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

Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies345
  • 7D1.9%
  • 3M8.7%
  • 1Y37.0%
  • YTD38.3%

In the last week, the Electronic Equipment and Components industry is up 1.9%, with Hon Hai Precision Industry leading the way, up 1.8%. During this same period, the WT Microelectronics underperformed, falling 6.2%. In the last 12 months, the industry was up 37%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the Taiwanese Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025NT$12.7tNT$14.7tNT$493.9b22.3x25.6x0.9x
Fri, 28 Nov 2025NT$12.4tNT$14.7tNT$494.0b21.2x25x0.8x
Sun, 26 Oct 2025NT$12.3tNT$14.4tNT$461.0b23x26.7x0.9x
Tue, 23 Sep 2025NT$11.7tNT$14.4tNT$460.5b23.4x25.5x0.8x
Thu, 21 Aug 2025NT$10.2tNT$14.4tNT$460.5b22.3x22.2x0.7x
Sat, 19 Jul 2025NT$9.0tNT$14.0tNT$473.0b19.7x19.1x0.6x
Mon, 16 Jun 2025NT$8.2tNT$14.0tNT$473.0b18.8x17.4x0.6x
Wed, 14 May 2025NT$8.0tNT$13.5tNT$445.5b19.2x18x0.6x
Fri, 11 Apr 2025NT$6.6tNT$13.4tNT$427.9b16.5x15.5x0.5x
Sun, 09 Mar 2025NT$8.8tNT$13.0tNT$411.6b23.4x21.3x0.7x
Tue, 04 Feb 2025NT$8.6tNT$12.9tNT$404.8b22.4x21.3x0.7x
Thu, 02 Jan 2025NT$9.2tNT$12.9tNT$404.8b23.4x22.6x0.7x
Sat, 30 Nov 2024NT$9.0tNT$12.9tNT$404.2b23.1x22.3x0.7x
Mon, 28 Oct 2024NT$9.6tNT$12.3tNT$395.0b24x24.2x0.8x
Wed, 25 Sep 2024NT$9.0tNT$12.3tNT$394.1b23x22.9x0.7x
Fri, 23 Aug 2024NT$9.0tNT$12.3tNT$394.9b22.8x22.9x0.7x
Sun, 21 Jul 2024NT$9.6tNT$11.7tNT$365.5b24.9x26.2x0.8x
Tue, 18 Jun 2024NT$9.3tNT$11.7tNT$365.2b25.3x25.5x0.8x
Thu, 16 May 2024NT$8.5tNT$11.9tNT$348.9b23.9x24.2x0.7x
Sat, 13 Apr 2024NT$8.2tNT$11.7tNT$329.2b25x25.1x0.7x
Mon, 11 Mar 2024NT$7.4tNT$11.8tNT$317.6b22.3x23.2x0.6x
Wed, 07 Feb 2024NT$7.0tNT$11.8tNT$306.7b21.5x22.9x0.6x
Fri, 05 Jan 2024NT$6.9tNT$11.8tNT$306.5b21x22.6x0.6x
Sun, 03 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.6x22.6x0.6x
Tue, 31 Oct 2023NT$6.4tNT$12.1tNT$330.2b18x19.3x0.5x
Thu, 28 Sep 2023NT$6.7tNT$12.1tNT$325.6b18.3x20.7x0.6x
Sat, 26 Aug 2023NT$6.6tNT$12.1tNT$321.4b18.1x20.7x0.6x
Mon, 24 Jul 2023NT$6.8tNT$12.5tNT$352.7b17.6x19.3x0.5x
Wed, 21 Jun 2023NT$6.9tNT$12.5tNT$355.9b16.6x19.3x0.6x
Fri, 19 May 2023NT$6.3tNT$12.6tNT$413.5b14.9x15.2x0.5x
Sun, 16 Apr 2023NT$6.3tNT$12.7tNT$434.1b14.4x14.6x0.5x
Tue, 14 Mar 2023NT$6.1tNT$12.6tNT$450.5b12.9x13.5x0.5x
Thu, 09 Feb 2023NT$6.0tNT$12.7tNT$495.3b12x12.1x0.5x
Sat, 07 Jan 2023NT$5.7tNT$12.7tNT$495.3b11.3x11.6x0.5x
Price to Earnings Ratio

11.6x


Total Market Cap: NT$5.7tTotal Earnings: NT$495.3bTotal Revenue: NT$12.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 21.2x20242025
Current Industry PE
  • Investors are optimistic on the Taiwanese Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.6x which is higher than its 3-year average PE of 21.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

TW Market1.51%
Tech2.22%
Electronic Equipment and Components1.92%
Electronic Components2.28%
Electronic Manufacturing Services1.80%
Electronic Equipment and Instruments1.64%
Technology Distributors-1.19%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 29.5x.
    • Analysts are expecting annual earnings growth of 7.1%, which is lower than the prior year's growth of 9.5% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 6.6% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 7.1% 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
2317 Hon Hai Precision IndustryNT$231.003.1%
+NT$97.7b		25.5%PE16.9x
3008 LARGAN PrecisionLtdNT$2.50k10.9%
+NT$32.7b		-6.7%PE14.3x
3481 InnoluxNT$16.9027.5%
+NT$29.1b		17.8%PE14.5x
2308 Delta ElectronicsNT$966.001.2%
+NT$28.6b		124.4%PE50.2x
2327 YageoNT$230.503.6%
+NT$16.5b		70.4%PE23x

Latest News

2409
NT$12.25
AUO
7D
7.0%
1Y
-16.4%
2368
NT$684.00
Gold Circuit Electronics
7D
2.4%
1Y
183.2%
8499
NT$340.00
Top Bright Holding
7D
-14.6%
1Y
190.6%
3481
NT$16.90
Innolux
7D
27.5%
1Y
17.8%
3008
NT$2,495.00
LARGAN PrecisionLtd
7D
10.9%
1Y
-6.7%
2308
NT$966.00
Delta Electronics
7D
1.2%
1Y
124.4%

2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism

Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).
5469
NT$92.40
HannStar Board
7D
-4.1%
1Y
73.7%
2313
NT$93.10
Compeq Manufacturing
7D
-6.0%
1Y
32.8%
8069
NT$197.00
E Ink Holdings
7D
5.1%
1Y
-27.8%

8069: Color Epaper Partnerships Will Drive Profitable Expansion In Low-Carbon Displays

Analysts have reduced their price target on E Ink Holdings by roughly 10 percent to reflect more moderate revenue growth assumptions and a higher discount rate, partly offset by stronger expected profit margins and a lower future P/E multiple. What's in the News C3, an ecosystem partner of E Ink, is launching Pixel Paper Labs in Sri Lanka as the country's first dedicated ePaper design and development facility, targeting smart city, retail, logistics, education, and digital signage applications through a collaborative innovation hub for startups and researchers (Key Developments).
2383
NT$1,640.00
Elite Material
7D
-3.0%
1Y
165.4%
2327
NT$230.50
Yageo
7D
3.6%
1Y
70.4%

2327: Future Profit Margins And Market Conditions Will Shape Share Performance

Analysts have nudged their price target on Yageo slightly higher to approximately $252.08 per share, citing marginally lower discount rate assumptions and a nearly unchanged outlook for revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate remains unchanged at NT$252.08 per share, indicating no material reassessment of intrinsic value.
3036
NT$136.50
WT Microelectronics
7D
-4.2%
1Y
24.1%
6191
NT$112.00
Global Brands Manufacture
7D
-3.9%
1Y
94.8%
2317
NT$231.00
Hon Hai Precision Industry
7D
3.1%
1Y
25.5%
4958
NT$142.50
Zhen Ding Technology Holding
7D
-2.1%
1Y
18.8%
3044
NT$318.50
Tripod Technology
7D
-1.1%
1Y
61.3%