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Taiwanese (TAIEX) Electronic Equipment and Components Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies346
  • 7D17.3%
  • 3M57.3%
  • 1Y220.0%
  • YTD99.2%

The Electronic Equipment and Components industry is up 15% in the last week, with Delta Electronics up 23%. This means that the industry has gained 217% over the past year. As for the next few years, earnings are expected to grow by 34% 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, 27 May 2026NT$25.8tNT$16.5tNT$550.9b38.7x46.9x1.6x
Fri, 24 Apr 2026NT$20.2tNT$15.4tNT$514.9b28.1x39.3x1.3x
Sun, 22 Mar 2026NT$16.5tNT$15.5tNT$509.5b24.8x32.4x1.1x
Tue, 17 Feb 2026NT$14.7tNT$14.7tNT$493.7b22.8x29.8x1x
Thu, 15 Jan 2026NT$13.5tNT$14.7tNT$494.0b24.3x27.4x0.9x
Sat, 13 Dec 2025NT$12.5tNT$14.7tNT$493.9b21.9x25.3x0.8x
Mon, 10 Nov 2025NT$12.3tNT$14.5tNT$479.6b21x25.7x0.9x
Wed, 08 Oct 2025NT$12.1tNT$14.4tNT$460.4b22.4x26.4x0.8x
Fri, 05 Sep 2025NT$10.6tNT$14.4tNT$459.9b22.7x23x0.7x
Sun, 03 Aug 2025NT$9.6tNT$14.0tNT$475.0b19.8x20.3x0.7x
Tue, 01 Jul 2025NT$8.4tNT$14.0tNT$473.0b19.1x17.8x0.6x
Thu, 29 May 2025NT$8.0tNT$14.0tNT$473.2b18.7x16.9x0.6x
Sat, 26 Apr 2025NT$7.3tNT$13.4tNT$426.4b18.1x17.2x0.5x
Mon, 24 Mar 2025NT$8.7tNT$13.4tNT$428.3b21.3x20.2x0.6x
Wed, 19 Feb 2025NT$9.1tNT$12.9tNT$408.4b23.8x22.3x0.7x
Fri, 17 Jan 2025NT$8.7tNT$12.9tNT$404.8b22.1x21.4x0.7x
Sun, 15 Dec 2024NT$9.1tNT$12.9tNT$405.3b22.8x22.4x0.7x
Tue, 12 Nov 2024NT$9.6tNT$12.5tNT$402.1b23.2x23.8x0.8x
Thu, 10 Oct 2024NT$9.1tNT$12.3tNT$394.2b22.8x23.2x0.7x
Sat, 07 Sep 2024NT$8.7tNT$12.3tNT$394.3b22.1x22.1x0.7x
Mon, 05 Aug 2024NT$9.0tNT$11.8tNT$381.5b23.6x23.6x0.8x
Wed, 03 Jul 2024NT$9.5tNT$11.7tNT$365.4b25.4x25.9x0.8x
Fri, 31 May 2024NT$8.7tNT$11.7tNT$365.2b24.1x23.9x0.7x
Sun, 28 Apr 2024NT$8.1tNT$11.7tNT$331.8b24.3x24.4x0.7x
Tue, 26 Mar 2024NT$8.2tNT$11.7tNT$328.3b23.5x25x0.7x
Thu, 22 Feb 2024NT$7.3tNT$11.9tNT$317.0b22.2x23.1x0.6x
Sat, 20 Jan 2024NT$6.8tNT$11.8tNT$306.5b20.6x22.3x0.6x
Mon, 18 Dec 2023NT$7.0tNT$11.8tNT$306.5b21.9x22.9x0.6x
Wed, 15 Nov 2023NT$6.6tNT$12.1tNT$312.0b18.9x21.2x0.5x
Fri, 13 Oct 2023NT$6.9tNT$12.1tNT$325.6b18.2x21.1x0.6x
Sun, 10 Sep 2023NT$6.8tNT$12.1tNT$324.8b18.6x20.8x0.6x
Tue, 08 Aug 2023NT$6.9tNT$12.4tNT$335.7b17.9x20.5x0.6x
Thu, 06 Jul 2023NT$6.8tNT$12.5tNT$354.7b17.2x19.3x0.5x
Sat, 03 Jun 2023NT$6.6tNT$12.4tNT$373.7b16.4x17.6x0.5x
Price to Earnings Ratio

17.6x


Total Market Cap: NT$6.6tTotal Earnings: NT$373.7bTotal Revenue: NT$12.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Taiwanese Electronic Equipment and Components Industry Price to Earnings3Y Average 23.9x202420252026
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 46.6x which is higher than its 3-year average PE of 23.9x.
  • The 3-year average PS ratio of 0.74x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 9.9% 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 Market8.41%
Tech10.02%
Electronic Equipment and Components17.26%
Electronic Components20.58%
Electronic Equipment and Instruments15.50%
Technology Distributors10.20%
Electronic Manufacturing Services5.64%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 34.8x.
    • Analysts are expecting annual earnings growth of 35.4%, which is higher than its past year's earnings decline of 5.7% 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 2.6% 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
2308 Delta ElectronicsNT$2.54k32.6%
+NT$1.6t		586.5%PE93.7x
3037 Unimicron TechnologyNT$1.09k31.8%
+NT$416.1b		890.9%PE159.5x
2327 YageoNT$708.0036.2%
+NT$386.6b		483.9%PE55.8x
2317 Hon Hai Precision IndustryNT$264.5010.2%
+NT$343.6b		74.0%PE18.8x
2383 Elite MaterialNT$5.33k21.3%
+NT$335.0b		639.3%PE115.6x

Latest News

2360
NT$2,630.00
Chroma ATE
7D
27.4%
1Y
692.2%
2327
NT$708.00
Yageo
7D
36.2%
1Y
483.9%
Narrative Update • May 26

2327: Future Pricing Will Depend On Richer P E And Softer Margins

Analysts have lifted their price target on Yageo from NT$373.50 to NT$437.25, citing updated assumptions that include revised discount rates, revenue growth expectations, profit margins, and a higher future P/E estimate. Valuation Changes Fair Value: Updated from NT$373.50 to NT$437.25, reflecting a higher assessed value per share.
3037
NT$1,085.00
Unimicron Technology
7D
31.8%
1Y
890.9%
2383
NT$5,330.00
Elite Material
7D
21.3%
1Y
639.3%
3028
NT$81.40
Zenitron
7D
-3.6%
1Y
141.5%
3481
NT$50.20
Innolux
7D
35.9%
1Y
306.5%
Narrative Update • May 19

3481: Higher Margin Assumptions Will Likely Sustain An Overvalued P/E

Analysts have lifted their fair value estimate for Innolux from NT$16.37 to NT$19.76, citing updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: NT$16.37 to NT$19.76, indicating a higher assessed value per share based on the updated inputs.
5258
NT$52.00
Castles Technology
7D
-10.3%
1Y
-16.1%
2308
NT$2,540.00
Delta Electronics
7D
32.6%
1Y
586.5%
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).
2317
NT$264.50
Hon Hai Precision Industry
7D
10.2%
1Y
74.0%
3455
NT$256.50
Utechzone
7D
-9.7%
1Y
200.7%
6510
NT$3,195.00
Chunghwa Precision Test Tech
7D
-5.6%
1Y
263.9%
6274
NT$1,635.00
Taiwan Union Technology
7D
35.7%
1Y
879.0%
3019
NT$150.00
Asia Optical
7D
-2.3%
1Y
15.4%
6775
NT$38.40
Entire Technology
7D
-20.8%
1Y
0.8%
3504
NT$77.70
Young Optics
7D
-5.6%
1Y
64.8%
3585
NT$84.60
Advance Materials
7D
-7.9%
1Y
1,108.6%