech-3.45%
IT3.49%
Software1.30%
Tech Hardware-3.04%
Semiconductors-3.37%
Electronic Equipment and Components-3.71%
Communications-7.04%
Industry PE
  • Investors are most optimistic about the Communications industry, which is trading close to its 3-year average PE ratio of 36.1x.
    • Analysts are expecting annual earnings growth of 40.7%, which is higher than its past year's earnings growth of 9.3% per year.
  • Investors are most pessimistic about the IT industry, which is trading below its 3-year average of 21.3x.
Forecasted Growth
  • Analysts are most optimistic on the Communications industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings growth rate of 9.3% per year.
  • In contrast, the IT industry is expected to see its earnings grow by 8.6% 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
2303 United MicroelectronicsNT$147.503.5%
+NT$62.9b		252.9%PE22.2x
3443 Global UnichipNT$6.50k4.4%
+NT$36.9b		396.2%PE166.6x
2382 Quanta ComputerNT$344.002.4%
+NT$30.8b		23.1%PE15x
2308 Delta ElectronicsNT$1.69k0.6%
+NT$26.0b		88.9%PE53.6x
2395 AdvantechNT$686.004.1%
+NT$23.4b		110.4%PE43.4x

Latest News

2454
NT$4,500.00
MediaTek
7D
-4.7%
1Y
198.0%
6147
NT$209.50
Chipbond Technology
7D
10.0%
1Y
278.8%
3017
NT$3,185.00
Asia Vital Components
7D
-7.9%
1Y
201.9%
6669
NT$2,135.00
Wiwynn
7D
-9.0%
1Y
99.0%
3711
NT$614.00
ASE Technology Holding
7D
-5.5%
1Y
261.2%
Narrative Update • Sep 10

3711: Future Returns Will Rely On Stable Margins And Panel Packaging

Analysts have modestly raised their price target for ASE Technology Holding to NT$707.47 from NT$692.74, reflecting updated views on fair value, profit margin assumptions, and future P/E expectations, while keeping the discount rate unchanged. What's in the News ASE Technology Holding issued consolidated earnings guidance for the third quarter of 2026, providing updated expectations for revenue and operating margin performance.
2303
NT$147.50
United Microelectronics
7D
3.5%
1Y
252.9%
Narrative Update • Sep 10

2303: Capital Intensive Capacity Expansion Will Likely Limit Future Share Returns

Analysts have updated their price target on United Microelectronics to NT$43.66 from NT$38.30, reflecting revised assumptions for revenue growth, profit margins and future P/E levels. What's in the News for United Microelectronics United Microelectronics Corporation approved a phased capacity expansion that includes immediate cleanroom growth at its Singapore site and construction of a new fab building at the Tainan campus in Taiwan, using an ROI driven plan to align capital spending with customer demand.
2330
NT$2,425.00
Taiwan Semiconductor Manufacturing
7D
-1.0%
1Y
88.7%
Narrative Update • Sep 09

2330: AI Tool Demand And Massive Capex Plans Will Test Future Margins

Analysts lifted the fair value estimate for Taiwan Semiconductor Manufacturing to NT$2,650, citing updated models that reflect higher projected revenue growth, stronger profit margins, and a modestly lower future P/E assumption, supported by rising AI driven wafer demand and increased long term capex plans across the foundry sector. Analyst Commentary Recent research on Taiwan Semiconductor Manufacturing highlights strong interest in the stock, but it also surfaces a set of more cautious views that matter for risk management.
2308
NT$1,685.00
Delta Electronics
7D
0.6%
1Y
88.9%
Narrative Update • Sep 09

2308: AI Data Center Demand Will Support Future Upside Potential

Analysts have lowered their price target for Delta Electronics from NT$2,662.05 to NT$2,474.18 after applying a slightly higher discount rate and more conservative assumptions for revenue growth, profit margin, and future P/E. What’s in the News for Delta Electronics Delta Electronics has scheduled a board meeting for July 29, 2026, to approve the company’s financial results for the second quarter of 2026.
2395
NT$686.00
Advantech
7D
4.1%
1Y
110.4%
Narrative Update • Sep 03

2395: Future AI Safety Certifications Will Support Higher Edge AI Monetisation

Analysts have lifted their fair value estimate for Advantech to NT$800 from NT$628, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E. What’s in the News for Advantech Advantech announced new edge AI solutions powered by the Qualcomm Dragonwing IQ-9075 processor, including the AOM-6741 SMARC module, ASR-A503 and AFE-A503 robotic controllers, and the AIR-055 edge AI system, with samples of all products now available.
2382
NT$344.00
Quanta Computer
7D
2.4%
1Y
23.1%
Narrative Update • Sep 03

2382: AR Optics Licensing And Margin Pressure Will Shape A Cautious Outlook

Analysts have trimmed their price target on Quanta Computer by roughly NT$7 to reflect updated assumptions that combine a slightly lower fair value estimate and P/E multiple, along with revised expectations for revenue growth and profit margins. What's in the News for Quanta Computer Lumus Ltd.
2408
NT$488.00
Nanya Technology
7D
-5.2%
1Y
510.0%
Narrative Update • Sep 03

2408: Lower Future P/E Assumptions Will Continue To Pressure Returns

Analysts now place Nanya Technology's fair value target at roughly NT$210, compared with the prior estimate of about NT$225, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What’s in the News for Nanya Technology No recent company specific news for Nanya Technology is available from the provided sources as of 1 Sep 2026.
2383
NT$4,695.00
Elite Material
7D
-12.7%
1Y
251.7%
3036
NT$204.00
WT Microelectronics
7D
6.0%
1Y
52.8%
3443
NT$6,500.00
Global Unichip
7D
4.4%
1Y
396.2%
2345
NT$1,800.00
Accton Technology
7D
-8.4%
1Y
66.7%
3532
NT$441.50
Formosa Sumco Technology
7D
7.7%
1Y
314.6%