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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies346
  • 7D-5.4%
  • 3M48.6%
  • 1Y173.8%
  • YTD69.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.2%, driven by a pullback from Delta Electronics of 13%. In contrast, Yageo has gained 18%. In the past year, the industry has gained 179%. As for the next few years, earnings are expected to grow by 33% 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, 20 May 2026NT$22.0tNT$16.5tNT$551.0b33.8x40x1.3x
Fri, 17 Apr 2026NT$19.4tNT$15.4tNT$513.0b28.8x37.8x1.3x
Sun, 15 Mar 2026NT$16.0tNT$15.0tNT$508.5b25.6x31.4x1.1x
Tue, 10 Feb 2026NT$14.2tNT$14.7tNT$493.9b23.1x28.7x1x
Thu, 08 Jan 2026NT$13.2tNT$14.7tNT$493.9b23.2x26.8x0.9x
Sat, 06 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.3x25.3x0.9x
Mon, 03 Nov 2025NT$12.8tNT$14.4tNT$473.5b22.3x26.9x0.9x
Wed, 01 Oct 2025NT$11.5tNT$14.4tNT$460.5b23.1x24.9x0.8x
Fri, 29 Aug 2025NT$11.0tNT$14.4tNT$459.9b23x23.9x0.8x
Sun, 27 Jul 2025NT$9.2tNT$14.0tNT$471.9b18.8x19.4x0.7x
Tue, 24 Jun 2025NT$8.1tNT$14.0tNT$473.0b18.5x17.2x0.6x
Thu, 22 May 2025NT$8.1tNT$14.0tNT$473.1b19.1x17.1x0.6x
Sat, 19 Apr 2025NT$7.1tNT$13.4tNT$427.9b17.5x16.6x0.5x
Mon, 17 Mar 2025NT$8.6tNT$13.1tNT$430.3b22x20.1x0.7x
Wed, 12 Feb 2025NT$9.0tNT$12.9tNT$404.9b22.9x22.1x0.7x
Fri, 10 Jan 2025NT$9.0tNT$12.9tNT$404.8b22.4x22.2x0.7x
Sun, 08 Dec 2024NT$9.3tNT$12.9tNT$405.1b23.5x22.9x0.7x
Tue, 05 Nov 2024NT$9.4tNT$12.3tNT$399.4b22.8x23.5x0.8x
Thu, 03 Oct 2024NT$9.0tNT$12.3tNT$394.2b22.9x22.9x0.7x
Sat, 31 Aug 2024NT$9.3tNT$12.3tNT$394.4b23.3x23.5x0.8x
Mon, 29 Jul 2024NT$9.2tNT$11.7tNT$365.5b24.2x25.1x0.8x
Wed, 26 Jun 2024NT$9.6tNT$11.7tNT$365.3b25.4x26.2x0.8x
Fri, 24 May 2024NT$8.6tNT$11.7tNT$364.9b23.7x23.6x0.7x
Sun, 21 Apr 2024NT$7.7tNT$11.7tNT$333.4b23.5x23.2x0.7x
Tue, 19 Mar 2024NT$7.9tNT$11.7tNT$330.0b22.7x23.8x0.7x
Thu, 15 Feb 2024NT$7.1tNT$11.8tNT$308.4b21.5x23x0.6x
Sat, 13 Jan 2024NT$6.8tNT$11.8tNT$306.5b20.8x22.2x0.6x
Mon, 11 Dec 2023NT$6.9tNT$11.8tNT$306.5b21.6x22.6x0.6x
Wed, 08 Nov 2023NT$6.6tNT$12.1tNT$319.3b18.7x20.6x0.5x
Fri, 06 Oct 2023NT$6.9tNT$12.1tNT$325.6b18.6x21.1x0.6x
Sun, 03 Sep 2023NT$6.7tNT$12.1tNT$321.8b18.4x21x0.6x
Tue, 01 Aug 2023NT$6.9tNT$12.4tNT$343.2b18.3x20.1x0.6x
Thu, 29 Jun 2023NT$6.7tNT$12.5tNT$355.5b16.4x18.9x0.5x
Sat, 27 May 2023NT$6.4tNT$12.5tNT$397.7b15.5x16.2x0.5x
Price to Earnings Ratio

16.2x


Total Market Cap: NT$6.4tTotal Earnings: NT$397.7bTotal Revenue: NT$12.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 23.7x202420252026
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 41.0x which is higher than its 3-year average PE of 23.7x.
  • The 3-year average PS ratio of 0.73x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 industry?

TW Market-4.30%
Tech-5.02%
Electronic Equipment and Components-5.42%
Technology Distributors-2.05%
Electronic Manufacturing Services-2.14%
Electronic Components-5.76%
Electronic Equipment and Instruments-11.11%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 34.4x.
    • Analysts are expecting annual earnings growth of 30.3%, which is higher than its past year's earnings decline of 4.9% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 23.9x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 2.1% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 15% 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
2327 YageoNT$497.0018.5%
+NT$159.4b		317.6%PE39.2x
3008 Largan PrecisionNT$3.37k20.4%
+NT$75.6b		51.6%PE21.3x
8069 E Ink HoldingsNT$222.0013.6%
+NT$30.8b		1.6%PE23x
7861 Bellwether ElectronicNT$1.28k30.9%
+NT$19.4b		n/aPE76x
3481 InnoluxNT$37.455.5%
+NT$15.6b		167.5%PE326x

Latest News

7861
NT$1,275.00
Bellwether Electronic
7D
30.9%
1Y
n/a
3037
NT$818.00
Unimicron Technology
7D
-6.5%
1Y
713.9%
3673
NT$75.40
TPK Holding
7D
24.4%
1Y
134.5%
3481
NT$37.45
Innolux
7D
5.5%
1Y
167.5%
2327
NT$497.00
Yageo
7D
18.5%
1Y
317.6%
2308
NT$1,915.00
Delta Electronics
7D
-12.8%
1Y
423.9%
Narrative Update • May 17

2308: AI Factory And Sustainable Energy Solutions Will Drive Future Upside

Analysts have increased their fair value estimate for Delta Electronics from NT$2,800 to NT$3,030, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Delta Electronics is partnering with Centrica through an infrastructure agreement highlighted by Ceres Power, focusing on Solid Oxide Fuel Cells for off grid energy generation for data centres and energy intensive industries in the UK and Europe (Key Developments).
3533
NT$2,325.00
Lotes
7D
-17.0%
1Y
83.8%
2360
NT$2,055.00
Chroma ATE
7D
-15.8%
1Y
524.6%
2317
NT$245.00
Hon Hai Precision Industry
7D
-2.0%
1Y
59.1%
8046
NT$798.00
Nan Ya Printed Circuit Board
7D
-11.3%
1Y
667.3%
8069
NT$222.00
E Ink Holdings
7D
13.6%
1Y
1.6%
3008
NT$3,365.00
Largan Precision
7D
20.4%
1Y
51.6%
6274
NT$1,225.00
Taiwan Union Technology
7D
-15.5%
1Y
680.3%
3090
NT$162.50
Nichidenbo
7D
34.9%
1Y
116.4%
2492
NT$220.00
Walsin Technology
7D
16.7%
1Y
168.9%
2383
NT$4,535.00
Elite Material
7D
-7.4%
1Y
570.9%